This page covers:

Results track the progress on Project Indicators. Often, organizations compare Results data to Target or Baseline data values by Project Indicator.

Depending on an organization's impact measurement processes, they can enter Results by Project Indicator for different timeframes (Reporting Periods) and locations (Geographic Areas).

Before you can add Results for your Project Indicators, there are a couple of Project setup-related tasks to complete:

1. Set project-specific Reporting Periods

2. Create Geographic Area records

3. Set up Project Indicators

Here is a screenshot of what you’ll see if the data setup is done correctly: When the Add Results table is loaded, the “Reporting Period” and “Geographic Area” dropdowns have default values selected. The Project Indicators corresponding to these selections are displayed on the Add Results table.

Open

1. Select a “Reporting Period” that you want to enter Result values for from the dropdown. Only Reporting Periods that are related to Project Indicators will be displayed in this list. The first Reporting Period is selected by default so remember to check and update the Reporting Period value if you’re adding Results for another period.

2. Select a “Geographic Area” that you want to enter Target values for. Only Geographic Areas that are marked as “Active” will be available. Results can only be set for one location at a time. The first value in the list of Geographic Areas is selected by default so remember to check and update the Geographic Area value if you’re setting Results for another area.

3. Select from “Baseline” or “Targets” in the “Compare With” dropdown. It allows you to compare Results with either Targets or Baseline values set for project Indicators. Read more about it here.

4. The list of available Project Indicators that are related to the selected Reporting Periods and Geographic Areas will be displayed in the Add Results table. the indicator would be available for reporting on AddResults LWC irrespective of the Data Track field value.

Open

5. Each Project Indicator is hyperlinked to its record. Clicking on it will open the Project Indicator record in a new tab.

6. Each Project Indicator also has an Information icon in the Project Indicator column. When you hover over the icon, a pop-over displays the additional information stored on the Project Indicator record. By default, Objectives, Guidelines, Disaggregation Groups, Cross-Disaggregated by Sex, and Calculation Factor are shown. Visit this page to get more information on the info pop-over.

7. There is a Search and Filter box at the top of the table that can be used to find specific Project Indicators to add Results for. Refer to this section if you want to make changes to this interface or filter functionality.

The “Compare With” dropdown allows you to compare Results against either Targets or Baseline values of Project Indicators. The “Compare With” dropdown will only be displayed on the Add Results Lightning Web Component if a Reporting Period for the Baseline is created.

By default, “Target” is selected in the “Compare With” dropdown. It will load the Add Results table with an additional Target column to the left of the Result column. Target and Result values can then be seen and compared side by side. 

Open

Quasar (v1.47) onwards

Quasar (v1.47) onwards, you can compare your Results against Targets that are set at lower frequencies.

For example, If your Project Indicator has ‘Annual’ Target Frequency and a ‘Monthly’ Reporting Frequency, when you are entering Results for ‘Jan 2025’ on the addResults component, you will see the target entered for the ‘2025’ on the Target column for comparison.

1. When your Reporting Frequency is different from your Target Frequency, a small "pill" will appear beside the value in the Target column. This pill displays the name of the Reporting Period that the target value is being derived from.

Open

2. You can also see an instruction providing the same information within the Result input popups:

   Open

   

3. The pill is not displayed for indicators with same Target and Reporting frequencies.

   Open

   

4. When all of the Targets on the addResults table are derived from the same Reporting Period, the Reporting Period name pill is displayed on the column header.

   Open

   

Result Values can also be compared against Baseline values. To compare Results against Baseline Values, select the Baseline option in the “Compare With” dropdown and the additional Baseline column will be visible for easy comparison. Only Project Indicators associated with the selected Geographic Area, Reporting Period, and that has the “Has Baseline?” checkbox selected will be displayed on the table. 

Open

Once your Project Indicator and related Project data setup are done, you’ve set Targets, and Baseline values, you are ready to start entering Result data. Typically, there are two kinds of Project Indicators to add results for:

For both disaggregated and non-disaggregated Project Indicators, Result values need to be entered depending on the Data Type of the Indicator. This is defined on the Project Indicator level and summarized in the table below. These Result values are saved in the Result record.

