Platform

Topic Term Definition When to use guidance MVP?

Process to ensure data collected or being inputted is correct and useful. Most commonly done by adding a drop-down list to restrict
Data Data Validation the types of data or values that can enter into a cell. Resources Y
Qualitative data helps to provide context around numerical data. Knowing the situation in which quantitative data was collected, the
Data Qualitative data parameters of what was collected, or how a question was asked can inform how you interpret a numeric data point. Resources Y
Quantitative data is the value of data in the form of counts or numbers where each data-set has a unique numerical value
Data Quantitative data associated with it. Also known as numerical data, quantitative data further describes numeric variables. Resources Y
A type of data file (.csv) that uses commas to separate values. Each line of the file is a data record. No formulas or special
Data Comma-seperated values (or CSV) formatting will convey in a CSV file. Excel spreadsheets and GSheets can be converted from .xsls file to a .csv file when saving. Resources Y
Data Unique Identifier A unique numeric or alphanumeric string associated with a single entity within a given system. (i.e. Driver’s License number) Resources Y
Data Data Type Attribute that tells what kind of data a value can have and what type of calculation, operations, or visualization can be performed Resources Y
Data String Represents text, a sentence, an alphanumeric value, or some times a number that is not to be used in calculations Resources Y
Data Number Represents a number or integer, ideally used in calculations Resources Y
A binary choice that can represent both a category (yes vs no) and a number (1 vs 0), which can be used in category visualizations
Data True/False like a pie chart or calculations like an average. Resources Y
Data Date Calendar Date Resources Y
Data Datetime Calendar Date and Time Resources Y
Data List Multiple values, separated by comma stored within the same field. (Ex.: Checkbox questions) Resources Y
Data Analytics is the science of analyzing raw data in order to make conclusions about that information, uncovering patterns,
Data Data Analytics trends, consistencies, and outliers by way of mathematics, statistics, and/or computer programming. Resources Y
Data Cleansing is the process of preparing data for analysis by amending or removing incorrect, corrupted, improperly formatted,
Data Data Cleansing duplicated, irrelevant, or incomplete data within a dataset. Resources Y
Data Data Import The process of moving data from external sources into another application or database. Resources Y
Data Data Integrity Data Integrety is the overall accuracy, consistency, and trustworthiness of data throughout its lifecycle. Resources Y
Data Data Manipulation Data Manipulation is the process of organizing data to make it easier to read or more structured. Resources Y
Correlation is a statistical measure that describes the size and direction of a relationship between two or more variables. A
correlation between variables, however, does not automatically mean that the change in one variable is the cause of the change in
Data Correlation the values of the other variable. A correlation doesn’t imply causation, but causation always implies correlation. Resources Y
Causation indicates that one event is the result of the occurrence of the other event; i.e. there is a causal relationship between the
two events. This is also referred to as cause and effect. A correlation doesn’t imply causation, but causation always implies
Data Causation correlation. Resources Y
Impact Contribution acknowledges that many factors and stakeholders can influence an outcome or social impact. Instead of
pinpointing a single cause, it focuses on understanding the collective effort of various actors and interventions in achieving an
outcome. It recognizes that multiple organizations, initiatives, or circumstances can contribute to the same impact, making it
challenging to attribute success to a single source. Impact contribution emphasizes collaboration, synergy, and the
Data Impact Contribution interconnectedness of efforts within a broader context. Resources Y
Impact attribution refers to the process of assigning specific outcomes or changes to a particular intervention or cause. It aims to
identify a direct cause-and-effect relationship between a specific action, project, or program and the observed impact. In essence, it
seeks to answer the question, "To what extent can we attribute this outcome to our efforts?" Impact attribution often relies on
methods like randomized control trials (RCTs) and other rigorous evaluation techniques to isolate the effects of a single intervention
Data Impact Attribution from external factors. Resources Y
Data Descriptive Analytics Descriptive Analytics tells you what happened in the past. Resources Y
Data Diagnostic Analytics Diagnostic Analytics helps you understand why something happened in the past. Resources Y
Data Predictive Analytics Predictive Analytics predicts what is most likely to happen in the future. Resources Y
Data Prescriptive Analytics Prescriptive Analytics recommends actions you can take to affect those outcomes. Resources Y
Data Governance, Privacy & Security Data Governance The framework of policies, processes, and responsibilities for managing and protecting data assets within an organization. Resources Y
The practice of planning, controlling, and administering data assets throughout their lifecycle, including data collection, storage, and
Data Governance, Privacy & Security Data Management use. Resources Y
The overall strategy, policies, and measures put in place to safeguard data from unauthorized access, breaches, or other security
Data Governance, Privacy & Security Data Protection threats. Resources Y
The proper handling of sensitive data including personal data and other confidential data, such as certain financial data and
Data Governance, Privacy & Security Data Privacy intellectual property data, to meet regulatory requirements as well as protecting the confidentiality and immutability of the data. Resources Y
The practice of protecting computer systems, networks, and digital information from various threats, including unauthorized access,
Data Governance, Privacy & Security Cybersecurity data breaches, malware, and other cyberattacks. Resources Y
The practice of restricting access to data or systems to authorized users or processes, often through the use of authentication and
Data Governance, Privacy & Security Access Control authorization mechanisms. Resources Y
A security process in which a user is required to provide multiple different authentication factors (e.g., password and a one-time
Data Governance, Privacy & Security Multi-Factor Authentication (MFA) code) to access a system or application. Tooltip Y
A set of guidelines and procedures that define how long data should be stored, when it should be deleted, and how it should be
Data Governance, Privacy & Security Data Retention Policy disposed of. Resources Y
Healthcare-related information that is protected under privacy regulations such as HIPAA (Health Insurance Portability and
Data Governance, Privacy & Security Protected Health Information (PHI) Accountability Act) to ensure the confidentiality and security of patient data. Resources Y

