--- title: "UpMetrics Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about UpMetrics Software - reviews, pricing plans, popular comparisons to other Business Plan products and more." source_url: "https://www.capterra.com/p/213916/UpMetrics/" page_type: "product" language: "en" --- # UpMetrics Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) UpMetrics ## What is UpMetrics? Impact reporting doesn't have to be a headache. UpMetrics is a purpose-built platform that supports the complete impact data lifecycle, from defining what you'll measure to sharing what you've learned. Replace the patchwork of disconnected tools with a single platform that unifies framework design, data collection, reporting, analysis, and external storytelling. Foundations get better data with less grantee burden. Impact investors get LP-ready dashboards without manual wrangling. Nonprofits spend less time on paperwork and more time delivering mission. The result: better data quality, faster insights, and a compelling fundraising story you can actually stand behind. ## What is UpMetrics used for? [Reporting](https://www.capterra.com/reporting-software/)[Nonprofit](https://www.capterra.com/nonprofit-software/)[Qualitative Data Analysis](https://www.capterra.com/qualitative-data-analysis-software/) Top alternative Featured Overall rating Based on 36 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Contact vendor for pricing Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for UpMetrics?[Manage this product listing](https://www.g2.com/products/upmetrics/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### UpMetrics 4.8 (36) VS. [4.4 (1,399)](https://www.capterra.com/p/130949/Paycom/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (36) Ease Of Use 4.4 (8,040) Value For Money 4.8 (29) Value For Money 4.2 (5,525) Customer Service 4.9 (36) Customer Service 4.4 (5,180) ## UpMetrics alternatives [4.5 (286)](https://www.capterra.com/p/169053/Looker/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars Highest Rated [Google Analytics 360](https://www.capterra.com/p/177042/Google-Analytics/) [4.7 (8,101)](https://www.capterra.com/p/177042/Google-Analytics/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/177042/Google-Analytics/) [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) [4.6 (1,893)](https://www.capterra.com/p/176586/Power-BI/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/176586/Power-BI/) [Tableau](https://www.capterra.com/p/208764/Tableau/) [4.6 (2,362)](https://www.capterra.com/p/208764/Tableau/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/208764/Tableau/) [View all alternatives](https://www.capterra.com/p/213916/UpMetrics/alternatives/) ## FAQs about UpMetrics Overview ### Which roles and teams benefit most from UpMetrics? UpMetrics is most used by executive leaders, program and operations directors, development teams, and evaluation or impact managers. These roles rely on it to track outcomes, centralize program data, build funder-ready reports, monitor organizational performance, and translate metrics into strategic decisions, fundraising narratives, and continuous improvement efforts. Answer based on 36 reviews Overview ### What company size and specific industries is UpMetrics built for? UpMetrics is designed for social impact organizations in both the private and public sectors, including foundations, nonprofits, and impact investors. It is built for groups that track mission-driven results rather than a specific company size, so it fits organizations of varying sizes within philanthropy and impact investing. Features and Usability ### What are the key features of UpMetrics? UpMetrics offers customizable dashboards, visual analytics, and real-time reporting for tracking KPIs and performance metrics. It also includes data collection, data connectors, API access, and data synchronization, plus customizable reports, scheduled reports, alerts/notifications, and collaboration tools for sharing analysis and dashboards. Integrations ### Which third-party tools and platforms does UpMetrics integrate with? UpMetrics integrates with 2 third-party tools and platforms: Fluxx Grantmaker and Google Sheets. These connections cover grant management and spreadsheet-based reporting, giving teams a way to move data between funding workflows and analysis in a familiar format. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does UpMetrics offer? UpMetrics provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide self-paced walkthroughs. Answer based on 7 reviews Getting Started and Support ### What customer support options does UpMetrics offer? UpMetrics provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for support. Users describe the support team as helpful and responsive, with same-day help often mentioned for training and tech questions, though the platform’s deeper features can still take time to learn. Answer based on 8 reviews Features and Usability ### How easy is the UpMetrics interface to use? UpMetrics offers a clear, visual interface that helps teams build dashboards, enter data, and share impact reports quickly. Nonprofits and evaluation teams often like the widgets, collaboration features, and polished visuals, though some users say dashboard setup and custom visualization preferences can take time, especially during initial data organization. Answer based on 17 reviews Features and Usability ### Is UpMetrics easy to use for nonprofit reporting? UpMetrics makes nonprofit reporting easier with user-friendly tools, organized data views, and hands-on support during setup and training. Many small teams find the platform approachable for dashboards and impact reporting, though adapting it to existing data structures or advanced dashboard logic can require extra effort and guidance. Answer based on 12 reviews ## Features AI summary Based on 587 Business Plan reviews Capterra data shows that buyers of qualitative data analysis software rank the following features as their top priorities: - **Data Coding** (**72%** of reviewers rated this feature as critical) - **Data Import/Export** (**55%**) - **Categorization/Grouping** (**58%**) UpMetrics supports all three of the features reviewers consider most important: **Data Coding**, **Data Import/Export**, and **Categorization/Grouping**. Together, these