For non-disaggregated Project Indicators, Result data is auto-saved for each input field after you enter a value and click out from the data input cell. Enter the Result values next to the relevant Project Indicator for the relevant Reporting Period.

Result data is not deleted by simply removing values from this table. Result data has to be manually deleted from the Results object. Contact your System Administrator if you require support with this.

Additionally, each Project Indicator row on the table has a comment icon. A comment pop-up is displayed when you click on this icon to add or edit any additional qualitative information about that Result value. Hover over the comment icon to display a preview of the comment after entering its result(s).

Open

Open

There are a few clicks to enter disaggregated Result values for a particular Reporting Period: 

1. Click on the plus (+) icon displayed. 

   Open

   

2. A pop-up appears when entering Results, with the number and format of input fields dynamically determined by the following fields:

   • Data Type

   • Disaggregation Group(s)

   • Cross-Disaggregated by Sex?

   • Calculate Total

   • Disaggregation Type (added in the Phoenix Release, v1.45)

   The pop-up header displays, in order:

   1. The Indicator Definition

   2. The selected Geographic Area

   3. The Reporting Period for which results are are being entered

   To view more details about a Project Indicator, hover over the information icon.

   Open

   

3. The format of the input fields in the pop-up aligns with the selected “Data Type”. The layout of the pop-up adjusts based on the values selected for “Calculate Total”, “Disaggregation Group(s)”, and “Cross Disaggregation by Sex”. For more details refer to this page. If a Project Indicator is disaggregated by more than one group, the “Disaggregation Type” field (introduced in v1.45) also influences the display. Scroll horizontally or vertically within the pop to view all input fields. 

   1. Phoenix v1.45 Onwards If the “Disaggregation Type” is set to Nested, users will see the Disaggregation Groups displayed as columns in the pop-up.

      The order of these columns follows the sequence in which the groups were added in the Disaggregation Group(s) field when creating the Project Indicator:

      • The first group (primary group) appears as the leftmost column.

      • All subsequent groups are nested within it, displayed as columns to the right.

      For example, if the Disaggregation Group(s) field includes Age Group (Women) followed by Economic Activity Sector, the columns in the pop-up will reflect that order: Age Group (Women) on the left, and Economic Activity Sector nested within it to the right.

Open	Open

Open	Open

Phoenix v1.45 Onwards For Project Indicators disaggregated by multiple groups, where Disaggregation Type = Nested, users have the option to hide totals while entering or analyzing targets.
This applies to indicators with Number, Currency, or Numerator/Denominator data types where Calculate Total = Sum Total.

Open

b. Phoenix v1.45 Onwards If the “Disaggregation Type” is set to Stacked, users will see Disaggregation Groups displayed as rows in the pop-up.

The order of these rows follows the sequence in which the groups were added in the Disaggregation Group(s) field when creating the Project Indicator:

• The first group (primary group) appears at the top.

• Its disaggregation values are listed as rows directly beneath it.

• All subsequent groups are also stacked as rows below, with their group names highlighted in grey for clarity.

For example, if the Disaggregation Group(s) field includes Age Group (Women) followed by Economic Activity Sector, the rows in the pop-up will reflect that order from top to bottom: Age Group (Women) on top, and Economic Activity Sector stacked below it.

Open	Open

Open	Open

5. Enter the Results in the pop-up. Result data entered in the pop-up will only be saved when the “Save” button is clicked. 

   1. As of the Phoenix Release (v1.45), for Project Indicators disaggregated by multiple groups with Disaggregation Type = Stacked, a warning message will appear upon clicking “Save” if the totals across groups are not equal. In such cases, the total for the primary group will be highlighted with an orange border to help users quickly identify the mismatch. This is applicable to Data Types = Number,Currency, Numerator/Denominator with Calculate Total = Sum Total.

      Open

      

6. Once Results have been added, the plus (+) icon will either be replaced by

   1. A hyperlinked numerical value (for Quantitative Indicators that have Calculate Total set to Sum Total), or

   2. A pencil icon (for all Qualitative Indicators and those Quantitative Indicators that have Calculate Total equal to Don’t Sum Total). 

