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High Impact Portfolio Analytics
A cloud-based analytics and reporting solution designed for CDFIs by experts who understand them. |
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Working with High Impact and their portfolio analytics dashboard was such a positive experience for our CDFI. Their professional team has the technical experience to not only build an incredible platform, but also intuitively understand the metrics that are important to a lender. They do this all while making the “lift” for our staff pretty easy, thereby allowing us to focus on lending. We are repeat High Impact clients and couldn’t be happier with the work they do. |
Imagine if your CDFI could...
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What is High Impact Portfolio Analytics?
CDFIs track massive amounts of data - portfolio, pipeline, impact, technical assistance and finance - across disparate systems. Efficiently bringing that data together to gain a comprehensive picture of your fund and tell your story is a universal challenge.
HIPA is a cloud-based solution that allows your CDFI to outsource data management and instead interact with your data through insightful dashboards in Microsoft Power BI that provide the analytics and reporting needed to operate strategically.
CDFIs track massive amounts of data - portfolio, pipeline, impact, technical assistance and finance - across disparate systems. Efficiently bringing that data together to gain a comprehensive picture of your fund and tell your story is a universal challenge.
HIPA is a cloud-based solution that allows your CDFI to outsource data management and instead interact with your data through insightful dashboards in Microsoft Power BI that provide the analytics and reporting needed to operate strategically.
How does HIPA work?
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Dashboard Development
Our experts have leveraged years of experience analyzing CDFI portfolios and financial information to construct analytics and visualizations that provide CDFIs with the insights they need to manage proactively and meet funder reporting requirements. We work with your team to fully customize our analytics package to meet your fund's unique needs. Have a funder with unique reporting requirements? We will replicate their report within the platform so reporting is automatically generated each month. HIPA is a completely customizable solution. We take the time to develop solutions that fit your organization's unique needs. Platform Access
HIPA is a cloud-based solution developed in Microsoft Power BI. Authorized users access the platform through a web browser or mobile app using their Office 365 credentials. HIPA truly democratizes data access, allowing your team to collaborate around up-to-date analytics in real time. No more issues of version control or internal back-and-forth to get specific data points. And because HIPA is built in Microsoft Power BI, the platform is fully compatible with other Microsoft products. Export data to Excel, copy a linked visualization into a Word or PowerPoint document, or share notes in Teams. |
Download Sample Dashboards
Data Flow Management
Raw data from your core systems is uploaded to our platform through secure file transfer. No more time spent compiling or transforming data within Excel. Just upload your raw data to our team and we take care of the rest! Interested in learning more? Reach us by email at [email protected].
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Learn more about why we believe Power BI can be transformational to the impact sector by downloading our whitepaper.
