Basic information to help you get started in UpMetrics.
Account management essentials, including setting passwords, adding users, understanding permissions, and more.
Define gives organizations the foundation to measure what truly matters. Teams can build custom Impact Frameworks or start from a library of templates aligned to common sector standards.
Collect makes consolidating existing data easy and flexible. Whether importing data from spreadsheets, Google Sheets, or custom integrations, teams can centralize data from any source.
Centrally manage Program associations across Stories and Reporting features, while maintaining clean data and preserving historical associations.
Capture the qualitative data behind your numbers and make it measurable. Code stories to organize and filter them, then build charts and dashboards from an analytics-ready dataset.
Analyze turns data into decisions. From basic dashboards to Advanced Analytics, teams can visualize data to surface trends, track progress, and generate the insights.
Leverage puts impact data to work externally. With shareable dashboard links and embeddable/exportable charts, organizations can tell a compelling story to external stakeholders without reformatting.
Set up and send reporting requests, capture structured data, track submissions, and turn your reporting process into a powerful learning engine that saves time and surfaces actionable insights.
The UpMetrics Community is a dedicated space where clients can connect with one another, ask questions, and access on-demand training courses.
