About UpMetrics

UpMetrics is a data analysis and data management platform that helps foundations, nonprofit organizations and investors streamline operations related to data collection, goal tracking, data visualization and more on a centralized platform. It allows staff members to create organizational goals and monitor progress across multiple key performance indicators (KPIs). UpMetrics enables team members to create datasets and define table columns by importing CSV files, public data and survey information using a drag-and-drop interface. It allows employees to create data collection surveys with multiple question types, such as multiple-choice, dropdown, checkboxes and paragraphs. Additionally, team leaders can create dashboards using custom widgets to visualize information in b...
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UpMetrics User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

5

Customer support

5

Functionality

4.5

Showing 1 - 5 of 33 reviews

Liz

Generation Citizen

Verified reviewer

Company size: 11-50 employees

Industry: Non-Profit Organization Management

Time used: Less than 2 years

Review Source: Capterra

Ease-of-use

5

Value for money

4

Customer support

5

Functionality

5

Reviewed January 2021

Strengthening Organizational Capacity and Storytelling

Working with UpMetrics has been wonderful! Their team is hands on and supportive while also adept at listening to and responding to clients' tailored needs and priorities. That collaborative and flexible approach has been essential to my organization's ability to not only create impactful dashboards, but to ensuring an effective and clear rollout and training across all our teams.

Pros

UpMetrics stands out as product because of the holistic offerings it provides to organizations. In addition to being a highly effective data system, UpMetrics has become an essential knowledge management and collaboration tool across our nationwide teams. UpMetrics is now our one stop shop for managing internal and external organizational data, gleaning critical learnings and best practices from our programs, and telling and visualizing the "so what" of our work. Equally importantly, UpMetrics has become a crucial lever for building our staff's capacity to engage with and learn from data.

Cons

No major issues or areas of dissatisfaction have come up for us. There are small tweaks we've shared, eg. around our preferences for how we'd like data visualized that are not currently available. Nothing out of the ordinary though for a growing company and unique product offering. More importantly, I have been impressed by UpMetrics' openness to discussing our ideas for evolving the product to meet ours and other clients' ongoing needs.

Reasons for choosing UpMetrics

UpMetrics was (1) the most user friendly interface/platform and (2) provided the most holistic approach to connecting with our data. Many of the other platforms had a bigger learning curve and required more extensive training to use. It was important to us that we get a platform that all our teams could easily engage with and evolve/redesign over time to meet growing organizational needs. UpMetrics has certainly delivered in this regard. Additionally, compared to other platforms I was impressed with the diverse offerings UpMetrics provides all under one platform's roof. For instance, most platforms offer customizable quantitative data dashboards, but UpMetrics also has a qualitative data organization component that has become a great resource across my program, communications, and development teams. Another example is the UpMetrics' Impact Profile tool. This tool allows you to create a virtual one pager plugging your organizations' impact, connecting it to data from elsewhere on the platform, and linking to your website and fundraising pages. All of these factors influenced our decision to choose UpMetrics and it has exceeded expectations!

Michael

IC Catholic Prep

Verified reviewer

Company size: 201-500 employees

Industry: Sports

Time used: More than 2 years

Review Source: Capterra

Ease-of-use

5

Value for money

4

Customer support

5

Functionality

5

Reviewed December 2020

Tons of Information!

We are answering many questions in our school and athletic department. We have readily available data to show to prospective students and/or stakeholders in our community regarding the successes and breakdowns of our athletic department. We know understand areas of focus and attention in developing 3-5 year plans for our department. We see when individual programs need to be addressed and worked with pending the data.

Pros

The dashboard of information that UpMetric provides us serves us in many ways. We analyze this data for targeting certain feeder schools. I use this in evaluating my head coaches in regards to attendance records and academic success of their program and student-athletes. The cleanliness of the product is great, easy to read, and interactive.

Cons

If I want to switch something around or see new data, I cannot do it myself on the dashboard. I can, to a certain extent. But I normally would have to speak to my rep and get it handled. Which is very easy and a seamless process because of the relationship we have built and the responsiveness of their team.

Reasons for choosing UpMetrics

The people and team at UpMetrics is top-notch. Very friendly and easy to work with. They are incredible in welcoming ideas and feedback to help them serve their clients best.

Tahisha

San Francisco 49ers Academy

Verified reviewer

Company size: 2-10 employees

Industry: Non-Profit Organization Management

Time used: Less than 2 years

Review Source: Capterra

Ease-of-use

5

Value for money

4

Customer support

4

Functionality

5

Reviewed January 2021

Review of Platform

The overall experience has been overall positive with Upmetrics. I appreciate the level of dedication that the staff gave in the beginning. We are a small nonprofit with limited capacity, and the individual support that Upmetrics provides is truly beneficial.

Pros

The impact profile is great to send to potential donors or individuals interested in our impact results. It's simple and clean. I also like how we can easily modify how we show our impact results. I also think the stories feature is an asset to the platform. We are often saving our testimonials on a word doc but this feature helps us store this information and grab quotes when needed.

Cons

We are still in the process of integration. The software itself isn't difficult. However, molding it to our data structure is somewhat difficult.

Reasons for choosing UpMetrics

We choose UpMetrics because of the team more than the product. We felt that the team at Upmetrics had an understanding of the complex work we do and could help to dissect the data we collect to make sense of it.

Daniel

Appalachian Pulmonary Health Project

Verified reviewer

Company size: 51-200 employees

Industry: Medical Practice

Time used: Less than 2 years

Review Source: Capterra

Ease-of-use

3

Customer support

5

Functionality

4

Reviewed December 2020

Data and graphics for public health

Very positive experience with both the app and the tech support. Our project is spread over two states, 6 counties, 10 schools. This app helped us move from a paper evaluation design to web-based and paperless. That was a major improvement in efficiency for both data collection and analysis. I don't think we have seen all the benefits yet.

Pros

We are a small implementation staff for a project to dissuade middle school students from starting use of tobacco products, especially vaping. The funder of this project hired UpMetrics to evaluate all of their grant projects. This provided us with a great evaluation tool which far exceeds the data collection and graphics we could have developed on our own. UpMetrics staff helped us shift from paper data instruments to on-line. We have students and teachers who are providing pre and post surveys from their cell phones direct to the data platform. UpMetrics staff has been very accessible to help us design and improve our survey instruments.

Cons

Because this is my first experience with this type of evaluation platform, I don't have good basis for comparison. So far I have mainly used the data tab. I have not yet worked with metrics or impact profile tabs.

Reasons for choosing UpMetrics

I was not the purchaser. The app was provided by our funder, Pallottine Foundation of Huntington (WV).

Kevin

Victor J. Andrew High School

Verified reviewer

Company size: 201-500 employees

Industry: Education Management

Time used: More than 2 years

Review Source: Capterra

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed December 2020

Letting Data Drive Participation

I have introduced UpMetrics at two different school districts and it has been very well received. I was very pleased to see my previous school still using it after I left. Having a partner that helps with the breakdown and analytics of the data and provides it back to me is extremely helpful in a job that sees very little free time to do analysis.

Pros

What I love most about UpMetrics is how user-friendly the platform is, and their outstanding customer service. Their customer service with staff training, and tech support is amazing, almost always same day!

Cons

For how I use the platform, there is not much negative I can say. However, what I can say is how much I miss the attendance-tracking ability UpMetrics had previously and how much I would love to see that come back!

Reasons for choosing UpMetrics

UpMetrics was a multi-functional platform that allowed us to centralize communication, attendance-taking and tracking, and data analytics all in one platform! Their customer service is top-notch, and the speed in which they turn their analysis around for use is awesome!

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