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Root Onboarding: Data Collection

R
Written by Root Support
Updated over 3 weeks ago

A robust impact analysis starts with high-quality input data. For this reason, structured data collection is the most important step in turning your information into reliable, actionable insights.

The platform breaks data collection down into clear Collection chapters, each focused on a specific type of activity data. Some chapters are mandatory, while others are optional, depending on the scope and depth of your assessment.

Every Collection chapter has one or multiple of the following buttons:

  • Template: Download a predefined template showing the exact structure and fields required for this chapter.

  • Upload: Upload a completed template to add data to the platform.

  • Export: Download data that has already been uploaded for this chapter.

  • How it Works: Open the Help page with a detailed explanation of the section.

Tip: Use the templates to coordinate data requests with internal stakeholders. You can share the templates together with links to the relevant help articles to clarify expectations and definitions. Follow this link to all the Collection templates.

The table below outlines each Collection chapter, explains what data is required, and indicates whether it is mandatory.

Collection datapoint

Mandatory?

Description

Mandatory

The foundation for all product portfolio impact calculations. This chapter captures quantities of products purchased from suppliers.

Mandatory

Records which products are sold and in what quantities. This data is required to calculate downstream transport, product use, and end-of-life impacts.

Mandatory

A list of unique products is automatically generated from Purchase and Sales Orders. Export this data and complete the remaining fields (e.g. mass, product category, Packaging ID) before re-uploading.

Mandatory

Defines product composition, such as materials or ingredients. This information is essential for calculating product-level environmental impacts.

Packaging: Bill of Materials

Optional

If a Packaging ID is assigned to a product, it will appear here. A packaging Bill of Materials must be added to enable packaging impact calculations.

Products: Use phase

Optional

Recommended for products with a significant use phase (e.g. electronics, textiles). Electricity or other energy consumption during use can be added here.

Products: End of Life

Optional

Defines how products are treated at the end of their life, such as disposal or recycling pathways.

(Adresses, Types)

Mandatory

Facility addresses and types are required to calculate transport routes and correctly allocate emissions to the appropriate GHG scopes.

(Energy, Heat, Water, etc.)

Optional

Allows recording of utility consumption (e.g. electricity, heat, water) for individual facilities..

(Goods&Services, Logistics Packaging)

Optional

Captures additional activity data such as goods and services expenditures or logistics-related packaging.

Mandatory

Shows unique origin–destination combinations derived from Purchase Orders. Transport modes must be assigned to calculate impacts.

Mandatory

Shows unique origin–destination combinations derived from Sales Orders. Transport modes must be assigned to calculate impacts.

Employee Commuting

Optional (Corporate)

Required to complete a full corporate footprint. Covers employee commuting and lease car activity.

Business Travel

Optional (Corporate)

Captures travel related to business activities, such as flights, trains, and taxis.

Data collection does not need to be linear. Different internal stakeholders are usually responsible for different data components, so multiple data requests can run in parallel. We recommend setting up separate data request streams, for example:

  • Purchased and sold quantities (Purchase & Sales Orders)

  • Product Details (Bills of Materials, ingredients, suppliers)

  • Facility data (addresses, utilities)

  • Transport data (routes, modes of transport)

  • Employee data (commuting, business travel)

Tip: You can export partially completed data to clearly see where information is still missing. Once gaps are filled, re-upload the updated file using the Upload button.

Good to know: When uploading data, the upload behavior changes between Collection pages. In Purchase and Sales order pages, uploaded data is always added to existing data. In other pages, data is overwritten (e.g. addresses in the Facilities page).

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