This report summarizes the ESG Navigator data for ABC Company provided by company personnel via the 5 Excel ratings worksheets listed below.
Note: In the tables below, hover over the column headings for brief explanations of each column. Click column headings to sort by that column.
Report run: Sun 6/7/20 14:28
This is a sample report. It includes only a subset of KSIs and the data it contains are not real.
XLS Files
The following 5 ESG Navigator Excel files were provided by ABC Company:
No.
Contact name
#Rated
%Rated
#HR(!)
%HR(!)
#Comm.
Outliers
Email
Phone
File name
1
Angela Adams
111
86.0
7
6.3
3
0
aadams@abccompany.com
123-456-2299
ESGN SELF-SCORING - ABC CO. - ADAMS.XLSX
2
Connie Carpenter
118
91.5
19
16.1
1
51
ccarpenter@abccompany.com
123-456-7723
ESGN SELF-SCORING - ABC CO. - CARPENTER.XLSX
3
Joseph Chen
116
89.9
7
6.0
3
2
jchen@abccompany.com
123-456-9114
ESGN SELF-SCORING - ABC CO. - CHEN.XLSX
4
Matt Johnson
85
65.9
9
10.6
3
2
mjohnson@abccompany.com
123-456-3385
ESGN SELF-SCORING - ABC CO. - JOHNSON.XLSX
5
Juan Perez
112
86.8
7
6.3
3
2
jperez@abccompany.com
123-456-2100
ESGN SELF-SCORING - ABC CO. - PEREZ.XLSX
QC Results
This section describes any quality control (QC) issues that may exist in the underlying data.
2 QC issues were found:
No.
Name
KSI
Rating
HR(!)
QC Issue
2
Connie Carpenter
02.02
0.00
!
KSI is marked as Highly Relevant (HR) but not rated.
2
Connie Carpenter
02.03
0.00
!
KSI is marked as Highly Relevant (HR) but not rated.
Note: QC issues are potential errors/omissions in the underlying Excel files, including: Rating values other than those listed in the Excel drop-down menu; and KSIs flagged as HR(!) but not rated.
KSI Summary
This section shows overall results for each of the 129 KSIs (34 included in this sample report), averaged across all 5 ESG Navigator Excel files for ABC Company.
KSI
Topic
Description
Avg.
#Rated
%Rated
Range
#HR(!)
%HR(!)
Details
Flags/Notes*
01.01
Gov.
Co. Purpose (CEO's View re Role of Co. in Society)
1.5
5
100
1.00-4.00
5
100
01.01 - Governance & Leadership - Co. Purpose (CEO's View re Role of Co. in Society) Rated by 5 respondents. HR(!) by 5 respondents. 4 comments. Average (mean) rating: 1.60 +/- 1.20 --> rounded for reporting to 1.5
Ratings by respondent: Very wide range (1.0-4.0), Rated by all, HR by all std.dev = 1.20
Angela Adams 1.00 HR(!) Comment: Example comments… to delete Highly Relevant (!), just click on cell and Delete.
Connie Carpenter 4.00 HR(!)
Joseph Chen 1.00 HR(!) Comment: Example comments… to delete Highly Relevant (!), just click on cell and Delete.
Matt Johnson 1.00 HR(!) Comment: Example comments… to delete Highly Relevant (!), just click on cell and Delete.
Juan Perez 1.00 HR(!) Comment: Example comments… to delete Highly Relevant (!), just click on cell and Delete.
Very wide range (1.0-4.0), Rated by all, HR by all
01.02
Gov.
Sust. in Corporate Vision, Mission, Values & Polic
2.0
5
100
1.00-4.00
1
20
01.02 - Governance & Leadership - Sust. in Corporate Vision, Mission, Values & Polic Rated by 5 respondents. HR(!) by 1 respondents. 4 comments. Average (mean) rating: 1.80 +/- 1.17 --> rounded for reporting to 2.0
Ratings by respondent: Very wide range (1.0-4.0), Rated by all std.dev = 1.17
Angela Adams 1.00 Comment: To mark a KSI as Highly Relevant, click cell and type in "!" - Enter
Connie Carpenter 4.00 HR(!)
Joseph Chen 1.00 Comment: To mark a KSI as Highly Relevant, click cell and type in "!" - Enter
Matt Johnson 1.00 Comment: To mark a KSI as Highly Relevant, click cell and type in "!" - Enter
Juan Perez 2.00 Comment: To mark a KSI as Highly Relevant, click cell and type in "!" - Enter
Very wide range (1.0-4.0), Rated by all
02.01
Gov.