      Open

      

In the case of Numerator/Denominator Indicators with Calculate Total set to Sum Total, the Summary Value is populated after performing the following calculation: (Sum of all numerators / Sum of all denominators) x Calculation Factor. c

Open

The Calculation Factor is also mentioned in the modal from Nashira (v1.38) release onwards.

Phoenix v1.45 Onwards When Disaggregation Type= Stacked and totals across groups do not match, the target of the primary group will be displayed on the Targets table.

For disaggregated Project Indicators, the comment icons will be shown inside the Disaggregation pop-up. 

1. For Project Indicators that are Disaggregated by Sex, one comment icon is entered across the Male, Female, and Unknown Targets. 

   Open

   

2. For Project Indicators that are Disaggregated by Group, one Comment can be entered for each Disaggregated value in the group. 

   Open

   

Click on the comment icon to display or add new comments. Hovering over the Comment icon displays a preview of the saved comment.

As of the Orion Release (v1.41), it possible to lock comments after submitting the targets and results through a design attribute.

As of the Phoenix Release (v1.45), the comments are displayed in the rightmost column on the popup.

Open

Occasionally, Results cannot be reported due to irrelevance or extenuating circumstances. In these cases, Results can be marked as “Not Applicable” in the comment pop-up. This will update a field on the Result record so that not-applicable Results can be filtered out of any reports or dashboards. 

Open

Open

Stoplight icons allow users to view Results’ performance compared to Targets at a glance on the Add Result table. Refer to this section to know more about setting them up. These icons can only be used if Targets are set for the specific Project Indicator.

Here is what is looks like for non-disaggregated Project Indicators:

Open

Here is what it looks like for disaggregated Project Indicators:

Open

As of the Phoenix Release (v1.45), for disaggregated indicators, stoplights are displayed on the main Results table when a Total Target value can be compared to a Total Result value.

This applies to indicators where:

• “Data Type” = Number, Currency, or Numerator/Denominator, and

• “Calculate Total” = Sum Total

Quasar v1.47 onwards If Target Frequency is different from the Reporting Frequency for a particular Project Indicator, then stoplights will not display for that Project Indicator.

Open

Users can upload relevant documents for reported Results by attaching them to the selecting Reporting Periods. 

1. Click on the action icon on the top right of the page to see the “Attach Files” option.

   Open

   

2. This will bring up a pop-up that will prompt you to upload documents:

   Open

   

   1. The pop-up header displays the selected Reporting Period

   2. Typically, the list of required documents is added to the pop-up to specify which documents are required.

3. The list of documents already uploaded is added to the pop-up.

   1. These documents can be edited/updated versions can be uploaded using the Edit icon next to them in the table.

   2. Users can also delete the documents by clicking on the Delete icon next to them.

4. Click on the “Upload Files” button to select the files or drop files directly in the drop zone to upload them.

Some organizations have a process in place to submit, review, and lock Result data for editing once it is approved. If this feature is enabled, the “Submit” button can be used to lock the Results. 

1. Click the “Submit “button and confirm the submission.

   Open

   
   Open

   

2. Once the Users confirm by clicking on the Confirm button, the Results in the Add Results table are locked for the selected Reporting Period.

   1. The “Upload” button is also greyed out to prevent any additional Results from being uploaded. 

   2. Disaggregated result data or qualitative targets can still be viewed by clicking on the hyperlinked total value or eye icon, which will open a read-only version of the disaggregated data entry popup.

      Open

      

When Results /Reporting Periods are submitted and locked via the “Submit and Lock Wizard” users will see the same interface as mentioned above. This Wizard is available from Mira Release (v1.37) onwards

Often, there are a number of users in the system, entering and managing data simultaneously. If another user makes and saves updates on a component or a related component (like the Framework or Project Indicators) while you’re working in the system, you’ll see a notification that alerts you that changes have been made. Click on the “Refresh” icon to load and reflect the latest data on the Add Results component along with all the Results that have been previously recorded. For example, if the Project Indicator Definition is edited or a Geographic Area is marked Inactive, these changes will be reflected once the Add Results component is refreshed. 

Open