UpMetrics
upmetrics.com
What it is
UpMetrics manages impact reporting for nonprofits, grantmakers, foundations, and impact investors, from choosing measures to sharing results. Its workflow links customizable metrics, collaborative data collection, centralized data management, analytics, and external storytelling. Teams can code and categorize stories, photos, interviews, and testimonials, associate them with programs, and analyze them alongside quantitative data. Charts and dashboards can be reused, shared by public link, embedded, or exported without exposing underlying data. Integrations include Google Sheets, SurveyMonkey, Qualtrics, CSV exports, and some grant-management systems; custom API and RPA connections are available through Services. UpMetrics says hosted content is encrypted at rest and in transit, with customer data logically separated and MFA for sensitive access. It is SOC 2 Type 2 compliant and says it will notify customers in writing within 72 hours of a confirmed breach. Standard onboarding usually takes about four to six weeks. The free Starter Plan includes framework-building tools and a public profile page; Professional costs $1,450 a year.
Spec sheet
- Purpose
- UpMetrics manages the complete impact reporting lifecycle, from defining what to measure through sharing results, for impact investors, foundations, and nonprofits.Read 30 Sep 2026 · upmetrics.com
- Audience
- UpMetrics is built for nonprofits, grantmakers, and impact investors, with funder-sponsored cohorts that provide nonprofits access, training, and peer learning.Read 30 Sep 2026 · upmetrics.com
- Integrations
- UpMetrics supports Google Sheets, SurveyMonkey, Qualtrics, CSV exports, and some grant-management systems; custom API and RPA integrations are available through Services.Read 30 Sep 2026 · upmetrics.com
- Security
- UpMetrics is SOC 2 Type 2 compliant, and its security policies follow applicable ISO 27001 and SOC 2 Trust Service principles and criteria.Read 30 Sep 2026 · upmetrics.com
- Support
- The UpMetrics Community provides client networking, resources, on-demand training, and direct engagement with UpMetrics staff.Read 30 Sep 2026 · help.upmetrics.com
- Founded
- 2019Read 28 Sep 2026 · upmetrics.com
- Core workflow
- The platform connects customizable metrics, collaborative data collection and reporting, centralized data management, analytics, and external storytelling.Read 30 Sep 2026 · upmetrics.com
- Data protection
- AWS-hosted content is encrypted at rest and in transit, with logical separation between customers and MFA for sensitive access.Read 30 Sep 2026 · upmetrics.com
- Free access limitation
- A funder can issue a free basic license to a nonprofit that only needs to complete incoming reports, with a limited feature set.Read 30 Sep 2026 · upmetrics.com
- Implementation
- Standard onboarding usually takes about four to six weeks, depending on data complexity, programs, grantees, and service scope.Read 30 Sep 2026 · upmetrics.com
- Incident notification
- UpMetrics says it will notify customers in writing within 72 hours of a confirmed security breach.Read 30 Sep 2026 · upmetrics.com
- Qualitative analysis
- Stories, photos, interviews, and testimonials can be coded, categorized, associated with programs, and analyzed alongside quantitative data.Read 30 Sep 2026 · upmetrics.com
- Sharing
- Charts and dashboards can be reused, shared through public links, embedded, or exported without exposing underlying data.Read 30 Sep 2026 · upmetrics.com
Plans and prices
Strong points and limits
Strong points
- Analyzes qualitative material alongside quantitative data
- Shares charts without exposing underlying data
- Supports several survey and spreadsheet integrations
- Free Starter Plan with unlimited access
- SOC 2 Type 2 compliant
Limits
- Standard onboarding usually takes four to six weeks
- The free nonprofit license has limited features
- Impact Funder Plans have no listed price
Who it suits
It suits nonprofits, grantmakers, and impact investors that need to collect and report impact data. Funder-sponsored cohorts can give nonprofits access, training, and peer learning.
UpMetrics in depth
Read the full write-up
UpMetrics is an impact-measurement and reporting platform for nonprofits, grantmakers, and impact investors. It is strongest for teams that need to interpret qualitative evidence alongside metrics and share results with funders or the public. Its free tier is useful for basic framework work, but full reporting capacity starts with paid plans and a substantial onboarding period.
Overview
UpMetrics follows the impact reporting process from deciding what to measure through presenting results. Custom indicators and outcome frameworks connect with collaborative data collection, centralized data management, analytics, and external storytelling. That breadth is valuable when measurement and reporting need to inform each other, rather than being handled in disconnected tools.
Its particular strength is combining numerical results with qualitative evidence. Teams can code and categorize stories, photos, interviews, and testimonials, associate them with programs, and analyze them alongside quantitative data. This is a good fit for organizations whose impact account needs context as well as counts; a team seeking only a lightweight quantitative tracker may find the scope unnecessary.
Key features
Mixed data collection supports work across different evidence types. UpMetrics connects with Google Sheets, SurveyMonkey, Qualtrics, CSV exports, and some grant-management systems. Custom API and RPA integrations are available through Services, which gives organizations with more specialized systems a path to connect them, though that work sits outside the standard integration set.