Personally Identifiable Information

Data Governance, Privacy & Security (PII) Any information that can be used to identify an individual, such as names, addresses, phone numbers, and social security numbers. Resources Y
An incident in which sensitive, confidential, or protected data is accessed, disclosed, or stolen by an unauthorized individual or
Data Governance, Privacy & Security Data Breach group. Resources Y
To compare quantitative data across a single
Data Visualization Bar Chart A Bar Chart is a graph that presents columns at varying lengths or heights in proportion to the value they represent. categorical grouping Resources Y
To highlight a single number (count, sum, average,
Data Visualization Simple Metric A Simple Metric is the sum, count, average, minimum or maximum of a selected data field. minimum, or maximum) Resources Y
When you want to quickly communicate an
Data Visualization Pie Chart A Pie Chart is a circular graph that is used to show proportions of a whole (or breakdowns). approximate part-to-whole relationship Resources Y
Data Visualization Line Chart A Line Chart is a graph which displays information as a series of data points called 'markers' connected by straight line segments. To convey changes in a value over time Resources Y
A Cluster Chart is a graph that presents columns at varying lengths or heights in proportion to the value they represent. Cluster To compare quantitative data across multiple
Data Visualization Cluster Chart charts are capable of displaying more than one Bar for each aggregation field categories Resources Y
Data Visualization is a visual representation of data - spanning graphs, charts, and maps. It makes it easier for an audience to see
large shifts over time, or compare two sets of data. With data visualizations it is also easier to spot patterns or trends that could
inform future opportunities for optimizations. The goal here is to take complex data and turn it into a form that's easy to understand
Data Visualization Data Visualization and analyze. Resources Y
Charts are an essential part of working with data, as they are a way to condense large amounts of data into an easy to understand
format. Visualizations of data can bring out insights to someone looking at the data for the first time, as well as convey findings to
others who won’t see the raw data. Some chart type examples include: Bar chart, pie chart, line graph, cluster chart and simple
Data Visualization Chart Type metric. Resources Y
An outlier is an extremely high or extremely low data point that significantly deviates from the rest of the data. Outliers can impact
Data Visualization Outlier the accuracy of visualizations and analysis and may need special treatment. Resources Y
Impact Measurement and Management (IMM) is a systematic and structured approach used by organizations to assess, track, and
optimize the social, environmental, and economic outcomes or impacts of their activities, projects, programs, or investments. IMM
Impact Measurement and encompasses a set of processes, methodologies, and tools aimed at understanding and improving an organization's ability to
Impact Management (IMM) create positive impacts and minimize negative ones. Text Y
A structured approach that helps mission-driven organizations define and operationalize their impact - allowing teams to identify,
measure, and communicate their social or environmental impact. It is a framework that contains your vision, mission, and values
Impact Impact Framework along with a collection of themes that each have objectives and KIIs that reference both your direct and in-direct impact. Text Y
A mission statement supports your vision and serves to communicate purpose and direction. A mission statement should showcase
Impact Mission how you plan to tackle and accomplish your current goals and can evolve over time. Tooltip Y
A vision statement communicated the core purpose of your oragnization and the change you want to make in your community. It
Impact Vision shoud be long-term, un-varying, and powerful. Tooltip Y
