Custom Metrics dashboard – Scaler

Purpose of this article

The custom Metrics dashboard allows you to build tailored KPI tables using Scaler’s standard metrics. These tables can be rearranged, saved, filtered, and exported for recurring internal analysis or external reporting.

Custom metrics do not change how data is calculated in Scaler — they provide a flexible way to view and extract data that already exists in the platform.

When to use this tool

You need recurring KPI tables for company-level reporting (e.g., annual reports, board updates, investor packs)

You want to focus on a specific subset of metrics across one or more reporting years

You're benchmarking subsets of your portfolio (e.g., offices acquired in the last 3 years and how their gross floor area and metrics have shifted)

You need to export ESG data into Excel for internal models or external reporting

You want different KPI views for different stakeholders (e.g., one table for fund managers, another for sustainability leads)

Where to find the custom Metrics dashboard

The Metrics dashboard is available in the Analytics Portal at three levels — company, portfolio, and asset. Each level aggregates data to match the scope you're viewing: company sums across all portfolios in your account, portfolio sums across all assets in that portfolio, and asset shows individual asset values.

Navigation paths:

Analytics Portal → Company → Metrics

Analytics Portal → Portfolio → Metrics

Analytics Portal → Asset → Metrics

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At the Company level, currency-denominated metrics (such as Gross asset value) are aggregated across portfolios using Scaler's standard FX conversion — a 3-month average rate, the same rate applied elsewhere in the platform. This keeps totals accurate when underlying portfolios report in different currencies.

When you open the Metrics dashboard, you will see a table containing default KPIs across multiple reporting years.

Reordering metrics and years

You can rearrange both metric rows and year columns to match your preferred reporting structure.

Reorder metrics (rows)

Hover over the drag handle next to a metric

Drag and drop the row into the desired position

Reorder reporting years (columns)

Hover over the drag handle in a year column

Drag the column into the desired position

This is useful when aligning Scaler outputs with internal dashboards or reporting templates.

Adding and removing metrics

Remove a metric

Click the trash bin icon on a metric row

The metric is removed from the table

Add a metric

Click Add row

Search for the KPI you want to include

Select it to add it to the table

Reorder the metric as needed

All standard Scaler KPIs are available, including energy, GHG emissions, water, waste, and portfolio overview metrics.

When you add a metric, Scaler automatically slots it under the relevant ESG aspect (Energy, GHG emissions, Water, Waste, etc.). You can then drag it elsewhere if you'd prefer a different layout — for example, placing GHG emissions directly next to energy consumption for side-by-side analysis.

Using custom fields as metrics

Number-type custom fields you've defined in company settings appear automatically in the metric picker. Use them to track non-standard KPIs (biodiversity scores, occupancy rates, custom benchmarks) in the same table as standard ESG metrics.

Click Add row

Search for the custom field by name (e.g. Biodiversity score)

Select the field to add it to the table

Choose an aggregation:

Sum — total across all assets in scope

Average — simple average across assets

Weighted average — area-weighted average (typically by GFA), suitable for intensity-type custom fields

The custom field populates across reporting years for any assets with values entered.

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Only number-type custom fields are selectable as metrics. Text, date, dropdown, and boolean field types are not currently selectable. See Using custom fields in Scaler for the field types.

Adding reporting years

You can extend tables to include additional historical years.

Click Add column

Select an older reporting year

The year appears as a new column

Drag it into position if needed

This is commonly used for trend analysis or longitudinal reporting.

Creating and managing custom tables

Create a new custom table

You can save multiple KPI tables for recurring use.

Click Add table (or the + icon)

Choose:

Default (a copy of the standard table), or

Empty table

Name the table

Add and arrange metrics and years

Your selections are saved automatically. When you return to the Metrics dashboard, your custom table remains available as a separate tab.

Delete a custom table

Open the table

Open the table settings menu (for example, under Add row)

Select Remove table

Confirm deletion

Downloading custom metrics

You can export any metrics table to Excel.

Click Download

The file exports in a clean, analysis-ready format, including:

ESG aspect

KPI name

Reporting years

This export is suitable for presentations, internal models, or external reporting packs.

Filtering the view

Custom metrics supports temporary filtering by attributes such as Country.

Apply filters in the Metrics view

The table recalculates to reflect the filtered portfolio scope

Note: Filters are not saved between sessions and reset when you leave or refresh the page. Persistent filter saving may be added in a future update.