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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Trusted by Leading Grantmakers

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.

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.

Capacity Building Cohorts

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

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 stroke UpMetrics 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

Take the Assessment

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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.

Learn more about our cohort program

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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Latest Articles from our Blog

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

Participatory Grantmaking Principles, Potential, and More

Participatory grantmaking is a philanthropic approach that transfers decision-making power to the communities affected. Read this article to learn more.

Why Annual Impact Reports Are Failing Foundations — And What Comes Next

Learn how foundations are shifting to dynamic, transparent impact reporting that drives real-time learning and stronger decisions.

Foglia Family Foundation and UpMetrics Celebrate 8 Years of Partnership as the 2025-26 Cohort Launches with Three New Grantees

Marking eight years of partnership, Foglia Family Foundation and UpMetrics launch their 2025-26 Chicago cohort with three new grantees, focused on data-driven impact.

How to Build a Data-Driven Culture in Your Organization

Discover practical steps to build a data-driven culture that turns insights into impact and empowers teams to make confident, strategic decisions.

Holding the Line on Equity: What Purpose-Led Grantmakers Can Do When States Are Rolling DEI Back

Learn how foundations can stay values-led and protect grantees as anti‑DEI legislation spreads—plus 5 strategies for equity-centered grantmaking.

How Cross-Sector Collaboration Strengthens Resilience in Uncertain Times

Discover how cross-sector collaboration—across philanthropy, government, business, and academia—can help grantmakers build resilience, amplify impact, and drive lasting change in ...

Beyond the Grant: How Funders Can Build Grantee Capacity for Lasting Impact

Explore strategies from the Blue Cross Blue Shield Foundation of Louisiana and others on tailored support, data-driven collaboration, and equity-focused funding.

Trust-Based Philanthropy Doesn’t Dismiss Metrics — It Demands Them

With trust-based philanthropy, some may feel tempted to let go of metrics altogether, believing that measuring impact might somehow erode trust. But that couldn't be further from ...

5 Challenges that Strain the Funder-Grantee Relationship—and Why It Matters

Explore key reasons behind why there's a fundamental disconnect exists within the grantmaker and nonprofit relationships.

Frequently Asked Questions

Still have questions? Connect with our team and we'd be happy to answer them for you.

How is UpMetrics different from our Grants Management System?

Your grants management system is the administrative backbone of your grantmaking — handling applications, compliance, payments, and relationship tracking.

UpMetrics is the impact data and reporting layer that sits alongside it, covering everything your GMS doesn't do well: framework design, collaborative reporting, qualitative and quantitative data collection, portfolio-level analysis, and external storytelling.

The two can coexist, and most of our foundation customers use both.

How much does UpMetrics 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.

You can reach out to the UpMetrics team here.

Does UpMetrics integrate with our existing tools and data sources?

UpMetrics connects with the tools most impact organizations already rely on, including Google Sheets, CSV exports, 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.

How long does implementation take?

Implementation time is dependent on the complexity of your data and your team's familiarity with data management tools, but most customers are up and running within four to six weeks.

For more comprehensive setups, structured implementation and onboarding Services can be purchased and can run up to 120 days.

Learn more about our Services.

Do the nonprofits that report to us have to sign up for UpMetrics?

They do — but the account is free and it's genuinely useful to them.

Instead of submitting into a black box, they get a central hub to manage data across all UpMetrics-connected reporting requests, collaboration tools for their team, and access to their own submission history.

When the platform benefits them — not just you — adoption follows.

How does UpMetrics reduce the reporting burden on grantees?

Grantee reporting fatigue is one of the most common friction points in philanthropy, and UpMetrics is built with that in mind. You can create program-specific question sets with conditional logic so grantees only answer what's actually relevant to their work. Submission tracking lets your team see exactly who's responded and who needs a nudge, without back-and-forth email chains. The result is a lighter lift for grantees and cleaner, more consistent data for your foundation.

Can UpMetrics support grantees that have limited data capacity?

Yes, and this is where our capacity building cohorts come in. UpMetrics offers funder-sponsored cohort programs that give grantees hands-on training in data collection, outcome tracking, and impact storytelling. Think of it as building the muscle across your whole portfolio, not just giving grantees a tool and hoping they figure it out. Foundations use this to strengthen their grantee network while improving the quality of data they receive.

How does UpMetrics help us report to our board and major donors?

UpMetrics lets you build presentation-ready dashboards that combine impact metrics, grantee narratives, and visuals into a single, coherent story. You can share these via secure links or embed them in reports without giving board members or donors access to underlying data. Dashboards update automatically as new grantee data comes in, so you're always working from current numbers rather than manually compiling a snapshot before every board meeting.

How is our data protected?

UpMetrics is SOC 2 Type 2 certified, which means our security practices have been independently audited, not just self-reported. All data is hosted on AWS servers in the United States, access is controlled by role-based permissions, and your data is never sold or shared with third parties.

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