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Features (Full Detail) — Sustainability / ESG Tracking
Current version: v1.0.0
Environmental, Social & Governance (ESG) metrics tracking, KPI management, and sustainability reporting for Perfex CRM
This page explains module capabilities in depth so new users understand what each feature does, why it matters, and how to use it inside Perfex CRM.
Feature catalog (explained)
Every major capability below is explained in plain language — what it is, why it helps, and how to use it.
1. ESG Dashboard with pillar breakdown, target tracking, and charts
In plain words: ESG Dashboard with pillar breakdown, target tracking, and charts
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Sustainability / ESG Tracking → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
2. Metric Categories (Environmental, Social, Governance pillars)
In plain words: Metric Categories (Environmental, Social, Governance pillars)
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
3. ESG Metrics / KPIs with targets, units, and reporting frequency
In plain words: ESG Metrics / KPIs with targets, units, and reporting frequency
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Sustainability / ESG Tracking → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
4. Metric Data Entries with evidence file attachments
In plain words: Metric Data Entries with evidence file attachments
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
5. Entry verification workflow (optional)
In plain words: Entry verification workflow (optional)
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Create a draft record, submit it, then have an approver open the same record and Approve / Reject. Approvers need the approve permission on their role.
6. Dashboard widget
In plain words: Dashboard widget
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Sustainability / ESG Tracking → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
7.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Sustainability / ESG Tracking → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
8.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
9.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
10.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
11.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Enable credentials in Sustainability / ESG Tracking → Settings (API keys, webhooks, sandbox/production). Test with a sample record, then monitor the module log or sync screen.
12. Pre-seeded 11 sources + 11 emission factors on upgrade
In plain words: Pre-seeded 11 sources + 11 emission factors on upgrade
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
13.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
14.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
15.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
16.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
17.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Sustainability / ESG Tracking → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
18.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Ensure Perfex CRM cron is running (`php /path/to/perfex/index.php cron/index`). Then enable the related option in module Settings so jobs, alerts, or queues process automatically.
19.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Sustainability / ESG Tracking → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
20.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Sustainability / ESG Tracking → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
21.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Go to Sustainability / ESG Tracking → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
22.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
23.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Create a draft record, submit it, then have an approver open the same record and Approve / Reject. Approvers need the approve permission on their role.
24.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Sustainability / ESG Tracking → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
25.
In plain words:
Why it matters: This reduces manual work so agents can focus on exceptions and high-value customers.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
26.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Sustainability / ESG Tracking in the admin sidebar, then use the related menu screen for this capability.
27.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Enable credentials in Sustainability / ESG Tracking → Settings (API keys, webhooks, sandbox/production). Test with a sample record, then monitor the module log or sync screen.
28.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Enable credentials in Sustainability / ESG Tracking → Settings (API keys, webhooks, sandbox/production). Test with a sample record, then monitor the module log or sync screen.
29.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Sustainability / ESG Tracking → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
30.
In plain words:
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Sustainability / ESG Tracking → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
Screens map — what each menu is for
These are the admin screens registered by Sustainability / ESG Tracking. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | ESG Dashboard | admin/esg | How to use |
| 2 | ESG Metrics | admin/esg/esg_metrics | How to use |
| 3 | Metric Data Entries | admin/esg/esg_metric_entries | How to use |
| 4 | Metric Categories | admin/esg/esg_metric_categories | How to use |
| 5 | Carbon Dashboard | admin/esg/esg_carbon | How to use |
| 6 | Carbon Entries | admin/esg/esg_carbon_entries | How to use |
| 7 | Carbon Sources | admin/esg/esg_carbon_sources | How to use |
| 8 | Emission Factors | admin/esg/esg_emission_factors | How to use |
| 9 | Sustainability Goals | admin/esg/esg_sustainability_goals | How to use |
| 10 | ESG Reports | admin/esg/esg_reports | How to use |
| 11 | Supplier ESG Assessments | admin/esg/esg_supplier_assessments | How to use |
| 12 | Integrations | admin/esg/esg_integrations | How to use |
| 13 | API Keys | admin/esg/esg_api_keys | How to use |
| 14 | Webhooks | admin/esg/esg_webhooks | How to use |
| 15 | Settings | admin/esg/esg_settings | How to use |
Features & workflows from documentation
Phase 1 Features
- ESG Dashboard with pillar breakdown, target tracking, and charts
- Metric Categories (Environmental, Social, Governance pillars)
- ESG Metrics / KPIs with targets, units, and reporting frequency
- Metric Data Entries with evidence file attachments
- Entry verification workflow (optional)
- Dashboard widget
Phase 2 Features — Carbon Accounting
- Carbon Dashboard — total emissions, scope breakdown, monthly trend, YoY comparison
- Carbon Sources — Scope 1/2/3 emission sources (fuel, electricity, transport, waste, etc.)
