DataRails was able to replicate all of the benefits of other more well known Planning Solutions at a much lower investment cost - both financial and human capital.

This used to take up so much time, and now it takes up no time at all.

Can handle multiple systems and locations with ease. It’s flexible, easy to use, and allows for planning at a granular level to improve budgeting and forecasting.

Formulas are easy to use once you get the hang of them. The online platform is clear and easy to navigate.

Easy to Implement and Superb Customer Service.

With DataRails we can track budgets, labor contributions, and finances. Cumulatively this helps us make better decisions.

Great customer support, they do a lot of the work so I can just feed data and get the information I need in the format I want.

Information is available on a global scale instantly so we can standardize analyses. A great investment if you’re looking to improve processes.

User friendly interface. Has streamlined our budgeting process.

Some features were missing but already developed recently.

Our finance users are happy with the benefits the application delivered to their day to day work.

Great solution for planning across a distributed organization.

My experience with DataRails has been first class. I have assisted with a seamless integration for Budgeting purposes and have now rolled out the solution for month end reporting.

For departments that rely heavily on Excel, this product is a must. All our information is in one place, it's accurate and reliable, and it boosts our confidence in the conclusions we draw from them.

A great product, we were able to take existing excel-based planning models and make them better with this FPA solution.

Staff is always nice and easy to work with. Integrates well with other systems.

Datarails is an exhaustive FP&A tool and great for  Budgeting and variance analysis. The Report Builder is a powerful feature that helps to review results by Office, department & Cost centers.

I like the ease of budgeting and maintaining my departments spending- I like the dig down functions.

We've integrated DataRails within our finance department and it's just been great.

Version management from several locations on the globe, when end user works in same excel template. Dashboards and visually interface for users.

The platform doesn't integrate with Excel 2007 which is a bummer.

It doesn't work well with Quickbook Desktop. It requires a lot of manual processes.

It has been smooth and will be an easy transition for us. Above all else, [SENSITIVE CONTENT] has been super helpful.

Model building is straightforward, visualizations are enlightening, integrations are easy.

Finance is pleased with the ease of use and accessibility of data.

Seamless integration with key business applications; strong reporting and dashboarding capabilities; integrates well with Excel to allow for next-level data manipulation and analysis.

Cloud focused, connects all data,allows for easy planning across different teams. Insights feature is fantastic for customized slicing of data.

I like the following items about datarails. Its simplicity in terms of report creation and implementation.

We were trying to work with our internal controls, but it was proving to be too manually intensive and costly with upkeep and designated staff.

Great product, Helped us combined several source of data into one dashboard. Very easy to use and present all the data in one place.

I highly recommend DataRails. The product is amazing, the support is industry best, and the responsiveness to customer preferences is incredible.

Great customer service, very quick to respond and very helpful walking me thru different ways to show my data that would be easiest to maintain.

The dashbaord functionality is very limited compared to tools such as Tableau.

Great customer support and on-boarding. Easy to refresh integrations.

DataRails also reduced the probability of human error.

DataRails ensures this no longer applies, without requiring my team to change how we work or requiring lengthy or complicated implementation. I'm very happy with what it has added to my team.

DataRails has substantially improved the accuracy of our budgeting and forecasting. I love the ease of it, how accessible it makes our numbers, and how simple it is to follow real-time statuses.

Great customer support starting during the demonstration phase and going throughout implementation and use.

However, molding it to our data structure is somewhat difficult.

I have enjoyed getting to know this product and discovering how to best use for our organization.

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.

I love that this product saves me a lot of time by automating most of the data processes leading up to visualizations. I also love the sleek visuals.

UpMetrics has solved that for us. They have been the terrific partner and ally we needed to fulfill this aspect of our strategic growth plan.

I love the UpMetrics team. Not only are they all so nice and easy to work with, but they are incredibly patient with us.

I hope soon they will introduce more integrations with other web-apps.

I am not sure if it was because we were using a scale down version.

With their guidance, easy to use platforms, and professional reports, we are far better equipped as we reach out to current supporters and potential funders.

UpMetrics staff has been very accessible to help us design and improve our survey instruments.

They are honest and kind, and they genuinely want to support non-profits like mine to help maximize our impact.

This software allows us to track data directly from the registration of our participants creating an easy to use data outline.

