Impact-focused Funding Management
Amplify your impact by tracking outcomes, turning insights into action, and showcasing the powerful story of the change you create.
$25B+ Funds Managed
400K+ Users
20 Years Experience
Stay true to your mission
Make sure every program directly supports your purpose. Define the impact you want to achieve, set clear indicators, and track progress against the frameworks that matter most, so your team always knows they’re driving meaningful change.
Continuously learn and improve
Real-time monitoring and data-driven insights help your team quickly see what’s working and where to adapt. This means smarter decisions, more effective programs, and better outcomes for the communities you serve.
Share your story with clarity and confidence
Show donors, partners, and communities exactly how your funding makes a difference. Transparent reporting connects every dollar to real impact, helping you build trust, unlock future funding, and inspire lasting change.
You’re in good company
Impact reporting best practice
Set targets and establish impact goals
Your data tells your story; that’s why it’s critical to deliver clarity and provide results to funders and social investors. With accurate and meaningful data, your team can demonstrate exactly how your performance is contributing to the growth of your organisation’s mission, your impact investors’ goals, and most importantly, your community’s needs.
With easy-to-use, no-code configurability, it’s simple to define your performance assessment and evaluation criteria. Align your funding and service delivery with your CSR commitments or mission statement, as well as a range of impact goals.
Establish short, medium and long-term objectives
To understand your impact, you must start at the beginning. With our platform, you can easily establish goals at the start of your programs. Then apply indicators to the projects beneath these programs and measure outcomes using reporting dates to track progress over time.
Configure your performance evaluation criteria
Consistency is key when assessing impact. Easily stay on track by creating your own configurable performance evaluation indicators to make tracking and monitoring your progress simple and repeatable.
Define results and progress reporting indicators
Ensure your team and external stakeholders are focused on what matters. Clearly outline your program’s key performance indicators (KPIs), so all activities are aligned around a common mission.
Align programs and projects to your objectives
When projects are aligned with goals, everyone wins. Simplify how you capture data and results from a single project or multiple programs. Connect relationships within and across your portfolio to ensure you capture data and results for a holistic view that demonstrates the purpose and performance of your programs.
Align program reporting with your mission
Capture impact holistically. Our platform’s intuitive interface offers a portfolio-program-project hierarchy that ensures project outputs correspond with program targets so that outcomes align throughout your funding portfolio. This enhanced visibility makes it easy to compare projects and maintain oversight.
Connect project reporting outputs to inform program KPIs
By connecting your project reporting outputs to KPIs, you ensure your reports are delivering the data needed to keep performance management up to date and relevant to wider program goals.
Collect and validate outcome data from across all relationships
Easily engage with stakeholders for streamlined outcome reporting. External users can log on and report against your indicators from anywhere with an internet connection. Your team can then simply request amendments where needed, before validating the data in the system, and automatically updating your existing records.
Monitor and measure performance
Real-time performance measurements help your organisation prove its impact. With the ability to accurately monitor and track progress, you can proactively manage the performance of your funded projects, contract milestones and (CSR) program outcomes.
Tactiv empowers social impact programs to capture and manage data more efficiently. With everything in one clear view, you’re no longer left pulling together disparate data from various systems, files, and emails.
Build our own progress reports and field surveys
Create and publish your own reporting templates with our simple-to-use form builder. Standardise reports and create surveys, configure your business-specific data fields, and reconfigure templates on the fly to stay up to date with your requirements.
Set progress reporting dates and automate alerts
Never miss another important date. Align the critical information your fund managers and social investors need with detailed progress reporting schedules and automatic alerts to keep everyone on track.
Integrate geo-location reporting to inform results
Bring your progress reporting to life with innovative geo-location mapping. Interrogate and overlay data to provide a visual context to inform reporting to understand location-based impacts and community needs.
Collaborate and extend your reach
Your organisation’s impact grows faster the closer you and your stakeholders are working together. The Tactiv platform offers internal teams a shared dashboard as well as an online, branded client portal for external stakeholders.
The platform allows you to securely manage access and roles for all users, retrieve progress reports and configure processes to notify delivery partners of information needs.
Our client portal allows funding recipients to report against their contractual agreements, while program managers can provide feedback on their performance, outputs, outcomes, and financials.
Secure online access for all stakeholders
Tactiv’s client portal is designed to extend your reach beyond your team and toward your partners, suppliers, investors, and community stakeholders. These external users can all access the same system, at the same time, anywhere, with any device.
