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Design Your Ideal Framework

Design your ideal impact framework to manage your programs, metrics and relationships with your partners (agencies, grantees, investees, or entrepreneurs). Our SoPact Customer Success lead will walk you through a re-thinking process from your current to your ideal impact framework.


Session 1

  • Sign MNDA 
  • Create an account
  • Review existing program & metrics
  • Platform overview
  • Review future state program & metrics
  • Migrate current impact partners

Improvise metrics

SoPact Customer Success Lead will walk you through identifying standard metrics from large catalog & create custom metrics. 


Session 2

  • Create metrics sets
  • Add metrics
  • Standard from our catalog Custom

Setup data collection process

SoPact Customer Lead will review various data collection options based on your internal and impact partners preferences. Setup automatic email schedules & start tracking results!


Session 3

  • Set up most appropraite Data collection process
  • Schedule reporting dates
  • Trackig partner data progress

Funder impact reports & dashboards

Do you report you results to many funders? No problem, our drag & drop tool will allow you to aggregate field narratives, story, results, charts & tables with a profession impact report design.  Review your collective impact into dashboard.


Session 4

  • Create Reports
  • Create Dashboard

See how Lean Impact Can Streamline Your Impact Framework

The SoPact Onboarding process is suitable for clients that already have an impact framework and metrics, but are looking to improve them. 

  • Our onboarding process is a fast-track that walks you through a single program end-to-end scenario.
  • You can replicate this end-to-end scenario with as many programs as needed. All the iterations based on continous feedback from your partners will be managed by you. 
  • Our onboarding process is not a complete impact freamework implementation or a consulting project. 
  • With our knowledge base, help desk and live chat, you will never be alone in your impact measurement journey.

Benefits - why start now?


Your Impact Framework

We help you to think through your impact measurement structure and strategy. If there is a more efficient way of getting and analyzing your impact data, we'll figure it out with you.


We give you the keys to TurboMetrics right away. You don't need to wait for us to configure or customize things for you...you have the control!


You decide the timleline for these sessions according to your resources and timeline.

Time Efficiency

You receive training and configure your TurboMetrics at the same time.

Additional Resources

Each session is supplemented with documentation and resources to help you in your learning curve.

Immediate Feedback Loop

Through this onboarding process we hear you and we do anything to make your organization successful.


Start your impact journey with SoPact TurboMetrics FastTrack Process



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Account Management

 Hi there!

My job is to partner with you to build a long-term strategy and help you achieve your social impact goals with SoPact, as well as keep you up to date on new opportunities that may help you suceeed.

I can also help you with questions on anything related to your account, including billing and upgrades.

If you have any questions, please don't hesistate to reach out.

User Guides

Comprehensive manuals to master the software.


Quick answers from the Support knowledge base.


Tools with which we can help you integrate