The one downside I can note is that they discontinued another product that connected to UpMetrics that we really used religiously.

In addition, their team and customer service is fantastic. They are readily available, and solutions-oriented - particularly when our nonprofit presents some unique challenges to solve.

What I love most about UpMetrics is how user-friendly the platform is, and their outstanding customer service.

The team at UpMetrics is very responsive and great to work with.

No major issues or areas of dissatisfaction have  come up for us. There are small tweaks we've shared, eg.

Great product, great customer service & great data reporting.

The ease of use of Upmetrics is really because of the amazing team behind it in addition to the platform. It's been really great to have this tool to support showing the impact of our work.

The product is easy to use & really helps capture & report our impact through data.

UpMetrics allows us to easily integrate all of our evaluation data into one place.

The only pain point was having to upload our data into google sheets, but that's to be expected with any data management service.

I appreciated being able to use the software to track our COVID-19 outreach. It helped us track expenditures and report out impact.

The visuals are beautiful and really help to tell our agency story through data visualization.

The easy integration with Google sheets is great.

I'm not quite sure how to use the educational data part of the software. I'm not sure how to gather attendance and behavior data.

US Dollar

DataRails is a financial planning and analysis platform that automates financial reporting and planning, while enabling finance teams to continue benefiting from the familiar spreadsheets and financial models of Excel. 

Automating these time-consuming manual processes paves the way for finance teams to spend more time analyzing data and less time gathering it. And it empowers them to answer essential strategic questions like what their organization can do to increase revenue and reduce costs.

LongDescription

Forecasting

Status Tracking

Idea Management

Charting

General Ledger

Ad hoc Reporting

Scenario Planning

Strategic Planning

Scheduled/Automated Reports

Collaboration Tools

Chart of Accounts

Data Import/Export

Consolidation/Roll-Up

Audit Trail

Version Control

Multi-Currency

Sales Reports

Compliance Management

Real-Time Data

Marketing Reports

Scorecards

Multi-Department/Project

Self-Service Reporting

Multi-Company

Roadmapping

KPI Monitoring

Key Performance Indicators

Budgeting/Forecasting

Expense Management

Visual Analytics

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Predictive Analytics

Data Visualization

Modeling & Simulation

Cash Management

Dashboard

Audit Management

Income & Balance Sheet

Asset Lifecycle Management

Goal Setting/Tracking

"What If" Scenarios

Progress Reports

Trend Analysis

Customizable Dashboard

Ad hoc Analysis

Drag & Drop

Financial Reporting

Profit/Loss Statement

Search/Filter

Sales Trend Analysis

Performance Metrics

Real-Time Analytics

Customizable Reports

Access Controls/Permissions

Financial Analysis

Cash Flow Management

Planning Tools

Dashboard Creation

Workflow Management

Reporting/Analytics

Third-Party Integrations

Accounts Payable

Accounts Receivable

For Small Businesses

Contact Datarails for detailed pricing information.

Email/Help Desk

Knowledge Base

Phone Support

Chat

51-200

201-500

501-1000

1000+

Datarails

In Person

Live Online

Webinars

Documentation

Videos

UpMetrics is the leading impact measurement and management platform for mission-driven organizations. By combining innovative, easy-to-use technology, expert services, and a community designed around shared learning, UpMetrics is helping organizations to maximize positive social outcomes by making it easy to define impact goals within an impact framework, and then collect and use data to measure, improve, and report on impact outcomes, and tell their story with the world. Learn more at upmetrics.com/getstarted. 

What can UpMetrics help you do?

Define Your North Star - Get clear on the positive impact you want to achieve and how you plan to achieve it

Own Your Numbers - Collect, analyze, and measure impact data to understand your outcomes

Use Data for Good - Use insights to maximize impact, attract capital, and inspire others with your story

What is an impact framework?

An Impact Framework is a tool that helps organizations define what they want to achieve and how they plan to achieve it. 

Aligned to an organization’s Mission, Vision and Objectives, it builds on their theory of change by identifying the data they will need to collect to understand, evaluate and demonstrate impact, and provides a step-by-step approach for how they plan to operationalize data collection and analysis across 5 dimensions of impact.

The key to developing a successful impact framework is to distinguish between understanding what you aim to achieve - the change you want to bring about (i.e. the impact you want to achieve) - and how to effectively measure that change. 


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