This page covers:
Indicators in Amp Impact
The Indicator object in Amp Impact tracks both Standard (or “catalog”) and Custom Indicators. These Indicators or metrics are used on Projects to measure performance. Organizations typically define their Indicators and how they relate to their results framework (or logical framework) as they roll out new initiatives (Projects, Programs, Grants, etc.).
As with Frameworks and Set Targets, Add Results pages, Amp Impact comes with two options for displaying and managing Indicator data: Visualforce and Lightning Web Component. Depending on which option your organization uses, you would need to navigate to different sections of this guide to ensure the steps outlined here corresponds with what you’ll see in your system. Check with your System Administrator if you’re unsure which option you are using.
Indicator Data Types
Amp Impact allows organizations to track different types of Indicators for their Projects:
Data Type | Example | How is it reported? |
|---|---|---|
Number | Number of people that attended training | Numerical values (integers or decimal up to 2 places) |
Percent | Percent of greenhouse gas emissions | Numerical values (integers or decimal up to 2 places) |
Milestone | 30 percent trees re-planted? | Yes or No |
Currency | Amount of money spent on training | Numerical values (integers or decimal up to 2 places) . Various currencies are supported in Amp and can be found in field “Reporting Currency” |
Qualitative | Feedback on training session | Textual and numerical responses |
Picklist* | Engagement Rate of Volunteers Options: (High, Medium, Low) | Value selected from a list of values that are predefined. The values that are displayed in the picklist should be entered in the ”Reporting Picklist Values” field such that each value is separated by a semicolon. These values can then be mapped to numerical values by checking the “Map Picklist Values To Number” checkbox field and ensuring that the “Numbers Mapped To Picklist Values” field specifies the corresponding numerical mapping |
The Indicator's data type determines the values that can be set as Target or Baseline data, or entered as Results.
*Admin Note: It is not possible to set Targets and report Results for Picklist indicators on the Set Targets and Add Results Visualforce pages. Use the Lightning Web Components if you wish to report Targets and add Results for Picklist Indicators.
Indicator Result Types
Organizations often collect data from various sources and need a place to aggregate and report on all the impact data across their initiatives. The Indicator Result Types in Amp Impact allows organizations to define where the result data for Indicators come from. There are four Indicator Result Types in Amp Impact:
Result Type | Behavior on Add Results | Example |
|---|---|---|
Input | These Results need to be manually entered into the input fields. | Number of volunteers |
Aggregated | These Results are aggregated from pre-existing, individual-level data stored on a Salesforce object. | Sum of program beneficiaries, aggregated on the Contact object |
Calculated | These Results are calculated from source Project Indicator(s) in a mathematical formula. | Percent of population that were vaccinated calculated as: (Number of people vaccinated/Total population)* 100 |
Read Only* | The Results are not editable. Results that are coming from external sources or integrations can be set as Read Only in order to prevent them from being updated by mistake. | Operations Audit Rating (coming from an external system) |
*Admin Note: Read Only Indicators are not supported on Set Targets and Add Results Visualforce pages. To report for Read Only Indicators, use the Set Targets and Add Results Lightning Web Component instead.
Indicator Disaggregation
Organizations often need a way to segment Target and Result data and use Disaggregation Groups as a way to pre-define the segmentation.
Review this section on setting up Disaggregation Groups and Disaggregation Values to see the step-by-step instructions.
Once you defined the list of indicators you’d like to track, determined the Data Type and Result Type that is most suitable, and outlined any disaggregation needs you’re ready to start creating Indicator records and adding them to your Projects.