Purpose of this article
This guide explains how consultants use Scaler to analyse client ESG data and produce advisory deliverables.
Your role in Scaler
As a consultant, you are a power user and analyst.
In Scaler, you typically:
- Review data quality and completeness
- Analyse performance across portfolios
- Export data for modelling or reporting
- Support framework submissions and strategy
What to focus on during onboarding
- Confirm which portfolios and assets you can access
- Review data coverage and gaps
- Identify relevant frameworks or objectives
- Learn export and reporting tools
Where you’ll work in Scaler
- Analytics Portal → Portfolio → Analytics
Review performance across assets
- Analytics Portal → Portfolio → Metrics Table
Customise and analyse metrics
- Data Collection Portal → Portfolio → Reports
Generate reports for client deliverables
- Data Collection Portal → Portfolio → Data Requests
Request clarifications where permitted
Which parts of Scaler you’ll use most
- Portfolio analytics dashboards
- Data quality views
- Custom exports and reports
Key articles to read next
- Analytics overview
- Custom metrics tool
- How to generate reports
- Data coverage methodology
Need help?
- Discuss with your client’s ESG team
- Contact your Scaler Account Manager
- Ask Lumi AI
- Review Scaler Knowledge Base