Public Posture re: Sust. by CEO & C-Suite Execs
3.0
5
100
1.00-4.00
1
20
02.01 - Governance & Leadership - Public Posture re: Sust. by CEO & C-Suite Execs Rated by 5 respondents. HR(!) by 1 respondents. No comments. Average (mean) rating: 2.80 +/- 0.98 --> rounded for reporting to 3.0
Ratings by respondent: Wide range (1.0-4.0), Rated by all std.dev = 0.98
Angela Adams 3.00
Connie Carpenter 4.00 HR(!)
Joseph Chen 3.00
Matt Johnson 1.00
Juan Perez 3.00
Wide range (1.0-4.0), Rated by all
02.02
Gov.
CEO & C-Suite Messages re Sust. to Investors
2.0
4
80
1.00-2.00
1
25
02.02 - Governance & Leadership - CEO & C-Suite Messages re Sust. to Investors Rated by 4 respondents. HR(!) by 1 respondents. No comments. Average (mean) rating: 1.75 +/- 0.43 --> rounded for reporting to 2.0
Ratings by respondent:
Angela Adams 2.00
Joseph Chen 2.00
Matt Johnson 1.00
Juan Perez 2.00
03.01
Gov.
Board Oversight of Sust.
1.0
5
100
1.00-1.00
0
0
03.01 - Governance & Leadership - Board Oversight of Sust. Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.00 +/- 0.00
Ratings by respondent: Rated by all
Angela Adams 1.00
Connie Carpenter 1.00
Joseph Chen 1.00
Matt Johnson 1.00
Juan Perez 1.00
Rated by all
03.02
Gov.
Board's Sust. Charter/Commitment
1.0
5
100
0.50-1.00
0
0
03.02 - Governance & Leadership - Board's Sust. Charter/Commitment Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 0.80 +/- 0.25 --> rounded for reporting to 1.0
Ratings by respondent: Rated by all
Angela Adams 1.00
Connie Carpenter 0.50
Joseph Chen 0.50
Matt Johnson 1.00
Juan Perez 1.00
Rated by all
04.01
Gov.
Materiality Assessment of Sust. Impacts / Risks
1.0
5
100
1.00-1.00
0
0
04.01 - Governance & Leadership - Materiality Assessment of Sust. Impacts / Risks Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.00 +/- 0.00
Ratings by respondent: Rated by all
Angela Adams 1.00
Connie Carpenter 1.00
Joseph Chen 1.00
Matt Johnson 1.00
Juan Perez 1.00
Rated by all
04.02
Gov.
Philosophy re Sust. Goals
2.5
5
100
0.50-4.00
0
0
04.02 - Governance & Leadership - Philosophy re Sust. Goals Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 2.30 +/- 1.33 --> rounded for reporting to 2.5
Ratings by respondent: Very wide range (0.5-4.0), Rated by all std.dev = 1.33
Angela Adams 3.00
Connie Carpenter 4.00
Joseph Chen 3.00
Matt Johnson 1.00
Juan Perez 0.50
Very wide range (0.5-4.0), Rated by all
05.01
Gov.
Exec. Committee Roles re: Sust.
1.5
5
100
0.50-3.00
0
0
05.01 - Governance & Leadership - Exec. Committee Roles re: Sust. Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.60 +/- 1.16 --> rounded for reporting to 1.5
Ratings by respondent: Very wide range (0.5-3.0), Rated by all std.dev = 1.16
Angela Adams 3.00
Connie Carpenter 0.50
Joseph Chen 0.50
Matt Johnson 1.00
Juan Perez 3.00
Very wide range (0.5-3.0), Rated by all
05.02
Gov.
Sust. Factored Into Executive Compensation
2.0
5
100
0.50-4.00
0
0
05.02 - Governance & Leadership - Sust. Factored Into Executive Compensation Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.90 +/- 1.20 --> rounded for reporting to 2.0
Ratings by respondent: Very wide range (0.5-4.0), Rated by all std.dev = 1.20
Angela Adams 2.00
Connie Carpenter 4.00
Joseph Chen 0.50
Matt Johnson 1.00
Juan Perez 2.00
Very wide range (0.5-4.0), Rated by all
06.01
Gov.
Approach to Stakeholder Engagement
3.0
5
100
1.00-4.00
5
100
06.01 - Governance & Leadership - Approach to Stakeholder Engagement Rated by 5 respondents. HR(!) by 5 respondents. No comments. Average (mean) rating: 2.80 +/- 0.98 --> rounded for reporting to 3.0
Ratings by respondent: Wide range (1.0-4.0), Rated by all, HR by all std.dev = 0.98
Angela Adams 3.00 HR(!)
