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is where impact measurement comes together. This is the functionality for defining the key indicators (or metrics or KPIs as some organizations might refer to it) for a Project, Grant, or other initiatives,

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determining the target and result frequency, setting targets, and reporting results throughout the project lifecycle.

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Sometimes you might hear the term ‘STAR’ pages. This is short for ‘Setting Targets and Adding Results’ and refers to the custom interface where targets and results by indicator are tracked.

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Video coming soon!

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Indicators, Targets, & Results Feature Demo Video

🔎 Impact/Outcome Reporting Setup Structure

There are several ways to create and manage indicators or KPIs, targets, and results, and depending on the organization, multiple stakeholders could be involved in the process of defining and assigning indicators.

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There are several ways to create new Indicator records. These Indicators can be part of a standard catalog, or they can be project-specific. Some organizations only give a certain group of users permissions to create new Indicator records in a catalog, or specify which Indicators have to be tracked for Projects with specific focus areas (Thematic Areas). System users then have the ability to assign these existing Indicators to their Projects. Other organizations allow more flexibility and more system users have the permissions to create Indicators and add them to Projects.

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Indicators can be connected to Framework Objectives if that makes sense for a Project. This is done from the Framework tab on the Project object.

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Define Targets

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Most organizations define Targets for their Indicators but there are also cases where only Results are reported. Targets are anticipated values for a Project Indicator. Typically, organizations compare their Results against Targets to evaluate their performance or progress toward their goals. 

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Report Results

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Results can be entered into the system, aggregated from data elsewhere in the system, or calculated. This is really the way to track an organization’s progress towards their goals.

This section covers a lot and the configuration and labels vary greatly from one organization to the next. In this guide, we focus on the main data entry and management considerations and dig into the technical details in the Setup & Customization section.