Organization's values communicate who you are as an organization and how you operate and communicate on a day to day basis.
Your values should be grounding, easy to follow, and something that every member of your organization want to embrace and live
Impact Values by. Tooltip Y
Impact Theme(s) Impact Themes help describe a purpose-driven approach to contributing to social or environmental issues. Tooltip Y
The performance section of each theme outlines your direct work and impact through objectives and KIIs. These metrics will focus
Impact Performance on your programs, grantmaking or fundraising, and the impact you make in your community. N
Who (are we serving): This dimension describes the people who you serve and are helping e.g Demographics / characteristics, # of
Impact Who recipients Hover Y
What (are we delivering and how much): This dimension describes the programs or services you are delivering for the people you
Impact What serve. e.g product, services, capital Hover Y
What is the quality (of our delivery): This dimension maps very closely to the what dimension and describes how you ensure what
Impact Quality you are delivering is quality and that your team is executing at a high level. e.g NPS, utilization, retention Hover Y
Are those that we serve better off: This dimension describes how the people you serve are better due to the quality services you
Impact Better off provided. Hover Y
Key Impact Indicators (KIIs) are defined as 'metrics used to assess the impact of an organization's activities on its stakeholders'.
These indicators, which can be quantitative or qualitative, provide information about the value of an organization's activities in terms
Impact Key Impact Indicator (KII) of their contribution to specific social or environmental objectives. Modal Y
This data is related to your organization's program, fundraising or grant making, surveys, or other direct work you are taking on in
Impact Operational data your community. N
Impact Portfolio data This data is related to what you will collect from your grantees or portfolio companies directly in UpMetrics. N
Impact Community data This data is related to data you are sourcing from 3rd party data and is associated with zip codes, counties, or other region types. N
Impact Community Indexing How conditions in specific geographic areas have evolved over certain periods time. Resources Y
Created by the urban research firm New Localism Advisors, the Index was originally developed to help guide investments to
Impact Social Needs index Opportunity Zones and has a wide range of potential uses. Resources Y
Impact Inputs Resources committed to your work. Resources Y
Impact Outputs Direct result of resources committed to work. Resources Y
Impact Outcomes The desired, observable change that results from your organization’s programs or activities. Resources Y
Impact Impact Long term, positive change in your participants, communities served, or the sector (as a result of your organization’s activities). Resources Y
The measure(s) that help you understand whether you are achieving your results. A data point used to indicate progress towards a
Impact Indicator goal. Resources Y
Impact Metric A “metric” is a measurement of quantitative data. For example, your data point might be a number, but your metric is total hours. Resources Y
 Platform
Topic Term Definition When to use guidance MVP?
Business storytelling is the act of humanizing the operations, activities, and benefits of an organization using well-crafted, engaging,
and relevant stories. The goal is to avoid communicating with its target audience in a way that’s overly sales-y, technical, or
Impact Business Storytelling uninspired. Resources Y
Results Based Accountability (RBA) aids nonprofits in achieving outcomes for communities and initiatives. Additionally, a results
based strategy assists nonprofits in determining how well a program or service is functioning and where organizations can make
improvements to attain the intended outcomes.

