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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.

Launching Spring 2026
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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.

Impact Reporting Functionality Matrix

UpMetrics Impact Reporting

2400 Launching Spring 2026/yearly

Spreadsheets

1450 Excel, Google Sheets, etc./yearly

Survey Tools

1450 Survey Monkey, Typeform, etc./yearly

UpMetrics Impact Reporting

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.
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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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