User Guide

This guide provides an overview of the CarbonX platform features and tools designed to help organizations manage greenhouse gas emissions, analyze sustainability data, and automate reporting workflows. Each section highlights key functionalities with representative visuals and brief explanations to ensure an intuitive understanding of the platform’s capabilities.

DashboardThe Dashboard provides an overview of emissions data and platform insights for users to monitor progress toward sustainability goals.
Data Entry +Intelligent Carbon Data Ingestion Hub
Emission Management → Data Inventory
Emission Management → ResultsThe Results section is the conclusive analytical stage of the Emission Management workflow — where all validated and calculated emissions data converge into a structured, transparent view. This module transforms raw entries and matched factors into final, auditable carbon footprint results, ready for internal analysis, benchmarking, and reporting.
Analysis → EmissionsThe Emissions Analysis page provides an advanced, multi-dimensional visualization of an organization’s carbon footprint, enabling users to examine, compare, and interpret emission results through multiple international classification frameworks.
Analysis → Comparative AnalyticsThe Comparative Analytics module provides a robust benchmarking environment for analyzing emissions data across facilities and time periods, empowering organizations to measure operational efficiency, evaluate decarbonization performance, and identify regional or temporal trends.
Analysis → Performance MetricsThe Performance Metrics module enables organizations to assess how their carbon emissions evolve in relation to operational performance and business growth, offering a powerful view of carbon efficiency over time. By linking emissions data with key business indicators such as revenue or workforce size, this section transforms traditional carbon accounting into a strategic performance assessment tool — aligning environmental progress with financial and organizational realities.
Reportinghe Reporting module is the final stage of the sustainability management workflow — transforming verified emissions data into professionally formatted, audit-ready reports that align with international standards and disclosure frameworks. It combines structured reporting tools with AI automation to ensure every report is consistent, accurate, and compliant with leading methodologies such as the GHG Protocol and ISO 14064.
Reduction Plans → RecommendationsThe Reduction Recommendations module transforms raw emissions data into actionable, AI-driven decarbonization strategies, empowering organizations to identify and implement effective emission reduction measures across Scopes 1, 2, and 3.
Reduction Plans → Reduction TargetsThe Reduction Targets module is the strategic centerpiece of CarbonX’s decarbonization planning framework, enabling organizations to define, monitor, and validate greenhouse gas (GHG) reduction goals in alignment with international standards and corporate sustainability commitments.
Reduction Plans → RECs (Renewable Energy Certificates)The Renewable Energy Certificates (RECs) module in CarbonX provides a comprehensive system for recording, verifying, and managing renewable electricity procurement, ensuring that an organization’s renewable energy usage is accurately reflected in its total carbon accounting framework.
Settings → Organization SettingsThe Organization Settings module serves as the administrative backbone of the CarbonX platform, allowing users — particularly system administrators and sustainability officers — to configure and manage the organization’s core data, operational structure, and performance indicators.
Settings → IntegrationsThe Integrations module allows organizations to seamlessly connect CarbonX with their existing enterprise systems, accounting platforms, and invoicing tools, creating a unified data ecosystem that automates sustainability data collection and enhances emissions tracking accuracy.
Settings → Facility ManagementThe Facility Management module in CarbonX provides a centralized environment for recording, organizing, and managing all operational sites of an organization — from corporate headquarters and regional offices to warehouses, manufacturing plants, and distribution centers.
Settings → User Access and ManagementThe User Access and Management module in CarbonX is a central control system that enables administrators to manage user permissions, assign facility access, and maintain operational accountability across the platform.
Settings → Contact ManagementThe Contact Management module in CarbonX provides a centralized and structured repository for managing all key stakeholder and partner contact information involved in sustainability operations, carbon accounting, and reporting workflows.
Settings → Calculation SettingsThe Calculation Settings module is the cornerstone of CarbonX’s emissions computation framework — providing administrators with full control over how greenhouse gas (GHG) emissions are calculated, standardized, and validated across the organization.
AutomationsThe Automations module lets you build scheduled, rule-based workflows that take repetitive reporting and coordination off your team’s plate. With a few clicks, you can automatically generate reports, deliver them to stakeholders, and notify collaborators on a recurring schedule or for defined periods — ensuring your sustainability operations are timely, consistent, and audit-ready.