Skip to main content

Frequently Asked Questions

Have additional questions that you don't see below? Reach out and we'll be happy to answer them!

FAQ

Impact Reporting FAQs

002-secure

UpMetrics FAQs

Impact Reporting FAQs

What is impact reporting?

Impact reporting is the process of collecting, analyzing, and communicating data about your organization’s programs. To be more specific, a great impact report should:

  • Cover outputs (what you did), outcomes (what changed), and long-term impact (why it matters). This ensures you present a bigger picture of your results to your audience. Here’s an example of this framework:
    • Our nonprofit provided ACT tutoring for 100 high school juniors this year (output). Of those 100, 85% improved their scores (30% by over four points), unlocking access to merit scholarships and universities with higher admission standards. This empowers students in the community to achieve long-term economic mobility and career trajectories by increasing college admission and reducing student debt (long-term impact).
  • Be accessible to different audiences. Everyone should be able to understand and draw value from your report, regardless of their data knowledge or fundraising experience. Audiences to keep in mind include funders, boards, beneficiaries, and the public.
  • Combine quantitative data (hard numbers and KPIs) with qualitative evidence (participant stories and feedback). By including various types of data, you can provide a verifiable, holistic view of your success rather than relying on assumptions.

When done well, an impact report goes beyond external accountability to empower better internal decision-making. Your team can use the data from your impact report to gauge your progress and inform next steps in your strategy.

 

Why is impact reporting important?

Why is impact reporting important?

Impact reporting is essential for mission-driven organizations, grantmakers, and impact investors alike to communicate their success and value to stakeholders. It also helps these groups:

  • Demonstrate accountability: Provide evidence to their respective backers—whether they are philanthropic funders, board members, or limited partners (LPs)—that their programs, grants, or investments are producing meaningful change.
  • Communicate results: Share outcomes with key audiences, such as community beneficiaries, grantees, or portfolio companies, to foster transparency, build trust, and strengthen future partnerships.
  • Drive strategic decisions: Create a data-driven feedback loop that helps teams make internal decisions about where to invest programmatic resources, direct grant funding, or deploy capital for maximum effect.

Moreover, having a consistent reporting system is now a baseline expectation rather than a differentiator, as stakeholders across the impact spectrum increasingly require standardized data. Demonstrating clear, measurable results not only ensures compliance with existing mandates but also builds the trust necessary to achieve long-term goals—whether that means securing larger, unrestricted multi-year grants, scaling philanthropic initiatives, or raising subsequent investment funds.

What is the difference between impact measurement and impact reporting?

Impact measurement refers to the process of defining indicators, collecting data, and analyzing results, while impact reporting is the process of communicating those results to funders, boards, or the public. Both are important for organizations, but many struggle at the reporting stage because their measurement processes are disconnected from storytelling tools.

 Fortunately, all-in-one platforms like UpMetrics handle both impact measurement and impact reporting, so you don’t have to worry about hard data being disconnected from your organization’s storytelling and impact reporting. 

What do impact reporting platforms do?

 Impact reporting platforms help organizations move from fragmented, manual data workflows to a single system for collecting, analyzing, and sharing impact data. Instead of stitching together spreadsheets, survey tools, and slide decks, you can define what you measure, collect structured data, analyze results in real time, and share findings with stakeholders, all in one place. 

What if we already have tools that do impact reporting tasks?

Most organizations do. The problem isn't not having tools—it's that most teams have too many tools that don't talk to each other.

If you have strategy frameworks outlined in documents, survey tools for data collection, analysis across multiple spreadsheets, and a separate tool for sharing results, you aren’t working efficiently, and you’re likely losing data accuracy in the process. Instead of stitching all of that together, UpMetrics gives you one platform to define what you measure, collect structured data, analyze results in real time, and share findings with stakeholders. That way, data flows from one stage to the next without anyone moving it manually.

UpMetrics FAQs

What is UpMetrics?

UpMetrics is a software and services provider dedicated to helping the social sector harness data for good.

Currently, our products include:

What types of organizations do you work with?

 UpMetrics works with impact organizations across the public, private, and social sectors. Our customers are most commonly nonprofits, foundations, or impact investors, but we also support for-profit organizations that are looking to track progress towards DEI goals or CSR initiatives. 

What does UpMetrics’ impact reporting platform cost?

The cost of our impact reporting platform can vary based on platform tiers and accompanying services, as well as your organization's size, goals, and data complexity. It’s best to reach out directly to our team so we can scope the right solution for you.

Reach out to get a custom quote. 
What tools does UpMetrics integrate with?

UpMetrics connects with the tools most impact organizations already rely on, including Google Sheets, CSV exports, Survey Monkey, and common grant management systems, so you can centralize existing data without rebuilding your workflows from scratch.

