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The Leading Power BI Alternative for Social Impact Orgs

UpMetrics is the top social impact measurement and reporting platform, connecting organizations that fund impact (foundations and impact investors) and social good organizations (nonprofits and portfolio companies).

Unlike Power BI, UpMetrics was made with social impact reporting and measurement in mind. Learn more about how these two tools stack up and why to choose UpMetrics.

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1,300+

Active Users

4.8

Capterra Rating

60%

Avg. Reduction in Reporting Time

SOC2

Type 2 Compliant

Why Social Impact Organizations Choose UpMetrics

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Engineered for social impact.

UpMetrics provides organizations with all the tools they need to measure their impact. Teams measuring impact can define key impact indicators (KIIs), build custom intake forms, and track submissions in real time. From there, you can centralize data, run visual analytics, and publish qualitative field stories. 

Built for the unique challenges of philanthropy and impact investing, UpMetrics reveals fresh opportunities and highlights operational needs, turning routine evaluation into continuous iteration and improvement.

Collaborative, two-sided data sharing.

UpMetrics bridges the gap between organizations that fund impact and their social good partners, simplifying impact reporting and ensuring important information doesn’t slip through the cracks. Power BI, on the other hand, is built for sharing finished reports and doesn't facilitate easy information sharing.

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Centralized architecture, built for impact.

When impact reporting doesn't require stitching together disparate sources of information, teams can spend more of their week using their data rather than assembling it. UpMetrics centralizes the most useful tools these organizations use to make decisions, from data collection to the creation of shareable report dashboards. As a purpose-built impact reporting platform, UpMetrics offers more impact-specific functionality in one place than Power BI’s generalized tools.

Recently Released

QUALITATIVE DATA ANALYSIS

Turn qualitative data into measurable metrics.

Capture the stories, photos, interviews, and testimonials behind your numbers, and make them as analyzable as any quantitative metric.

Structured coding, categories, and program associations let you organize qualitative data right in the platform, no exporting or spreadsheet cleanup required. From there it feeds straight into your dashboards, painting a complete, contextual picture of impact that numbers alone can't tell.

Released August 2026. Learn more →

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Dedicated coaching from sector experts.

UpMetrics is passionate about social progress, and the team cares about the organizations that use our tools. We offer comprehensive service add-ons that allow us to work alongside customers, providing the hands-on guidance, expert coaching, and resources required to make a lasting difference. The majority of our team has direct experience within the social sector/social impact space and brings that specialized, first-hand knowledge/experience to our work.

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REAL-TIME ANALYTICS & DASHBOARDS

Surface insights your whole organization can act on.

Turn complex impact data into a live, explorable view of performance.

Dashboards update automatically as new data comes in, giving you real-time visibility from individual program results to portfolio-wide trends. Filter by theme, geography, or time period, benchmark across programs, and drill down or roll up as needed. For teams that want to go further, you can write and run custom queries directly against your data for on-demand analysis, without leaving UpMetrics.

It's impact analysis that helps your team make decisions in the moment, not just at year-end.

 

 

REUSABLE, READY-TO-SHARE VISUALIZATIONS

Build once, share anywhere — no reformatting required.

Create charts once and reuse them across multiple dashboards — when data updates, every instance updates automatically.

Customize dashboards for different audiences, share via public links or embedded charts without exposing underlying data, and combine metrics with narratives to tell the complete impact story.

No reformatting, no version control. Just current, compelling data wherever your stakeholders need it.

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ROBUST SECURITY & ADMIN TOOLS

Verified data security you can count on.

Role and user-based permissions let program teams, analysts, and leadership self-serve the data they need while keeping sensitive information protected.

UpMetrics' SOC 2 Type 2 certification ensures our security practices are independently audited against enterprise-grade standards, so your organization and stakeholders can trust that sensitive data stays where it belongs.

UpMetrics vs. Power BI: Head-to-Head Feature Comparison

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From fragmented data to a single source of truth.

Stop stitching together survey tools, spreadsheets, emails, and PDFs. UpMetrics centralizes all of your data into one system so you can see the full picture of your impact.

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Measure what matters most to your mission.

Advanced analytics tools let you set targets, track performance against them, and understand where your impact strategy is working and where it needs attention.

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Use data to learn and improve, not just report.

The best reporting cycles don't just produce data, they improve what you do next. UpMetrics helps your team surface trends, flag gaps, and turn every cycle into an opportunity to improve strategy and outcomes.

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Strengthen relationships with impact partners.

Reporting shouldn't feel like an audit. UpMetrics creates a shared experience where data flows both ways, feedback is built in, and every cycle strengthens relationships rather than straining them.

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Tell your impact story with clarity & confidence.

Whether you're reporting to a board, presenting to partners, or communicating publicly, UpMetrics make it easy to share compelling and credible impact narratives.

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Reclaim your time for mission-critical work.

UpMetrics automates the administrative work that consumes your team's time, freeing them to focus on strategy, relationships, and outcome delivery instead.

