This article introduces you to some of the main concepts you'll need to learn to get the most from UpMetrics.
This article contains the following topics:
To help ensure the security of your data, UpMetrics provides different user roles that give different levels of access to UpMetrics’ capabilities.
The following roles exist:
- Users can add and edit Data, Metrics, Goals and Stories, as well as the Organization Profile
- Admins have all the same abilities as regular Users, but can add new users to their Organization
UpMetrics Lite accounts can only have one user. This user has Admin access.
For UpMetrics Pro and Enterprise accounts, please reach out to firstname.lastname@example.org to add new users or edit user roles.
The Data section in UpMetrics allows you to centralize data from multiple sources. You can add multiple Data Tables, and organize them in Datasets. There are different ways to add data:
- Imports: CSV upload, Data Collector, Existing Table, Public Data Sets
- Integrations: Salesforce, Qualtrics, SurveyMonkey, Google Sheets, UpActive
Existing Data Tables can be updated manually or automatically over time. The data contained in your Data Tables can be analyzed and visualized in the Metrics and Goals sections of the platform.
For more information, see: Data overview
The Metrics section allows you to create Metrics Dashboards to analyze and visualize your data, gain insights into your operations, and make informed decisions.
For Pro and Enterprise accounts, your dedicated Implementation Specialist helps set up your initial Metrics Dashboards.
A Dashboard is made up of a collection of widgets, individual data visualizations which can present your data in a range of formats such as graphs, heat maps, data tables and more. You can add as many Widgets as you want to a Dashboard, and rearrange or resize the Widgets to different positions on the Dashboard to meet your needs.
To share key metrics externally, you can embed selected Widgets in your website. You can also share external links to your Metrics Dashboards.
For more information, see: Metrics overview
The Goals section allows you to set goals and track progress towards them over time. You can create one or more Goals Dashboards.
Each Goal is made up of one or more Indicators. Each Indicator can be updated automatically with data from the Data section, or manually by entering your own progress updates. You can attach Stories from the Stories section to indicators which add context and qualitative information to your data.
For Pro and Enterprise accounts, your dedicated Implementation Specialist helps set up your initial Goals Dashboards.
Goals can be shared externally by adding them to your Profile or by embedding them in your website. You can also share external links to your Goals Dashboards.
For more information, see: Goals overview
The Stories section allows you to collect and organize qualitative data to give context to your operations and impact.
You can add new Stories by typing text (e.g. quotes, notes, summaries), using links (e.g. blog post, news article) or uploading attachments (e.g. image, photo, document), and you can organize them into Collections.
Stories can be attached to Indicators to add context around progress towards your Goals.
You can share Stories externally by adding them to your Profile.
For more information, see: Stories overview
Your Impact Profile is a public page that allows you to tell your story of impact externally by sharing selected Goals and Stories. You can include an overview of your organization and links to your website, leverage existing donation tools for fundraising, and link to other social media accounts.
For more information, see: Impact Profile overview