Connie Carpenter 4.00 HR(!)
Joseph Chen 3.00 HR(!)
Matt Johnson 1.00 HR(!)
Juan Perez 3.00 HR(!)
Wide range (1.0-4.0), Rated by all, HR by all
06.02
Gov.
Reasons for Stakeholder Engagement
2.0
5
100
1.00-4.00
0
0
06.02 - Governance & Leadership - Reasons for Stakeholder Engagement Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 2.20 +/- 0.98 --> rounded for reporting to 2.0
Ratings by respondent: Wide range (1.0-4.0), Rated by all std.dev = 0.98
Angela Adams 2.00
Connie Carpenter 4.00
Joseph Chen 2.00
Matt Johnson 1.00
Juan Perez 2.00
Wide range (1.0-4.0), Rated by all
07.01
Gov.
Disclosure of Material ESG Impacts
1.0
5
100
0.50-3.00
0
0
07.01 - Governance & Leadership - Disclosure of Material ESG Impacts Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.10 +/- 0.97 --> rounded for reporting to 1.0
Ratings by respondent: Wide range (0.5-3.0), Rated by all std.dev = 0.97
Angela Adams 3.00
Connie Carpenter 0.50
Joseph Chen 0.50
Matt Johnson 1.00
Juan Perez 0.50
Wide range (0.5-3.0), Rated by all
07.02
Gov.
Sust. in Annual Report & Financial Disclosures
2.0
5
100
0.50-4.00
0
0
07.02 - Governance & Leadership - Sust. in Annual Report & Financial Disclosures Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.90 +/- 1.20 --> rounded for reporting to 2.0
Ratings by respondent: Very wide range (0.5-4.0), Rated by all std.dev = 1.20
Angela Adams 2.00
Connie Carpenter 4.00
Joseph Chen 0.50
Matt Johnson 1.00
Juan Perez 2.00
Very wide range (0.5-4.0), Rated by all
08.01
Strategy
Corporate Sust. Positioning & Strategy
1.0
5
100
1.00-1.00
0
0
08.01 - Strategy and Execution - Corporate Sust. Positioning & Strategy Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.00 +/- 0.00
Ratings by respondent: Rated by all
Angela Adams 1.00
Connie Carpenter 1.00
Joseph Chen 1.00
Matt Johnson 1.00
Juan Perez 1.00
Rated by all
08.02
Strategy
Strategy re: ESG Cost Reduction
1.0
5
100
1.00-1.00
0
0
08.02 - Strategy and Execution - Strategy re: ESG Cost Reduction Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.00 +/- 0.00
Ratings by respondent: Rated by all
Angela Adams 1.00
Connie Carpenter 1.00
Joseph Chen 1.00
Matt Johnson 1.00
Juan Perez 1.00
Rated by all
09.01
Strategy
Linkage Between Sust. & Innovation
1.0
5
100
0.50-1.00
0
0
09.01 - Strategy and Execution - Linkage Between Sust. & Innovation Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 0.80 +/- 0.25 --> rounded for reporting to 1.0
Ratings by respondent: Rated by all
Angela Adams 1.00
Connie Carpenter 0.50
Joseph Chen 0.50
Matt Johnson 1.00
Juan Perez 1.00
Rated by all
09.02
Strategy
Sust. Innovation through Material & Labor Inputs
1.5
5
100
0.50-4.00
0
0
09.02 - Strategy and Execution - Sust. Innovation through Material & Labor Inputs Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.50 +/- 1.27
Ratings by respondent: Very wide range (0.5-4.0), Rated by all std.dev = 1.27
Angela Adams 1.00
Connie Carpenter 4.00
Joseph Chen 0.50
Matt Johnson 1.00
Juan Perez 1.00
Very wide range (0.5-4.0), Rated by all
10.01
Strategy
Posture & Interaction with Customers re: Sust.
