For Community & Economic Development Agencies

Measuring client and business growth

Outcome Tracker provides a full range of features for measuring client and business growth, including:

• Client intake data (++ Clients can enter this online ++)
• Unlimited businesses per client
• Client roles/programs
• Client outcomes (++ Clients can enter this online ++)
• Loan summaries
• Referrals
• One-to-one services (++ Consultants can enter this online ++)
• Training and other group services
• Unlimited fields and notes for each service
• Follow-up tasks for staff
• Ability to report on any data
• Standard reports, including outcome changes over time
• Flexible options for assigning security / permissions to users
• Import data from a spreadsheet (optional module)

Attracting grants: Optional modules

The following modules are available for specific Community and Economic Development reporting needs:

DownHome Loan Integration	Synchronize loan portfolio with client outcome data and create integrated reports.
MicroTest	For agencies participating in the Aspen Institute's MicroTest reporting project, the MicroTest report module produces the performance indicators report and the outcomes survey. VistaShare is a MicroTest member.
EDMIS II	For agencies receiving SBA funding, the EDMIS II module uploads your data to the SBA's EDMIS II database.
IDA	Manage your Individual Development Account (IDA) funders, participants and accounts. IDA data is integrated with your other programs.
ORR reports	Office of Refugee Resettlement (ORR) reports are configured with the ORR reports module.

Click on Features for more information about Outcome Tracker's ability to help your nonprofit agency. Or Contact us - we'll be happy to answer your questions.