The RBA guide begins with the objective in mind. It then works backward to assist in reaching the intended goal. Finally, it
Impact Results Based Accountability (RBA) summarizes the outcomes of a program or service for a specific group or community. Resources Y
A Theory of Change defines a process of planned societal change, from the assumptions that drive its design to the long-term goals
it attempts to attain. Impact organizations that have developed a change theory do so to make it easier for them to find logical
linkages between actions and outcomes. A Theory of Change framework aids them in articulating what premises and assumptions
Impact Theory of Change (TOC) their work tests precisely — and what they should evaluate in their assessment strategy. Resources Y
Investments made with the intention to generate positive, measurable social and environmental impact alongside a financial return
Impact Impact Investing (GIIN Definition) Resources Y
Impact ESG Environment, Social, Governance Resources Y
Impact SDG Sustainable Development Goals Resources Y
Impact Additionality Additionality is the ability to prove that the positive outcome would not have occurred without the investor's specific investment. Resources Y
Impact attribution refers to determining and assigning credit to the specific interventions or activities that have contributed to a
Impact Impact Attribution desired social or environmental outcome. Resources Y
The portfolio section will be where you manage your grantees or portfolio companies and can add their contact information and
invite them to UpMetrics. You will also be able to associate your grantees or portfolio companies with specific themes and KIIs you
UpMetrics Platform Terms Portfolio added to your impact framework. N
The reporting section is where you manage your reporting coming from your grantees or portfolio companies. You will create
reports that have a reporting period and a due date and each selected grantee or portfolio company will be requested to fill out the
UpMetrics Platform Terms Reporting KIIs that were associated with them in the portfolio section. N
The requests section is where grantees and portfolio companies will go to submit data directly in the platform to their funders based
UpMetrics Platform Terms Requests on the reports that the funder created. N
The KII Name of each KII will be the definition of the metric you are tracking. The name will generally not include dates or specific
UpMetrics Platform Terms KII Name number or targets and will just be an overview of your impact. Resources Y
The KII Description gives further detail on what this KII refers to. This can describe the program associated with the KII, a specific
UpMetrics Platform Terms KII Description target or timeline, or just provide definition on specific terms utilized in the KII Name. Resources Y
The Collection Type per KII will outline what type of KII it is and how you will collect data down the road. There are 3 options:
1. Operational data - This data is related to your organization's program, fundraising or grant making, surveys, or other direct work
you are taking on in your community.
2. Portfolio data - This data is related to what you will collect from your grantees or portfolio companies directly in UpMetrics.
3. Community data - This data is related to data you are sourcing from 3rd party data and is associated with zip codes, counties, or
UpMetrics Platform Terms Collection Type other region types. Resources N
The unit type per KII will outline how this data will be collected and stored. This field will be especially important for Portfolio data as
UpMetrics Platform Terms Unit Type it will impact how you collect data from your grantees or portfolio companies directly in UpMetrics. Resources N
The question per KII will outline what question you need to answer through the KII. Depending on the collection type, this field can
go in different directions.
1. For operational data, this question will be geared to what you want to learn from your own data and analysis.
UpMetrics Platform Terms Question 2. For portfolio data, this question will be what you are asking your grantees or portfolio companies to fill out. Resources N
Each KII can have an open ended text field that is a tag. This can help you structure and customize your impact framework as
UpMetrics Platform Terms Tags needed. Resources N
Each objective will have a dimension: Who, What, Quality, Better Off, and Community Contribution that help you structure your
impact framework and group similar KIIs. By focusing on who you serve, what you deliver, what the quality of your delivery is, and if
UpMetrics Platform Terms Dimension those you serve are better off, you will be able to effectively measure, manage, and communicate your impact. Resources Y
An objective is a grouping of KIIs that helps provide structure and organization for your impact framework. Objectives will be tied to
a dimension and will generally match the language of your mission statement and be easy for someone learning about your
organization to understand. Objectives in the community contribution section will generally match the language of your vision and
UpMetrics Platform Terms Objective should be overarching and ambitious. Modal Y