 

UpMetrics vs. Power BI: Head-to-Head Feature Comparison

Feature UpMetrics Power BI
Impact Framework Builder Flexible framework dimensions allow you to customize an impact framework to your preferred model ❌ No built-in framework concept; requires manual DAX/table modeling
Qualitative & Sentiment Data Native "Stories" feature: sentiment tagging, coding, media attachments ❌ Built-in sentiment tools retired in 2025; now requires custom Azure Language setup
External Stakeholder Collaboration Grantmakers and impact investors can collaborate and view reporting submissions from nonprofits and portfolio companies in one place ❌ Data entry requires bolting on Power Apps or Forms, and every viewer typically needs their own paid license
User-Friendliness Drag-and-drop framework and dashboard builder, no coding required ❌ Building custom metrics or data models requires DAX and Power Query skills
Data Collection & Survey Forms Native two-way portal with survey forms, conditional logic, draft saving, and submission tracking. Supported by embedding Microsoft Power Apps or connecting to Microsoft Forms for data entry.
External Stakeholder Collaboration Shared two-sided portal where grantmakers/investors and grantees/portfolio companies submit, review, and track progress together in one system of record. Designed for top-down report distribution; multi-party data entry or workflow approvals require custom Power Apps or individual user licensing.
Data Integration & Centralization Centralized hub importing data from CSVs, Google Sheets, spreadsheets, CRMs, and external APIs into a single source of truth. ETL capabilities sourced via Power Query, supporting many cloud, database, and API connectors.
Dashboards & Real-Time Visualization Configurable and interactive impact dashboards with live filtering and drill-down options, reusable charts, public link sharing, and web embedding. Interactive reporting, real-time dataset streaming, and advanced custom visuals.
Role-Based Access Control Tailored audience visibility and role-based permissions designed for internal teams, boards, and external partners. Row-Level Security (RLS) configured via DAX rules and managed through Microsoft Entra ID (Azure AD) groups.
Security & Compliance SOC 2 Type 2 compliance and enterprise data security protocols. Security backed by Microsoft Azure infrastructure and SOC 2 Type 2 compliance.

What Customers Say About UpMetrics

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UpMetrics has enabled us to measure and share our impact much easier with LPs and our key stakeholders compared to tools like Tablecloth.

HCAP Partners

Hope Mago, Partner
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UpMetrics allows us to move from reporting what we do to understanding why and how our programs make a difference so that we can make even smarter decisions.

Los Angeles Dodgers Foundation

Dr. Kerry Klima, Sr. Director Organizational Development, Evaluation & Impact
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After working with UpMetrics, we got some of our first substantial federal grants - because these are the kinds of grants that require real data.

NewBo City Market

Sarah Blais, Senior Director of Market Operations
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UpMetrics has been an invaluable partner for capacity-building among our grantees -  helping them develop impact reporting skills while improving communication and collaboration through shared learning.

IMC Chicago Charitable Foundation

Lisa Wiersma, Executive Director
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Collecting impact data from 37 active portfolio companies is a tall order. UpMetrics helped us evolve annual impact reporting from a burden into a value-add practice for our portfolio.

SJF Ventures

Anna Rumer, Associate Impact Acceleration and Platform
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With UpMetrics, we have been able to identify areas of opportunity and growth. As a result, we have increased our impact and reach within the the community while working more efficiently and effectively as a team.

The Campbell's Soup Company

Kate Barrett, President

Built for Everyone

Easy-to-use ensures new users learn to use prototyping tools.

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This template is really nice and offers quite a large set of options.

Zachary Freeman - Attendance Works

Zachary Freeman

Director of Finance and Operations, Attendance Works
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Ive had the pleasure of working with Sprocket Rocket since its inception and find it to be an invaluable tool in helping modernize our HubSpot build process.

Meg Riley

Meg Riley

Product Designer, Google
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This template is really nice and offers quite a large set of options.

Mark Robinson

Mark Robinson

Product Designer, Google
left-quote Created with Sketch.

Ive had the pleasure of working with Sprocket Rocket since its inception and find it to be an invaluable tool in helping modernize our HubSpot build process.

Meg Riley

Meg Riley

Product Designer, Google
left-quote Created with Sketch.

This template is really nice and offers quite a large set of options.

Mark Robinson

Mark Robinson

Product Designer, Google
left-quote Created with Sketch.

Ive had the pleasure of working with Sprocket Rocket since its inception and find it to be an invaluable tool in helping modernize our HubSpot build process.

Meg Riley

Meg Riley

Product Designer, Google

What Customers Say About UpMetrics

UpMetrics helps us assess the effectiveness of new initiatives, monitor trends in our impact over time, and supports our fundraising efforts/reporting for funders.

Without them, all of these things would be harder, and some of them we might not be able to do at all.

Zachary Freeman - Attendance Works

Zachary Freeman

Director of Finance and Operations, Attendance Works

"Ive had the pleasure of working with Sprocket Rocket since its inception and find it to be an invaluable tool in helping modernize our HubSpot build process."

Meg Riley

Meg Riley

Product Designer, Google

"This template is really nice and offers quite a large set of options. It’s beautiful and the coding is done quickly and seamlessly. Thank you!"

