Step 1. Add grants, investments, individuals or partners (if you have them and want to track their data over time). You can add grants, investments, individuals or partners manually one by one, through csv import, or API. To add this data, go to the Organization Data icon interface on the bottom left. You will be taken to a page where you can select Add Grants or Investments and follow the steps to add your data using the interface.
Step 2. Create a project. You can create a grants- or investment-based project or a standalone project.
A grants-based or investment-based project is a project where you want to pull in grant, investment, individual or project data and include the demographic data for instant analysis.
A standalone project is used when there is no demographic data that you want to analyze. It is great for general surveys to different stakeholders, staff, or community members, or analysis of evaluation, research, or interviews or focus groups for example.
For a Grants or Investment based project, you need to go to the Project Data icon in the project and select the grants that you want to include in this project to begin using the tool. You can filter by portfolios, years, or one-by-one to include them in the project.
For a standalone project, just create the project and you are ready to go and start uploading reporting for coding or creating surveys! Click here to learn more about creating projects.
Step 3. Add Reports. Add any reports that you want to tag by clicking the Report icon on the sidebar. Both Word and PDFs can be uploaded. See the how-to and video here.
Step 4. Add your Tags. Add tags that you would like to use for your analysis. Tags can be your KPIs, outcomes, indicators, themes, issues, challenges, lessons learned, opportunities, and recommendations.
You can add tags in the Report tagging interface by clicking on the report you want to tag and then accessing the settings button. Select Create a Tag and fill out the information. You can also add tags through the Tag Icon. See the how-to on how to tag reports and a video here. To edit, add, or delete a tag, see the video here.
You can also save compelling quotes in the report tagging view. See the how-to and video here on saving quotes.
Step 5. Create and launch a survey. Check out this how-to and video series on survey creation, launch, and analysis. You can see the how-to and video here on capturing impactful quotes from your surveys.
Step 6. Create charts. You can create many different charts for analysis from your data. We have 8 different types of charts for you to choose from and align with your brand colors. See a how-to on creating charts here.
NOTE: For all of the videos linked here, you must be logged in to the software. You can find more detailed information in our How-To by pressing the Help button on the top right and selecting Help Center.
This will bring you here: https://help.impactmapper.com/en/