Sustainability scorecards and goals overview
This article offers guidance on creating how to create scorecards and goals, and how to update the status of goals. Scorecards and goals allow organizations to curate sustainability metrics and track them against key business objectives. Goals can be created based on current and target values, so users can keep track of the progress of current emissions compared to previous periods.
Create a scorecard
To create new a Sustainability Scorecard, follow the steps:
- Select the
icon, enter Sustainability Scorecards, and then select the related link. - On the Sustainability Scorecards page, select New to create a new scorecard.
- Specify the No. and the Name fields on the General FastTab, and then add the Owner.
[NOTE!] In the Owner field, you can only choose users who have selected the Sustainability Manager field in the User Setup table.
Create goals
To create new a Sustainability Goal, follow the steps:
- Select the icon, enter Sustainability Scorecards, and then select the related link.
- Choose the Goals action to create a new Sustainability Goal for the selected scorecard.
- Select New to start creating a new goal.
- The Scorecard No. is automatically added based on the value from the connected Sustainability Scorecard, and the user will not be able to edit this field. The system also sets up the Unit of Measure field based on the Emission Unit of Measure Code on the Sustainability Setup page.
- You must fill in No. and Name of new Sustainability Goal. The Owner field is automatically populated based on the value from the connected Sustainability Scorecard.
- Users can decide to create Sustainability Goal for the entire company, a specific country/region, or a facility. If users want to create a specific goal, they must choose the country or region in the Country/Region Code field or the facility in the Responsibility Center field.
- Select the Start Date and End Date fields to set up dedicated period for tracking current values. This configuration determines the values in the following fields: Current Value for CO2, Current Value for CH4, and Current Value for N2O.
- Select the Baseline Start Date and Baseline End Date fields to set up a dedicated baseline period for comparing current values. This configuration determines the values in the following fields: Baseline for CO2, Baseline for CH4, and Baseline for N2O.
- Also, users can add target values in the selected Unit of Measure field for the current period using the following fields: Target Value for CO2, Target Value for CH4, and Target Value for N2O.
- One of these goals can be selected as a Main Goal. Values from the main goal are used on the Sustainability Manager role center.
If you have many goals on the page, you can use Show My Goals action to show you only your goals, and if you want to show all, you must run the Show All Goals action.
Note
Sustainability Goals can only be created for a specific Sustainability Scorecard, and you can't create goals that aren't related to the scorecard, but you can create more goals for one scorecard. You can have only one Sustainability Goal marked as the Main Goal.
Note
Users can set up different combinations of goals for the whole company, specific countries or regions, and a responsibility center for one Sustainability Scorecard. Users can also use different periods for the same model of tracking.
See also
Sustainability setup
Chart of sustainability accounts and ledger
How to record sustainability entries
Ad-hoc analysis of sustainability data
Sustainability reports and analytics in Business Central
Sustainability API
Finance
Work with Business Central