capabilities help businesses organize qualitative information, move data in and out of the system more easily, and group findings into meaningful themes, allowing teams to review insights more efficiently and make better-informed decisions. Data Coding 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Processing and organizing collected information to a set of meaningful and cohesive categories for further analysis Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Data Visualization 4.8 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Graphical representation of data Customizable Branding 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Add customized logos and colors to align with company branding Data Connectors 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Connect to big data sources For Nonprofits 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Software specialized for non-profit organizations UpMetrics 38 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Categorization/Grouping: Organize and group data or items based on various criteria - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard Creation: Creation and customization of dashboards - Data Coding: Processing and organizing collected information to a set of meaningful and cohesive categories for further analysis - Data Collection: Process of gathering, measuring, and analyzing accurate data - Data Connectors: Connect to big data sources - Data Import/Export: Import and export data to and from software applications - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - For Nonprofits: Software specialized for non-profit organizations - Mobile Access: Access software remotely via mobile devices - Multiple Data Sources: Allows users to manage data from a number of sources - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Scheduled/Automated Reports: Set a time to generate routine reports automatically - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Single Sign On: Allow users to access multiple services after entering their login credentials once - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Text Analysis: Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools --- Get Advice We can help you find the software with the features you need. Features 4.7 (36) 4.7 Based on 36 reviews ## Pricing Value for money 4.8 (29) Plans for Impact Funders Call for pricing. Plans for Nonprofits Call for pricing. Value for money 4.8 (29) 4.8 Based on 29 reviews ## Integrations [ Google Sheets](https://www.capterra.com/p/169718/Google-Sheets/)[ Fluxx Grantmaker](https://www.capterra.com/p/146625/Fluxx-Software-for-Grantmakers/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (36) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (36) 4.9 Based on 36 reviews ## User reviews Overall rating 4.8 Based on 36 reviews Filter by rating 5(29) 4(7) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AC Alex C. Director of Evaluation and Impact Non-Profit Organization Management ### "Clear, concise, and meaningful platform to organize metrics and share impact. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 5, 2025 Our experience has been great, The staff believes in their work and have supported us through the process. I am excited to continue to grow with UpMetrics! Pros The UpMetrics framework for organizing metrics and showing impact is clear, concise, and meaningful. They make telling the story of your non profit's work easy. We've been able to unify previously siloed metrics into a single, organization-wide story of impact, and save time and improve confidence in our reporting by simplifying complex analysis into digestible insights. Cons Truly, the only issue we ever had was that we started with UpMetrics when they were transitioning to a new, upgraded platform. This meant that our first drafts for our framework were completed offline and then we had to add that work to the new platform when it was ready. HOWEVER, the wait was worth it. The new platform is amazing. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. AA Allison A. Director of Operations Non-Profit Organization Management ### "Data lovers unite!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 1, 2023 Our organization has grown tremendously over the last 10 years, and UpMetrics has been invaluable to helping us track and visualize the short and long term outcomes of our Theory of Change. We have a great deal of reporting to do as a non-profit and the platform and data integration process that we've been able to collaborate on has made my job a million times easier to report now on our programs and impact. Pros The UpMetrics platform provides my organization with a very easy way to see, analyze and report out on a multitude of data we collect. From attendance and demographic data, and our annual program surveys. There are so many ways to filter the information, that we can really dig deeper into the data to uncover trends and understand our participant's experience in program. I really appreciate how the staff at UpMetrics are responsive to our needs and have taken the time to really create a unique platform tailored to our organization. Cons Not necessarily a con, but we have not tapped into the Goals or Stories sections yet. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Sales Manager Logistics and Supply Chain ### "Well rounded business planning software" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 22, 2022 Pros The virtual interface and data coding is effectively done. It is one of the best softwares for organizing your proporsals,plans and developing them professionally and detailed results. It's price worth Cons Dashboard should be updated. software needs templates upgrades. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KG Katie G. Director of Development, Data & Communication Non-Profit Organization Management ### "Great working with \[SENSITIVE CONTENT HIDDEN\]" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 7, 2021 We really appreciated \[SENSITIVE CONTENT HIDDEN\] support and customized attention to our needs. This was by far the best aspect of our experience Pros I love that the dashboard can be customized and automatically updated. Cons The only pain point was having to upload our data into google sheets, but that's to be expected with any data management service. Reasons for choosing UpMetrics We received funding to work with UpMetrics, but we're still thrilled that we had this opportunity and probably would have selected them. