Social metrics account styles
Social metrics account styles are a type of account style that can help organizations capture more quantitative data within an account. These account styles can have up to 40 fields and each field can be classified as ‘instantaneous’ or ‘accumulative’, which is important when normalizing and aggregating data for reporting.
Add social metrics functionality to existing account styles
Social metrics monthly normalization can be added to existing account styles that have secondary fields. Get in touch with us to turn on this functionality.
Supported features
Monthly normalization: All quantitative metrics will be monthly normalized for both instantaneous and accumulative data.
Monthly data grid: social metrics monthly data is available in Envizi’s monthly data grid at the account level.
Record preservation in monthly dataset: Environmental account styles will combine overlapping data within a single month into a single monthly data value. This prevents disaggregation of data at the record level in reporting. Social metrics preservers the record by keeping the monthly values split apart.
Picklists and text: fields in social metrics account styles can be configured as picklist or text values.
Aggregation methods
Monthly Normalization Aggregation Method | Description | Example |
|---|---|---|
Accumulative | Aggregates by summing all monthly values for the defined period. | What is the total number of widgets produced for your organization last year? |
Instantaneous - Sum for most recent month | Aggregates data by summing all instantaneous values for the most recent month. | What is the total headcount for your organization at year end? |
Instantaneous - Simple average for most recent month | Aggregates data by averaging all instantaneous values for the most recent month. | What is the average headcount per location at year end? |
Instantaneous - Sum across a defined period | Aggregates data by summing the average of all instantaneous values across a defined period. | What is the total headcount for your organization over a defined period? |
Instantaneous - Simple average across a defined period | Aggregates data by averaging all instantaneous values across a defined period. | What is the average headcount for your organization over a defined period? |
Instantaneous - Weighted average for most recent month Will be added in upcoming release. | This method applies only to calculated fields. Aggregates data by first summing all values for the most recent month defined in the field’s calculation. | What is the percentage of female employees in the organization at year end? |
Instantaneous - Weighted average across a defined period Will be added in upcoming release. | This method applies only to calculated fields. Aggregates data by first summing the averages all values across the defined period in the field’s underlying calculation. | What is the percentage of female employees in the organization over a defined period? |
Not supported
Application of factors: while social metrics account styles cannot have emission factors or other conversions, environmental account styles can be configured as both ‘environmental’ and ‘social metrics’. This will apply the social metrics monthly normalization to all secondary fields in the account style. By default, all normalization assumes fields are ‘accumulative’. Reach out to us if you want to turn on social metrics for any environmental account styles.
Accruals: accruals for social metrics are not supported.
Cross account style calculation: Fields captured in social metrics account styles can only be used in calculations within the same account style.
Records view: social metrics field values are not yet available in Envizi’s records data grid at the account level. This will be added in an upcoming release.