Mark Robinson

Mark Robinson

Product Designer, Google

"Ive had the pleasure of working with Sprocket Rocket since its inception and find it to be an invaluable tool in helping modernize our HubSpot build process."

Meg Riley

Meg Riley

Product Designer, Google

"This template is really nice and offers quite a large set of options. It’s beautiful and the coding is done quickly and seamlessly. Thank you!"

Mark Robinson

Mark Robinson

Product Designer, Google

"Ive had the pleasure of working with Sprocket Rocket since its inception and find it to be an invaluable tool in helping modernize our HubSpot build process."

Meg Riley

Meg Riley

Product Designer, Google

Ready to make impact reporting work for everyone in the room?

Talk to our team about how UpMetrics can simplify and add value to your organization's reporting workflow - whether you're an investor, foundation, or nonprofit.

UpMetrics FAQs

What is UpMetrics?

What is UpMetrics?

UpMetrics is a cloud-based, end-to-end impact reporting platform purpose-built for the social sector and impact investing lifecycle. UpMetrics’ features include:

  • Impact framework builder that allows teams to construct impact frameworks based on each organization’s goals and KIIs
  • Stories module that empowers users to upload, categorize, and tag qualitative content so that it’s actually measurable
  • A two-way reporting portal that allows organizations to create and send reporting requests on a schedule or on demand, and empowers both the organizations that submit and request data to access the same source of truth
  • The ability to import or integrate data from external tools to consolidate all impact data into one central location
  • Configurable dashboards that simplify impact data analysis
  • Public dashboard support that provides links, embeds, and exports
  • Security in accordance with SOC 2 Type 2 standards and role-based access control

Beyond the platform’s core features, UpMetrics also offers expert support services and capacity-building Cohort programs that help organizations make the most of UpMetrics’ tools and connect with social impact or funding organizations.

Which organizations use UpMetrics?

UpMetrics is built for the following organizations:

  • Impact investors: Venture capital firms, private equity firms, and asset managers tracking financial and social returns across portfolios.
  • Foundations/grantmakers: Private, family, and community foundations seeking to boost administrative efficiency and support portfolio learning.
  • Social good organizations (nonprofits and impact investor portfolio companies): Mission-driven organizations and investees that want to measure and report on their impact to support funder requests, continuous improvement, and fundraising.
Why switch from Power BI?

Some organizations are moving on from Power BI because of its:

  • Steep learning curve: Some users feel frustrated with Power BI due to its complexity, unintuitive design, and lack of dashboard visuals.
  • Data collection limitations: Power BI is only built to analyze and visualize data, while UpMetrics includes native collection forms, conditional logic, and submission tracking.
  • Engineering complexity: Power BI requires custom data schema engineering and DAX maintenance, which can drain team time and funds. On the other hand, UpMetrics is made to be user-friendly so the entire team can use it, regardless of their technical expertise.
  • One-dimensional analytics: Power BI has no native way to code, categorize, or tag qualitative data. UpMetrics features native qualitative analysis tools (e.g., Codes, Categories, and sentiment tracking) so teams can analyze qualitative stories alongside numerical metrics.
  • Clunky reporting workflows: Power BI is a single-sided visualization engine where funders simply consume top-down reports, leaving nonprofits and portfolio companies to handle data collection in separate systems. In contrast, UpMetrics provides two-way collaborative portals that give both funding organizations and field partners a shared system of record for submitting data, saving drafts, tracking progress, and viewing historical impact together.
What’s the best Power BI alternative?

UpMetrics is the top Power BI alternative because it:

 

  • Is purpose-built for social impact rather than generic corporate analytics.
  • Provides a single system of record and a set of impact measurement and reporting tools.
  • Facilitates stakeholder collaboration.
  • Has built-in framework mapping.
  • Is easy for anyone to use, regardless of their experience or reporting knowledge.
  • Provides hands-on support, coaching, and connections to other social good organizations (both for impact investors/foundations and nonprofits/portfolio companies).
How much does UpMetrics cost compared to Power BI?

Power BI starts at $14/user/month (Pro) or $24/user/month (Premium Per User), and costs scale quickly for foundations and impact investors. Plus, reaching feature parity with UpMetrics requires stacking on extras: Power Apps or Microsoft Forms for data collection, Azure Language for qualitative/sentiment analysis, and custom DAX/Power Query modeling for impact frameworks.

The cost of UpMetrics' impact reporting platform can vary based on the number of users, dashboards, and data tables your organization needs. It’s best to reach out directly to UpMetrics so they can scope the right solution for you.

How can we get started with UpMetrics?

It’s easy—contact the team below to discuss your goals and how you might use the platform.

If you’re a foundation or grantmaker, you can sponsor a Cohort program to provide partner organizations with platform access, peer learning, and hands-on coaching.

Ready to make impact reporting work for everyone in the room?

Talk to our team about how UpMetrics can simplify and add value to your organization's reporting workflow - whether you're an investor, foundation, or nonprofit.