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. CH Cassandra H. Junior Giants & Special Projects Manager Sports ### "UpMetrics platform" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 3, 2021 The staff has been attentive, supportive, engaged and a great resource as we got up and running, and they continue to engage with us even though our system is set up. This ensures we are getting the most out of the service and partnership. Pros UpMetrics quickly takes the data collected and turns it into a story that is easy to follow. In the past we had to wait months to transfer the data into digestible information but now it's happening in real time which allows us to see where our program is excelling and where it is falling behind. Cons We were not using a data collector that automatically fed into UpMetrics platform but the UpMetrics team worked with our situation to find a way the data can feed in without manual entry, and they understand the priority for us on this going forward. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. TC Toni C. Data and Impact Manager Civic & Social Organization ### "Great Product!" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 10, 2021 I’ve really enjoyed my experience with UpMetrics so far. The UpMetrics team has been professional, thorough and kind as they have walked me through the on boarding process. Excited to continue working with them! Pros \-I love that this product saves me a lot of time by automating most of the data processes leading up to visualizations. -I also love the sleek visuals. The visuals are beautiful and really help to tell our agency story through data visualization. Cons The system is not very user friendly. To really get the most out of the software you will need training. With training, however, the system does become more user friendly. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JC Jenny C. Evaluation & Learning Manager Education Management ### "Recommend!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 3, 2021 Pros It has been a pleasure to work with Upmetrics for the past few years. Upmetrics staff are personable, knowledgeable, and take the time to listen to our data needs as they change from year to year. Each year, Upmetrics has been able to accommodate our needs successfully in order to increase the efficiency and effectiveness of data access, sharing, and visualization across our organization. We highly recommend their services. Cons Because Upmetrics develop products based on the needs of the organization, sometimes there are bugs, especially when in the beta version as we test out functionality and user-friendliness, but for the majority, they do their best to tweak out these issues as soon as they can. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JL Jenna L. Development Coordinator Civic & Social Organization ### "Data visualization to help Project Soar fly higher" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 27, 2021 The UpMetrics team was incredibly helpful and gave us a new perspective on how to effectively communicate our impact to donors through data visualization. Pros The Upmetrics platform helps to give a 360 degree view of our impact. We are a data-driven organization and therefore need to effectively convey our impact to donors. There are so many possibilities with Upmetrics to not only communicate our impact through the years, but quickly share visuals with our network. Cons Since we keep our data stored in Salesforce, an integration between Salesforce and Upmetrics would be a great plus if possible. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. TV Tahisha V. Deputy Director Non-Profit Organization Management ### "Review of Platform" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 January 9, 2021 The overall experience has been overall positive with Upmetrics. I appreciate the level of dedication that the staff gave in the beginning. We are a small nonprofit with limited capacity, and the individual support that Upmetrics provides is truly beneficial. Pros The impact profile is great to send to potential donors or individuals interested in our impact results. It's simple and clean. I also like how we can easily modify how we show our impact results. I also think the stories feature is an asset to the platform. We are often saving our testimonials on a word doc but this feature helps us store this information and grab quotes when needed. Cons We are still in the process of integration. The software itself isn't difficult. However, molding it to our data structure is somewhat difficult. Alternatives considered [Bonterra Apricot](https://www.capterra.com/p/123342/Bonterra-Case-Management/) Reasons for choosing UpMetrics We choose UpMetrics because of the team more than the product. We felt that the team at Upmetrics had an understanding of the complex work we do and could help to dissect the data we collect to make sense of it. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AM Anthony M. Executive Director Individual & Family Services ### "UpMetric Review by Seven Tepees Youth Program" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 5, 2021 The UpMetrics team was a pleasure to work with. Their knowledge around data and data management was invaluable in the process of setting up our dashboard. The team is patience, responsive and very personable. Pros The dashboard feature is very valuable tool in showing the impact of our programming to participants, funders, staff, Board and program supporters. We were able to set-up a functional dashboard quickly once our organization provided the data to the UpMetrics team. The software is very dynamic, intuitive and easy to navigate. Cons I did not find anything that I did not like about the software. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/213916/UpMetrics/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [Google Analytics 360 vs UpMetrics](https://www.capterra.com/compare/177042-213916/Google-Analytics-vs-UpMetrics) [Microsoft Power BI vs UpMetrics](https://www.capterra.com/compare/176586-213916/Power-BI-vs-UpMetrics)