2.5
5
100
1.00-3.00
0
0
10.01 - Strategy and Execution - Posture & Interaction with Customers re: Sust. Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 2.60 +/- 0.80 --> rounded for reporting to 2.5
Ratings by respondent: Wide range (1.0-3.0), Rated by all std.dev = 0.80
Angela Adams 3.00
Connie Carpenter 3.00
Joseph Chen 3.00
Matt Johnson 1.00
Juan Perez 3.00
Wide range (1.0-3.0), Rated by all
10.02
Strategy
Identifying Customers' Sust. Issues
2.0
5
100
1.00-2.00
0
0
10.02 - Strategy and Execution - Identifying Customers' Sust. Issues Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.80 +/- 0.40 --> rounded for reporting to 2.0
Ratings by respondent: Rated by all
Angela Adams 2.00
Connie Carpenter 2.00
Joseph Chen 2.00
Matt Johnson 1.00
Juan Perez 2.00
Rated by all
11.01
Strategy
Product, Service, Solution (PSS) Value Proposition
1.0
5
100
0.50-1.00
0
0
11.01 - Strategy and Execution - Product, Service, Solution (PSS) Value Proposition Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 0.80 +/- 0.25 --> rounded for reporting to 1.0
Ratings by respondent: Rated by all
Angela Adams 1.00
Connie Carpenter 0.50
Joseph Chen 0.50
Matt Johnson 1.00
Juan Perez 1.00
Rated by all
11.02
Strategy
Product Stewardship Philosophy & Strategy
1.0
5
100
0.50-3.00
1
20
11.02 - Strategy and Execution - Product Stewardship Philosophy & Strategy Rated by 5 respondents. HR(!) by 1 respondents. No comments. Average (mean) rating: 1.10 +/- 0.97 --> rounded for reporting to 1.0
Ratings by respondent: Wide range (0.5-3.0), Rated by all std.dev = 0.97
Angela Adams 3.00
Connie Carpenter 0.50 HR(!)
Joseph Chen 0.50
Matt Johnson 1.00
Juan Perez 0.50
Wide range (0.5-3.0), Rated by all
12.01
Envir.
Chemical Substances Sourced
1.0
5
100
1.00-1.00
0
0
12.01 - Environmental Stewardship - Chemical Substances Sourced Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.00 +/- 0.00
Ratings by respondent: Rated by all
Angela Adams 1.00
Connie Carpenter 1.00
Joseph Chen 1.00
Matt Johnson 1.00
Juan Perez 1.00
Rated by all
12.02
Envir.
Energy Consumed - Scope 2 Emissions
1.0
5
100
1.00-1.00
0
0
12.02 - Environmental Stewardship - Energy Consumed - Scope 2 Emissions Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.00 +/- 0.00
Ratings by respondent: Rated by all
Angela Adams 1.00
Connie Carpenter 1.00
Joseph Chen 1.00
Matt Johnson 1.00
Juan Perez 1.00
Rated by all
13.01
Envir.
Posture re: Supply Chain Envir. Footprint
2.5
5
100
1.00-3.00
0
0
13.01 - Environmental Stewardship - Posture re: Supply Chain Envir. Footprint Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 2.60 +/- 0.80 --> rounded for reporting to 2.5
Ratings by respondent: Wide range (1.0-3.0), Rated by all std.dev = 0.80
Angela Adams 3.00
Connie Carpenter 3.00
Joseph Chen 3.00
Matt Johnson 1.00
Juan Perez 3.00
Wide range (1.0-3.0), Rated by all
13.02
Envir.
Standards for Supply Chain Envir. Footprint
2.0
5
100
1.00-2.00
0
0
13.02 - Environmental Stewardship - Standards for Supply Chain Envir. Footprint Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.80 +/- 0.40 --> rounded for reporting to 2.0
Ratings by respondent: Rated by all
Angela Adams 2.00
Connie Carpenter 2.00
Joseph Chen 2.00
Matt Johnson 1.00
Juan Perez 2.00
Rated by all
14.01
Envir.
Product Traceability
0.0
0
0
0.00-0.00
0
0
- Environmental Stewardship - Product Traceability Rated by 0 respondents. No HR(!). No comments. Average (mean) rating: 0.00
Ratings by respondent: Not rated by anyone
Not rated by anyone
14.02
Envir.
Product Energy Efficiency
3.0
4
80
3.00-3.00
0
0
14.02 - Environmental Stewardship - Product Energy Efficiency Rated by 4 respondents. No HR(!). No comments. Average (mean) rating: 3.00 +/- 0.00
Ratings by respondent:
Angela Adams 3.00
Connie Carpenter 3.00
Joseph Chen 3.00
Juan Perez 3.00
15.01
Social
Workplace Environment
2.0
4
80
0.50-3.00
0
0
15.01 - Social Responsibility - Workplace Environment Rated by 4 respondents. No HR(!). No comments. Average (mean) rating: 1.75 +/- 1.25 --> rounded for reporting to 2.0
Ratings by respondent: Very wide range (0.5-3.0) std.dev = 1.25
Angela Adams 3.00
Connie Carpenter 0.50
Joseph Chen 0.50
Juan Perez 3.00
Very wide range (0.5-3.0)
15.02
Social
Diversity & Inclusion
1.5
4
80
0.50-2.00
0
0
15.02 - Social Responsibility - Diversity & Inclusion Rated by 4 respondents. No HR(!). No comments. Average (mean) rating: 1.25 +/- 0.75 --> rounded for reporting to 1.5
Ratings by respondent: Wide range (0.5-2.0) std.dev = 0.75
Angela Adams 2.00
Connie Carpenter 0.50
Joseph Chen 0.50
Juan Perez 2.00
Wide range (0.5-2.0)
16.01
Social
Sust. Philosophy re: Supply Chain
0.0
0
0
0.00-0.00
0
0
- Social Responsibility - Sust. Philosophy re: Supply Chain Rated by 0 respondents. No HR(!). No comments. Average (mean) rating: 0.00
Ratings by respondent: Not rated by anyone
Not rated by anyone
16.02
Social
Supply Chain Risk Assessment & Risk Mgmt.
