Donor figures you can trace back to the record
Every published figure should open to the records behind it. Here is how.
Most donor reports are built backwards. Someone collects totals from each program, types them into a template, and hopes nobody asks where a number came from. When a funder does ask, the answer takes days.
Start from records, not totals
In Impact Kompass every indicator is computed from records: participants, enrollments, sessions, surveys, loans or whatever your organization tracks. The definition says what counts, for which period, and with which breakdowns. Change the definition and the figure updates, with its history kept.
- Every computed figure can list the records behind it, filtered by what the viewer may see.
- Manual and partner-reported figures are marked as such, with their supporting files.
- Each figure carries the definition version that produced it.
Publish a period, keep it steady
When your team is ready, a data steward reviews the quality checks and publishes the period. Funders and the board read published figures, so their numbers do not move while staff keep working. If records change later, a new draft appears beside the published version, and republishing keeps the earlier one with who, when and why.
Give partners their own view
Each funding partner sees only the programs it funds, the indicators in its agreement and the breakdowns it is allowed. Where the agreement switches it on, a partner can open an anonymized list of the records behind a figure. Names and sensitive fields stay inside your organization.
We stopped emailing spreadsheets back and forth. Our funders open their view, and the question 'where does this come from?' answers itself.
Traceable figures take the anxiety out of reporting. They also change the conversation with funders, from checking numbers to discussing what the numbers mean.