Impact is a collective effort. With a lens of contribution (vs. attribution), select objectives and indicators that align to your community
impact. There are two types of community contribution, direct and indirect. Direct contribution is an extension of your better off KIIs,
with a community lens. Indirect contribution is often tied to your vision statement. Your defined target community should take
UpMetrics Platform Terms Community Contribution geography and demographics into consideration (especially if the community is “people-focused” rather than “planet-focused”). Hover Y
UpMetrics Platform Terms Data Set A collection of related data tables that can be manipulated by a computer. Similar to a folder containing many spreadsheets. Resources Y
UpMetrics Platform Terms Data Table A single spreadsheet of data that is part of a DataSet. Similar to a file in a folder. Resources Y
UpMetrics Platform Terms Count Total number of rows within your data table (no specific column needs to be chosen) **Ex: Total number of classes. Resources Y
Counting unique values within a column (if the same value is listed multiple times it is only counted once)
**Ex: Number of unique participants.
UpMetrics Platform Terms Distinct Count Resources Y
Adding values within a column
**Ex: Total attendance hours.
UpMetrics Platform Terms Sum Resources Y
Average: Calculates the central or typical value within a column
**Ex: Average attendance.
UpMetrics Platform Terms Average Resources Y
To display values based on zip code, census tract,
UpMetrics Platform Terms Geomap A Geomap is a Widget that displays data points tied to locations in a map view. county, state, or country. Resources Y
UpMetrics Platform Terms Tableview A Table View is a Widget that presents data in a table. Resources Y
A link created to distribute analytics dashboards. This link updates as data is updated and is only inactive when the account owners
UpMetrics Platform Terms External Sharing disable sharing. Resources Y
Filters than once set are enforced across your whole organization. This will also affect external versions of the dashboard and the
subsequent embedded widgets.
UpMetrics Platform Terms Global Filters Resources Y
UpMetrics Platform Terms User Filters Filters that are only reflected in your own user account. Segmented selections do not show up in shared links, unlike global filters. Resources Y
UpMetrics Platform Terms Hex # The HTML color codes your organization uses for branding. Can select up to 10 Resources Y
UpMetrics Platform Terms Synchronization Disabled Google Sheet sync is no longer active. User will need to authorize by initiating a trigger synchronization. Resources Y
Trigger Synchronization/ Data
UpMetrics Platform Terms Refresh Used to update any data added in Google Sheet and to reauthorize a Google Account GSheet connection Resources Y
HTML Code enabling users to present data to external web locations. In order to activate, users must enable dashboard sharing
UpMetrics Platform Terms Embedded Widget and data will update as dashboard is edited and changed. If GSheet Sync is disabled, data will not update live. Resources Y
The role of Org Admin is usually reserved for the power user(s) of an organization.
This is the highest permission setting for an organization. It has the ability to work
with the organization, users, datasets, dashboards, and settings at a higher level
UpMetrics Platform Terms Org Admin than any other role. Resources N
The role of Editor has less permissions than the Org Admin role, but more than the
Viewer role. It provides the ability to work with data tables, dashboards, widgets,
UpMetrics Platform Terms Editor and additional features the Viewer role does not. Resources N
The Viewer role allows a person to view dashboards, data tables, responses,
stories, and goals. It also provides the ability to download CSV files and work with
UpMetrics Platform Terms Viewer stories and goals. It is the lowest level of permissions and primarily just for viewing Resources N
UpMetrics Platform Terms Define Determine learning questions and key metrics Resources Y
UpMetrics Platform Terms Collect Review, clean, and centralize data from existing systems and gather new data. Resources Y
UpMetrics Platform Terms Analyze Visualize and explore your data in custom dashboards Resources Y
UpMetrics Platform Terms Leverage Share dashboards and insights to make decisions and tell stories Resources Y
Color palettes afford you the option of customizing the color of your dashboard to your heart's desire
UpMetrics has created a multitude of options for which you can choose from or you have the ability to customize your own color
palette
UpMetrics Platform Terms Color Palettes Resources Y
Generated Columns allow you to perform calculations, groupings, and transformations on data in your Data Table based on rules or
instructions that you select. This is a powerful tool that can allow you to analyze your data in additional ways in your Dashboards.
UpMetrics Platform Terms Generated Column The most commonly used forms of generated columns are Value Map, Group by Value, Calculation and Aggregation. Resources Y
Calculation allows you to perform simple or complex calculations based on an equation that you create by selecting operations (e.g.
add, subtract, multiply, divide) to perform on specific fields.

