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Impact Portfolio Reporting

Simplify time-consuming reporting processes, improve collaboration and transparency, and unlock meaningful performance insights by managing and exchanging impact data in a collaborative two-sided portal.

Pilot launching Spring 2025
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Simplify
Processes

Easy to set up, customize and manage. Centralize data to reduce reporting complexity.

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Track & Measure Performance

Visualize data to measure progress towards your goals and report on outcomes.

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Strengthen
Relationships

Drive collaboration, transparency and accountability.

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Accelerate
Growth

Unlock actionable insights to drive continuous learning and improvement.

IPR Interactive Demos

Click each screenshot to explore interactive demos for each of our IPR feature sets.
IPR-Funder-SurveysStatus (1)

IPR for Impact Funders

IPR-Producer-Survey

IPR for Impact Producers

IPR Functionality Matrix

UpMetrics IPR

2400 Pilot Launching 2025/yearly

Spreadsheets

1450 Excel, Google Sheets, etc./yearly

Survey Tools

1450 Survey Monkey, Typeform, etc./yearly

UpMetrics IPR

Spreadsheets

Survey Tools

Impact Funder Features
Two-sided data exchange portal
Track response status, view data submissions, and manage follow-ups in one centralized tool.
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Create a survey
Create a survey to send to grantees or portfolio companies to collect data
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Duplicate past surveys
Clone previous survey requests and update questions where needed to meet current requirements.
Customized branding
Upload your logo and customize your background, font, or color palette to match your organization's branding.
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Bulk import contact list
Bulk-upload recipients to quickly and easily get started.
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Require secure login for data submission
Recipients are required to securely login to submit data, enabling submission tracking and validated data submission.
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Conditional question routing logic
Create logic paths that skip, hide, or branch questions so that respondents only receive relevant/required questions, simplifying their experience.
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Upload files*
Attach external files to specific questions as evidence to support audits and reviews.
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Enable inclusion of supporting information
Allow recipients to include supporting information on a question-by-question basis, where needed.
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Data format validation
Ensure email, date, phone number, and other similar fields meet basic formatting consistency requirements.
Data accuracy validation
Automatically validate that related questions meet data accuracy requirements.
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Automated submission tracking
Systematically track data collection progress with ability to automatically send reminders to recipients to complete submissions.
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Real-time visualization updates
Automatically update dashboards as new data is collected to ensure your dashboards stay relevant without manual steps.
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Impact Producer Features
Two-sided data exchange portal
Simplify time-consuming reporting processes by exchanging data in a collaborative two-sided portal
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Multi-user data submission
Allow multiple users to work on data requests to accelerate the data submission process and improve collaboration.
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Auto-save progress
Allow multiple users to update and save submission progress as they work, enhancing collaboration and ensuring work is not lost.
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Conditional question routing logic
Question logic ensures recipients only receive relevant questions, reducing confusion around what data is being requested.
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Review historical responses
Review previous responses across reporting periods to support data accuracy and track progress over time.
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Include supporting information
Include supporting information on a question-by-question basis to provide additional context where needed.
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Upload files*
Attach external files to specific questions as evidence to support audits and reviews.
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Data accuracy validation
Automatically validate data formatting and that related questions meet data accuracy requirements.

    * Feature will be available later in 2025

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Have Any Questions?

If you have any questions, please reach out to us and we'd be more than happy to schedule a call.

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