Your impact analytics are only as good as the data you are using. Here are three activities that can help you and your team update your data over time so that your dashboards and insights are as relevant as possible:
- First, collect data on an ongoing basis. You will be able to update different kinds of data at different levels of frequency -- so a good first step is to review all of the data associated with your impact framework to determine how frequently you will be collecting each type of data.
- Second, regularly schedule time to update your data in the UpMetrics platform. If you are uploading a CSV file to update an existing Data Table, make sure all the headers of the columns in your CSV spreadsheet exactly match the headers of the columns in the UpMetrics Data Table. While this process should not take long, it can often get pushed off until tomorrow when more urgent tasks come up. That is why blocking off time on your calendar to review and upload new data on a regular basis can help you prioritize efforts to become more data driven by ensuring your data in the UpMetrics platform is as relevant as possible. If you are using third-party integrations (e.g. Salesforce, Google Sheets, etc.) or the UpMetrics Data Collector, data that is entered into those platforms will update in the associated UpMetrics Data Table in real-time.
- Third, consider if there is any additional data you’d like to start collecting or utilizing. This could include accessing public data on the UpMetrics platform, or creating a new survey to begin gathering new data. By starting with your goals, you can make sure that the data you are collecting and regularly updating is helping you track progress and learn more about your impact.