- Emission Factors — kg CO2e conversion factors with IPCC/DEFRA/GHG Protocol references
- Carbon Entries — activity data → auto-calculated CO2e (kg & tonnes)
- Transport Integration — read-only fleet fuel summary when Transport Management module is active
- Pre-seeded 11 sources + 11 emission factors on upgrade
Phase 3 Features — Sustainability Goals
- Sustainability Goals — long-term targets with UN SDG alignment (SDG 1–17)
- Goal Milestones — intermediate checkpoints with due dates and completion tracking
- Metric Linking — connect goals to ESG metrics with weighted auto-progress calculation
- Progress Tracking — visual progress bars with on track / at risk / off track status
- Dashboard Integration — goal stats and progress overview on ESG dashboard
- Cron Notifications — in-app alerts for due/overdue milestones and off-track goals
Phase 4 Features — ESG Reports & Disclosure
- ESG Reports — GRI, SASB, TCFD, and custom report templates
- Report Builder — select metrics, reporting period, and narrative sections
- PDF Export — formatted sustainability disclosure reports
- Data Validation — ensures required metrics have verified entries
- Workflow — draft → review → published with version history
- Client Portal — optional sharing of published reports with customers
Phase 5 Features — Supplier ESG & Integrations
- Supplier ESG Assessments — E/S/G scoring with questionnaires, linked to Purchase Management suppliers
- Multi-Plant Scoping — plant/facility filter on metric entries when Multi-Plant module is active
- Transport Integration — auto-import fleet emissions from TMS shipments
- Manufacturing Integration — auto-import production waste from manufacturing receipts
- REST API — metrics, entries, and reports endpoints with API key auth
- Webhooks —
entry.verifiedandreport.publishedevent notifications
Permissions
| Feature | Capabilities |
|---|---|
| --------- | ------------- |
| ESG Dashboard | view |
| Metric Categories | view, create, edit, delete |
| ESG Metrics | view, create, edit, delete |
| Metric Data Entries | view, create, edit, delete |
| Carbon Dashboard | view |
| Carbon Sources | view, create, edit, delete |
| Emission Factors | view, create, edit, delete |
| Carbon Entries | view, create, edit, delete |
| Sustainability Goals | view, create, edit, delete |
| ESG Reports | view, create, edit, delete |
| Supplier Assessments | view, create, edit, delete |
| Integrations | view, edit |
| API Keys | view, create, delete |
| Webhooks | view, create, edit, delete |
| Settings | view, edit |
Listing highlights
Item Title
Sustainability / ESG Tracking Module for Perfex CRM
Short Description (max ~160 chars)
ESG metrics, carbon accounting, sustainability goals, disclosure reports & supplier scorecards for Perfex CRM — by Nasbix Technologies
Full Description
Paste HTML from codecanyon/copy/03_html_description.html (Source / HTML mode).
Tags (max 15)
perfex crm, esg, sustainability, carbon footprint, environmental, social, governance, kpi, reporting, gri, sasb, tcfd, nasbix, codecanyon, php
Category
PHP Scripts > Add-ons > Perfex CRM
Files to upload
| Form field | File |
|---|---|
| ------------ | ------ |
| Thumbnail (80×80) | esg_submission/images/thumbnail_80x80.jpg |
| Inline Preview (590×300) | esg_submission/images/inline_preview_590x300.jpg |
| Main File(s) | esg-v1.0.0-codecanyon.zip |
| Theme Preview / screenshots | Add real UI shots then build screenshots ZIP |
Message to Reviewer
See codecanyon/copy/06_message_to_reviewer.txt
Official HTML documentation (feature sections)
How to Use
1. Categories & Metrics
- Open ESG → Metric Categories (defaults are seeded for E/S/G).
- Create metrics under ESG → Metrics with unit, target, frequency, and framework reference.
- Record period data under ESG → Metric Data Entries and attach evidence if needed.
- If verification is enabled in Settings, verify submitted entries.
2. Carbon Accounting
- Review seeded Carbon Sources and Emission Factors.
- Add Carbon Entries (activity amount → auto CO2e kg / tonnes).
- Monitor totals on the Carbon Dashboard.
3. Goals & Reports
- Create Sustainability Goals, milestones, and link metrics for progress.
- Build Disclosure Reports (GRI / SASB / TCFD / custom), attach metrics, validate, publish, export PDF.
4. Suppliers, API & Portal
- Create Supplier Assessments with E/S/G scores.
- Enable REST API / Webhooks in Settings; create keys and endpoints.
- Optionally enable client portal for published reports.
Also see HOW_TO_USE.txt in the package root.
Features
- ESG Dashboard with pillar breakdown, target tracking, and charts
- Metric Categories & KPIs (Environmental, Social, Governance)
- Metric Data Entries with evidence and optional verification
- Carbon accounting (Scope 1/2/3), emission factors, CO2e
- Sustainability goals, milestones, SDG alignment
- Disclosure reports with PDF export
- Supplier ESG assessments
- REST API keys, webhooks, optional integrations
- Client portal for published reports
- Dashboard widget + granular staff permissions
Permissions
Assign under Setup → Staff → Roles:
| Capability | Typical actions |
|---|---|
| esg_dashboard | View dashboard |
| esg_metric_categories | View / create / edit / delete |
| esg_metrics | View / create / edit / delete |
| esg_metric_entries | View / create / edit / delete |
| esg_carbon / sources / factors / entries | Carbon accounting |
| esg_sustainability_goals | Goals & milestones |
| esg_reports | Disclosure reports |
| esg_supplier_assessments | Supplier scorecards |
| esg_integrations / api_keys / webhooks | Integrations |
| esg_settings | Module settings |
Uninstall
- Setup → Modules → Deactivate (optional).
- Click Uninstall.
- Removes all
esg_*tables,esg_*options, anduploads/esg/.
Export data first — uninstall cannot be undone. Core Perfex CRM is not modified.
Cron Jobs
Background tasks (goal / milestone notifications) run through Perfex CRM's main cron:
* * * * * php /path/to/perfex/index.php cron/index > /dev/null 2>&1
Enable goal notifications in ESG → Settings when needed.
Related: Quick Start · How to Install · FAQ & Tips · Version & Changelog