Charts and dashboards can be reused, shared through public links, embedded, or exported without exposing underlying data. That makes it practical to circulate findings externally while retaining control over the source data.
Security includes SOC 2 Type 2 compliance, AWS hosting, encryption at rest and in transit, logical separation between customers, and MFA for sensitive access. UpMetrics says it will notify customers in writing within 72 hours of a confirmed security breach. The UpMetrics Community adds client networking, resources, on-demand training, and direct engagement with staff. Standard onboarding usually takes four to six weeks, with the duration depending on data complexity, programs, grantees, and service scope; organizations needing to start quickly should account for that lead time.
Pricing
The free Starter Plan costs nothing, billed free with unlimited access. It includes an impact framework builder, themed framework templates, and a public profile page. It is a useful entry point for framework design, but the stated inclusions do not provide the user, table, or interactive dashboard allocations attached to the paid plans. A funder can also issue a free basic license to a nonprofit that only needs to complete incoming reports; that license has a limited feature set.
Professional costs $1,450 a year, billed $1450 /yearly or $149 /monthly. Its 10 users, 10 tables, and one interactive dashboard suit a small team with a contained reporting workload. Premium costs $2,400 a year, billed $2400 /yearly or $249 /monthly, and raises the limits to 15 users, 20 tables, and five interactive dashboards. It is the more appropriate step up when several teams or programs need dashboards, but the user ceiling remains modest.
Enterprise costs $4,300 a year, billed $4300 /yearly or $449 /monthly, with 20 users, 40 tables, and 40 interactive dashboards. Elite costs $6,250 a year, billed $6250 /yearly or $650 /monthly, and expands capacity to 100 users, 200 tables, and 200 interactive dashboards. Those higher tiers are better suited to organizations managing many programs or sharing multiple dashboards; the plan names alone do not change the fact that their stated user and table limits remain finite.
Impact Funder Plans have custom pricing, discussed directly with the UpMetrics team, and are customized to organization size, goals, and complexity. UpMetrics offers a free plan and a free trial; trial length and renewal terms are not given. The monthly and yearly billing options are shown for the paid tiers, so buyers should compare the term they intend to use against their expected reporting needs.
Platforms
UpMetrics runs on the web and as an extension. Organizations seeking mobile operating system support should consider whether that platform mix fits their staff and field workflows.
Who it's for
UpMetrics is built for nonprofits, grantmakers, and impact investors. Funder-sponsored cohorts can give nonprofits access, training, and peer learning, while the basic incoming-report license serves nonprofits that only need to submit reports to a funder. Organizations that need a complete measurement and analysis workflow are better candidates for the paid plans. Implementation of roughly four to six weeks also makes it less suitable for teams that need an immediate rollout.
Pros and cons
Strength: Qualitative material can be coded, connected to programs, and analyzed alongside quantitative data, supporting richer impact accounts than metrics alone.
Strength: Public links, embeds, and exports let teams share charts and dashboards without exposing underlying data.
Strength: The free framework builder and funder-issued basic license create entry points for framework planning and report submission.
Trade-off: The free plan's stated inclusions center on frameworks and a public profile, while paid plans define the operational user, table, and dashboard limits.
Trade-off: Standard onboarding usually spans four to six weeks, so teams with an urgent reporting deadline may need another route.
Alternatives
For a wider comparison, see Nonprofit Impact Measurement Software. Choose SIA MIS if Android or iOS access is important alongside web; it is paid but offers a free plan and trial. CharityIQ is worth considering for UK grant discovery: its free forever Grant Finder provides live grant matches ranked by eligibility, with deadlines and award sizes, while its web platform is freemium.
Pick ActivityInfo if Android, API, Linux, self-hosted, or Windows support matters; it is paid, has no free plan, and offers a trial. CommCare is an open-source alternative with Android and web support, plus a free edition and a freemium model. Outcome Tracker may suit buyers seeking a paid option across Android, iOS, Linux, macOS, web, and Windows; its plans include implementation and training.
Relific is another paid option, with Android and web support and a free trial. Clear Impact offers a free tier capped at 10 scorecard measures, 10 participant records, and three user accounts, making it a practical alternative for a smaller defined workload. FRUIT Impact has a free web plan with two targets, two brands, and one admin user, and may suit a team whose needs fit those caps.
Verdict
Choose UpMetrics if your nonprofit, foundation, or impact-investment team needs a connected measurement-to-reporting workflow that treats stories and other qualitative evidence as analyzable data. Its reporting and sharing breadth is the main reason to select it; its several-week onboarding, finite paid-plan allocations, and narrowly scoped free options are reasons to look elsewhere if you need a quick, minimal, or mobile-first tool.
Verdict
UpMetrics brings measurement, data collection, analysis, and reporting into one impact-focused workflow. The free plan offers a starting point, while the paid plans specify user, table, and dashboard limits.
Where Specifiction places it
- Nonprofit Impact Measurement Software#15 of 257.5