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Impact Reporting Solutions for Grantmakers

You invest in change, but gathering and making sense of impact data isn’t always simple. UpMetrics helps funders better support and empower grantees while turning messy impact reporting workflows into real-time insights and clear, credible stories that strengthen decisions, relationships, and community impact.

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Why Grantmakers Choose UpMetrics

As philanthropy shifts toward transparency, equity, and learning, funders need tools that make impact reporting easier and insights clearer - without adding burden to grantees. 
Clear, Credible Reporting for Boards & Stakeholders
One Integrated & Unified View of Impact Data
Better Decision-Making, Powered by Data
Less Burden, More Alignment with Grantees
Hands-On Capacity Building Programs for Grantees
Data Security You
Can Count On

How UpMetrics Supports Grantmakers

Our platform, services, and capacity-building programs work together to strengthen learning, alignment, and outcomes across your organization and grantee network.

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The UpMetrics Platform

A modern, funder-friendly tool built to streamline data collection, impact analysis, and reporting - delivering the insights you need to drive your mission forward.

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Capacity Building Cohorts

A funder-sponsored program that gives grantees the tools and training to build operational resilience through data and storytelling skills.

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Services

Our services provide additional capacity and subject matter expertise to help you operationalize your impact strategy and get more from your data.

The UpMetrics Platform

Data Collection to Impact Storytelling - All in One Platform

Track outcomes across programs, build reusable dashboards, and turn grantee data into clear stories that illustrate your foundation's impact.

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SOC2 T2 - green - horizontal with strokeUpMetrics is SOC 2 Type 2 compliant, ensuring your data is protected by independently audited security standards.

Centralized Data Collection & Management

  • Smart, Relevant Data Requests: Build theme or program-specific question sets with conditional logic so grantees only see relevant metrics (less burden for them, cleaner data for you).
  • Integrations & Imports: Pull in data from external tools and systems to eliminate manual work and centralize everything in one place.
  • Qualitative Data Capture: Capture stories, photos, and other contextual elements that help bring your impact to life, and transform them into measurable datapoints.
  • Submission Tracking & Version Control: Track exactly who's submitted, who needs follow-up, and which report versions were shared with which grantees.

Advanced Analytics & Reporting

  • Advanced Visualizations: Leverage a wide range of visualization options to dynamically explore and present data.
  • Theme-Level & Fund-Level Intelligence: Analyze impact within individual themes or roll up to track program-level performance, enabling you to see granular details and the big picture.
  • Exploratory Filtering & Drill-Down: Filter, drill into, and explore data from every angle to reveal meaningful insights and answer emerging questions on the fly.
  • Benchmarking Tools: Compare performance against programs, geographies, time periods, or other benchmarks to identify which investments are driving outsized impact and which need additional support.
  • Real-Time Insights: Dashboards update automatically as new data is submitted, helping you track performance, make decisions, and prepare for meetings on demand.

Presentation-Ready Dashboards

  • Interactive Dashboards: Build interactive, presentation-ready dashboards that can be customized for different audiences.
  • Context-Rich Storytelling: Combine impact metrics with grantee narratives and visuals to create dashboards that tell the full story.
  • Build Once, Reuse Everywhere: Create and reuse charts across multiple dashboards. When data updates, it automatically updates everywhere the chart is used - saving time, ensuring consistency, and keeping reporting aligned across your organization.

Secure Sharing & Permissions

  • Role and User-Based Permissions: Set dashboard and data permissions by role or user so teammates can self-serve the information they need while maintaining data security.
  • Public Dashboard Links: Generate public URLs for dashboards to easily share impact data with external stakeholders - without providing access to sensitive underlying data.
  • Simplified Sharing via Embed & Export: Embed live charts in websites and online portals, or export them for presentations without manual reformatting.
  • SOC 2 Type 2 Compliant: UpMetrics provides enterprise-grade data security you can trust. We are SOC 2 Type 2 compliant, ensuring your data is protected by independently audited security standards.

Data Culture Maturity Assessment for Grantmakers

A quick, research-informed self-assessment that offers an inside look at how data is collected, shared, and used across your organization.

By taking the assessment, you’ll receive:

  • A snapshot of your organization’s current data culture maturity level

  • An understanding of your strengths and gaps across five functional areas

  • Tailored recommendations for improvement you can put to work right away

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Capacity Building Cohorts

Help your grantees grow smarter, stronger, and more resilient.

UpMetrics’ Cohorts are transformative, funder-sponsored grant programs that empower nonprofits with the data skills, connections, and confidence they need to thrive.

Through a blend of hands-on training, peer learning sessions, and access to the UpMetrics platform, grantees build new skills, strengthen operational effectiveness, and improve long-term stability.

At the same time, funders can simplify reporting and track real-time impact while building deeper relationships with grantees.

Services

Expert partnership to increase capacity, strengthen systems, and scale impact.

Whether you need one-time project support or an ongoing partner, UpMetrics’ services team handles the heavy lifting of data collection, management, and reporting - so you can stay focused on driving change.

  • Systems Integration & Data Migration
  • Data Collection & Transformation
  • Impact Reporting Strategy, Implementation & Management
  • Impact Dashboard Design & Maintenance
  • Strategic Advisory & Impact Framework Support
  • Platform Training & Education
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Ready to simplify reporting and amplify your impact?


Let’s build a more data-informed, community-centered future together.

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Expert insights, trends, and best practices around impact reporting and using data to amplify meaningful change.