1.0
5
100
1.00-1.00
0
0
16.02 - Social Responsibility - Supply Chain Risk Assessment & Risk Mgmt. Rated by 5 respondents. No HR(!). No comments. Average (mean) rating: 1.00 +/- 0.00
Ratings by respondent: Rated by all
Angela Adams 1.00
Connie Carpenter 1.00
Joseph Chen 1.00
Matt Johnson 1.00
Juan Perez 1.00
Rated by all
17.01
Social
Co.'s Philosophy re "Community"
2.0
4
80
0.50-3.00
4
100
17.01 - Social Responsibility - Co.'s Philosophy re "Community" Rated by 4 respondents. HR(!) by 4 respondents. 4 comments. Average (mean) rating: 1.75 +/- 1.25 --> rounded for reporting to 2.0
Ratings by respondent: Very wide range (0.5-3.0), HR by all std.dev = 1.25
17.02 - Social Responsibility - Philanthropy Rated by 4 respondents. No HR(!). No comments. Average (mean) rating: 1.25 +/- 0.75 --> rounded for reporting to 1.5
Ratings by respondent: Wide range (0.5-2.0) std.dev = 0.75
Angela Adams 2.00
Connie Carpenter 0.50
Joseph Chen 0.50
Juan Perez 2.00
Wide range (0.5-2.0)
* PSS = Products, Services and Solutions Wide rating ranges are flagged based on standard deviation (SD): SD>1.0 is 'Very wide'; SD>0.5 is 'Wide'.
Outliers
This section describes 'outliers', which are ratings and highly relevant ('HR(!)') designations that are significantly different from the average.*
111 of the 129 KSIs (86%) qualified for outlier analysis; 8 outliers were found:
KSI
Topic
Description
Outlier*
Rated By
Rating
Avg.
Range
01.01
Governance & Leadership
Co. Purpose (CEO's View re Role of Co. in Society)
HIGH rating
Connie Carpenter
4.00
1.60
1.00 - 4.00 (rated by 5)
01.02
Governance & Leadership
Sust. in Corporate Vision, Mission, Values & Polic
HIGH rating
Connie Carpenter
4.00
1.80
1.00 - 4.00 (rated by 5)
01.02
Governance & Leadership
Sust. in Corporate Vision, Mission, Values & Polic
Only HR(!)
Connie Carpenter
4.00
1.80
1.00 - 4.00 (rated by 5)
02.01
Governance & Leadership
Public Posture re: Sust. by CEO & C-Suite Execs
Only HR(!)
Connie Carpenter
4.00
2.80
1.00 - 4.00 (rated by 5)
05.02
Governance & Leadership
Sust. Factored Into Executive Compensation
HIGH rating
Connie Carpenter
4.00
1.90
0.50 - 4.00 (rated by 5)
07.02
Governance & Leadership
Sust. in Annual Report & Financial Disclosures
HIGH rating
Connie Carpenter
4.00
1.90
0.50 - 4.00 (rated by 5)
09.02
Strategy and Execution
Sust. Innovation through Material & Labor Inputs
HIGH rating
Connie Carpenter
4.00
1.50
0.50 - 4.00 (rated by 5)
11.02
Strategy and Execution
Product Stewardship Philosophy & Strategy
Only HR(!)
Connie Carpenter
0.50
1.10
0.50 - 3.00 (rated by 5)
Note: KSIs qualify for outlier analysis if they are rated by 50% or more of respondents (see the %Rated column in the KSI table above). For qualifying KSIs, outliers are flagged if: a respondent's rating differs from the average by 2.0+; a respondent is the only one to designate the KSI as HR(!); or a respondent did not rate the KSI as HR(!) when most others did.