For data that doesn't live in a connected system, our Services team can build custom integrations via API development and/or RPA development. The goal is a single source of truth that pulls from wherever your data already lives, not a replacement for every tool in your stack.

We’re just getting started with impact measurement—is UpMetrics too advanced for us?

 UpMetrics is designed for organizations at every stage of their impact measurement and reporting journey, including those just getting started. Many of our customers came to UpMetrics with a messy current state and used the platform to build their measurement infrastructure from the ground up. Starting from scratch isn't a barrier—it's exactly the use case the platform is designed for. 

What if we need supporting services?

When you purchase the platform, your organization will receive standard onboarding, with the option to purchase additional services at an additional cost.

Learn more about our Service offerings

Does UpMetrics support the frameworks we already use (IRIS+, SDGs, etc.)?

Yes. UpMetrics is framework-agnostic by design — meaning you can bring your own indicators, map to established standards like IRIS+, SDGs, or Impact Performance Reporting Norms, or build a hybrid approach that standardizes core metrics while leaving room for the indicators specific to your strategy.

The platform adapts to the frameworks you use, not the other way around. And because your framework can evolve as your programs and priorities shift, you're never locked into the choices you made at setup.

How does UpMetrics protect my data?

Our products are built on enterprise-grade technology and employ a variety of features to help you protect your data.

Role and user-based permissions let you set access by role or individual, so program teams, analysts, and leadership can all self-serve the data they need while keeping sensitive information appropriately protected.

Underpinning all of it is UpMetrics' SOC 2 Type 2 Compliance Certification — meaning our security practices are independently audited against enterprise-grade standards over time, giving your organization and your stakeholders confidence that sensitive data stays where it belongs.

UpMetrics will also never sell your personal information. For more information, visit our privacy and security page. 

What servers does UpMetrics use, and where are your servers located?

 UpMetrics leverages the secure and reliable network provided by Amazon Web Services (AWS). All of our AWS servers are located within the United States. 

How does UpMetrics stand out from other impact reporting platforms?

Most impact reporting platforms only perform to satisfy requirements, but UpMetrics goes a step further by providing insights and opportunities for connection. In particular, these features make UpMetrics stand out from other platforms:

  • End-to-end workflow: Our platform covers the full cycle—from defining key impact indicators (KIIs) to collecting data, analyzing results, and sharing findings with stakeholders. Since everything is connected on a single platform, data flows seamlessly and accurately.
  • Built for both sides of the funding relationship: Funders use UpMetrics to collect and analyze portfolio-wide impact data, while the organizations that report to them use it to manage their own impact data and reduce reporting burden across multiple funders. 
  • Framework-agnostic: The platform adapts to your measurement strategy, not the other way around. You can bring your own indicators, map to IRIS+, SDGs, or even build a hybrid.
  • Software and services together: UpMetrics pairs our software with add-on professional services, managed services, and implementation support to help you get the most out of our tools.
  • Capacity building cohorts: Our unique cohort programs help teams build internal data and impact measurement skills alongside a peer community.
  • Built specifically for the social sector: Our data model, workflows, and outputs are designed for how nonprofits, foundations, and impact investors actually work, not adapted from a generic BI or CRM tool.  
What does the UpMetrics onboarding process look like?

Standard onboarding is already included in the platform when you purchase it. However, you can customize the onboarding process to include the following levels of support if needed:

  • Platform setup and data migration. Our team can handle the heavy lifting of the initial setup, which includes report and dashboard creation, template migration, and initial data cleaning and transformation. We can also help you onboard external stakeholders, such as funders.

  • The Define+ Program. In this one-on-one program, UpMetrics provides expert consulting in building out a custom impact framework. This is usually done over six virtual sessions over two months, and it’s best suited for organizations that need help establishing their impact strategy.

  • Cohort onboarding. Our cohort participants receive specialized training, enabling them to develop their own impact frameworks, KPIs, data collection tools, and dashboards. 
How long does it take to implement UpMetrics?

 UpMetrics’ implementation period depends on your organization’s data complexity, your programs and grantees, and the scope of your services. Standard onboarding is designed to get organizations live without a long IT project, so it usually takes about four to six weeks.  

Can we try UpMetrics before committing?

 Yes. We offer interactive demos on the website, and you can book a personalized demo with our team if you prefer. During the personalized demo, our team will scope the right solution based on your organization’s size, goals, and data complexity. In some scenarios, we can also offer a paid pilot for organizations that wish to test the platform internally before committing to a contract. 

Ready to simplify reporting and amplify your impact?

Talk to our team about how UpMetrics fits your organization's reporting workflow - whether you're an investor, grantmaker, or nonprofit.