For example, if you have three different columns for tracking “Breakfast Meals Delivered,” “Lunch Meals Delivered,” and “Dinner
Meals Delivered,” you can create a new column that adds up the values in those three columns to display “Total Daily Meals
UpMetrics Platform Terms Calculation Delivered”. Resources Y
Aggregation allows you to perform an aggregation (sum, average, maximum, or minimum) of multiple selected fields.

For example, if you have 12 columns for tracking the number of meals delivered each month, you can create a column that
UpMetrics Platform Terms Aggregation calculates the average number of meals delivered each month, or the total number of meals delivered over the year. Resources Y
Value Map allows you to transform text to number or text to text. Unlike the “Rename Values” tool that layers the renamed values
on top of your actual data without changing the underlying data, the data that is in the “Value Map” generated columns is itself
changed.

As an example of text to text: if you have a column with “Site Name”, you can create a new column that buckets the specific site
names into categories like “School”, “Food Pantry”, and “Other”.

As an example of text to number: if you have a column with yes/no values, you can create a new column that contains 0/1 values (0
UpMetrics Platform Terms Value Map for “no” and 1 for “yes”). This will allow you to perform calculations with the data such as the overall percentage of “yes” values. Resources Y
Group by Value allows you to bucket values from a specified field into different groups based on numeric ranges that you select for
each group. “Group by Value” can be used to transform an unlimited range of number data into a finite range of string data (the
labels that you give to each of the group options). The data in this generated column can be used for filtering or to make your data
more comprehensible by looking at it in groups.

For example, you could bucket participants into a “Low Engagement” group or a “High Engagement group” based on whether they
UpMetrics Platform Terms Group by Value have below or above 50 hours in the “Participation Hours” field. Resources Y
This is similar to the group by value option, except uses a date field as the source data. (Eg. You might group dates into Fiscal
UpMetrics Platform Terms Group by Date Years). Resources Y
 Platform
Topic Term Definition When to use guidance MVP?
Rollup allows you to perform calculations between two different data tables. Once you have set up the relationship between data
tables using the Manage Relationships feature, the Rollup allows you to transfer data from one data table to the other.

For example, if you have a list of participants and their zip codes in one Data Table, and a list of census data by zip code in another
UpMetrics Platform Terms Rollup Data Table, you can calculate the number of participants per zip code in the census data table. Resources Y
This feature allows you to connect Data Tables to each other when those Data Tables contain a unique identifier field such as ID
UpMetrics Platform Terms Relationship numbers, names, locations, etc. Resources Y
Once you have created a relationship between two fields, you can use the Lookups feature to pull data from one table into another
UpMetrics Platform Terms Lookup table. Resources Y