A five-step working checklist
- 01
Define the metric before collection
Record the exact unit, period, scope and reporting boundary.
- 02
Document the original source
Keep a reference to the primary record and note changes from previous periods.
- 03
Name the accountable data owner
Distinguish the source owner from the person approving the published figure.
- 04
Identify estimates and gaps
Mark unresolved inputs and assumptions instead of treating blanks as zero.
- 05
Complete review and sign-off
Keep an audit trail of corrections, approvals and open actions before publication.
Download your free starter CSV
Open in Excel, Google Sheets or another spreadsheet editor. The file contains headers and one clearly illustrative example. No data is uploaded.
Replace the example row before using your own information.
What your output should show
After entering your own information, another reviewer should understand the owner, source, status and next action without relying on undocumented explanations. Use appropriate access controls for confidential material.
Frequently asked questions
Should estimated data be excluded?
Estimated figures need clear labeling, documented methods and review. Applicable reporting rules determine whether and how they are included.
Does a monthly ESG tracker certify compliance?
No. The worksheet organizes evidence and review responsibilities. It does not provide assurance, legal verification or certification.
What is in the optional $99 pack?
The existing pack includes a monthly reporting guide, editable Excel KPI and social-performance registers, and a Word executive brief template.