Targeted data for reporting
Centralise and streamline data capture with reporting forms that only require the information you need. Provide read-only contextual information to reporting partners to enhance their understanding while removing the inefficiencies of ad hoc reporting.
Share feedback and learnings
Engage all parties securely for a better collaborative approach. Tactiv’s funds management platform allows you to capture reporting comments, questions, and interactions so you can easily share complete response information, keeping everyone up to date.
Transparently report impact results
With Tactiv’s funds management platform, your team benefits from built-in compliance for respected international measurement frameworks, such as GIIN, IATI and the UN Sustainable Development Goals (SDGs), to back up your contributions. Implement ESG and other sustainability metrics into your reporting and place your organisation at the forefront of social impact measurement.
Reporting templates are simple to use with Enquire’s “no code” configurability. You’ll be able to search and filter across all enterprise data and respond to reporting demands as they emerge.
Track, log and support compliance and auditability
Our platform captures all user activity, data changes, submissions and interactions to ensure you can transparently and efficiently support audit and compliance demands. Show funders and other stakeholders how you responsibly manage funds to ensure repeat funding.
Align to best practice frameworks for impact investment assessment
Connect your results reporting to best practice reporting frameworks. Support reporting needs for international commitments and ensure your investors can make assessments that support their needs.
Communicate and report ESG and SDG impact results
Improve your ability to communicate your ESG and SDG impact to all external stakeholders so you can grow your social impact investments and gain access to new funding opportunities through your sustainability efforts.
Manage corporate social responsibility and philanthropy
Our platform is a perfect solution for corporate philanthropy, acting as a central hub for your organisation’s Corporate Social Responsibility policy and reporting. Establish indicators to track specific environmental, social and governance goals and metrics, and share these outcomes with your stakeholders.
Whether you need to track funding on for-purpose projects, staff outcomes or other CSR requirements, the platform can be implemented to streamline and enhance the corporate social responsibility and environmental management at your organisation.
Go beyond the dollars to show your full impact
Link your CSR funding to tangible outcomes by tracking expenditure against project records. Roll up reporting to the CSR program level to show stakeholders and the public the full scope of your various CSR activities.
Self-configure your organisation’s corporate social responsibility matrix
Understand the full scope of how your corporate social responsibility functions in the workplace by creating indicators to measure specific goals for good governance. Indicators can be used throughout your portfolio, making it easier to implement a holistic triple bottom line CSR strategy using readily available frameworks or your own metrics.
Corporate social responsibility reporting for all stakeholders
With configurable reporting forms, smart search filters, and scheduling, you can craft the right report for every stakeholder. Boost staff morale by showing your organisation’s impact and earn repeat funding from social impact investors with fully auditable CSR accounting throughout your portfolio.
Analyse, adapt and elevate
Tactiv’s impact reporting unites real-time monitoring, outcome evaluation, and advanced analytics that drive evidence-based decision making. Build your programs with clear indicators that allow you to highlight trends, strengthen accountability, and demonstrate impact with greater clarity.
Track progress in real time to identify opportunities and risks early.
Turn insights into action with evidence-based decisions that improve outcomes.
Frequently Asked Questions
Is the platform secure?
Security is a top priority. Our platform is ISO 27001 certified and uses industry-standard encryption, secure hosting, and regular compliance checks to protect sensitive information at every stage of the funding lifecycle.
Can the platform integrate with our existing systems?
Yes. The platform integrates with finance, HR, CRM, and other enterprise systems so data flows seamlessly across your organisation, reducing duplication and errors. Visit our integrations page for a full list of supported connections.
How does the platform help with compliance and auditing?
The system automatically maintains a complete digital record of applications, decisions, contracts, payments, and communications with role-based access and permissions. This audit trail ensures transparency, supports compliance requirements, and provides evidence of accountability for stakeholders and funders.
Is the platform customisable to our programs?
Absolutely. Every funding program is different. The platform allows you to configure eligibility criteria, workflows, forms, communications, and reporting to match your organisation’s processes.
How long does implementation take?
Implementation depends on program size and complexity. Some organisations are live in just a few days, while larger programs may take a couple of months. Our team provides a structured onboarding process, training, and ongoing support to get you up and running smoothly. Book a program discovery workshop to discuss your unique requirements and timeline.
Can the platform track project outcomes and impact?
Yes. Beyond monitoring budgets and timelines, the platform captures outcomes such as deliverables achieved, benefits realised, stakeholder engagement, and alignment with strategic goals. This allows organisations to connect investment to measurable impact, compare performance across projects, and demonstrate portfolio value to leadership and stakeholders.
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Resources
Funds Management and Impact Reporting Resources
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