One record from the first target to the final report.

Plan

Plan what matters

Set the targets and the work once, and every period starts from them.

• Logframe with goals, outcomes, outputs, activities and indicators; import from Excel, CSV or text
• Baselines, targets, scheduled targets and group targets; indicators calculated from others
• Work plan with timeline, calendar, milestones and a map of where the work happens
• Risks, changes of plan, programmes and grants, and donor requirements

Logframe and indicators →Work plan and timeline →Risks and changes of plan →

Collect

Collect it where the work happens

Field teams record once, with or without a signal.

• Forms with rules, photo and document questions and GPS, and public links
• A field app that works offline and sends when the signal returns
• KoboToolbox and SurveyCTO submissions brought in as records you review
• An entry sheet that takes a paste from Excel, with autosave and an offline queue

Collection forms →Field app and offline use →The Entry Sheet →

Track

Track every indicator against its target

Gaps show while there is still time to act.

• Every value in one place across all periods, with its status from draft to verified
• Entry windows, period submission and a send-back with a reason
• Results by place, with places kept as master data
• Gaps shown as gaps and never as zero; rates never added together

Data Center →Places and results by place →Indicator views →

See

See it your way, and show it to others

The chart, map or page your board or donor asked for.

• Chart Studio with 39 chart types and full editing
• Dashboards from sector templates, in tabs, full screen for the wall, and print
• Maps, KML and GeoJSON downloads, and a report builder that answers a question in one sentence
• One-page infographics and read-only share links for funders and supporters

Chart Studio →Dashboards and templates →Infographic Studio →

Prove

Prove it when it counts

Every number can be traced, and every change is on record.

• Evidence linked to the activity or value it proves, with confidentiality levels
• A tamper-evident audit log, and approved figures that cannot change under a report
• Roles per project, a second-approver rule and outside partners limited to named projects
• Two-step sign-in an administrator can require, and row-level data isolation

Evidence library →Team and roles →Security and access →

Report

Report from the record

Drafts that cite their sources, checked and approved by a person.

• Upload a donor template once; sections, questions and word limits are extracted for review
• Drafts written from the record, with the source of each statement shown
• Claims checked against the record, readiness checklists and sealed submissions
• Word, PDF and Excel exports, an evidence pack, and a management report

Donor templates →Sourced AI drafting →Review, approval and export →