Indicators must be precisely defined so that results can be compared between locations, reporting periods, and activities. We've studied performance data and designed DevResults to enforce indicator definitions that make data useful and meaningful. These definitions include two key principles:
- An indicator's definition is the same for different places, reporting periods, and activities (if applicable). For example, if one activity must report disaggregated data for an indicator and another can only report totals, you must make separate indicators.
- Data must be reported incrementally. For example, if you trained 16 people in the third quarter, you report 16 people for that quarter. In DevResults, you would never report the total trained to date or the total so far that year -- only what was done during that reporting period.
In this page:
- Data sources: What are the different ways you can enter data?
- Format: How do you format numbers in indicators?
- Unit: How do you define an indicator's unit of measure?
- Disaggregations: How do disaggregations work?
- Geographic Disaggregation: How do geographic disaggregations work?
- Targets: How are targets defined in DevResults?
- Historical data: Can I add historical data to DevResults?
The data source is the method by which an indicator result is added to or created in DevResults. Each indicator has one of three data sources:
- Direct Entry: for entering numbers each reporting period (e.g. once per quarter, per year, etc.)
- Data Table: for entering lists, surveys, logs, and individual-level records (and then the indicator computes the results based on the table)
- Formula: for calculating results from other indicators, like creating a percentage by dividing two indicators or adding two indicators together for an aggregate result
See complete information about data sources.
Every indicator has one number format. Formats include: whole number, decimal, percentage, and rate per (such as x people per 10,000). Alternatively, an indicator can be defined with a yes/no result. An indicator cannot be "Number and percent of staff trained". Those would be two different indicators.
If an indicator is a decimal, percentage, or rate, you can specify how many decimal places an indicator result should be rounded to. The system defaults to 2 decimal places.
Every indicator has either one unit (or no units). For an indicator like "# people trained", the unit would be people or individuals or trainees. Note: number is not a unit.
Examples of other units include facilities, hectares, policies, dollars, jobs, trainings, schools, or metric tons. Percentages and yes/no indicators do not have units.
Disaggregations are a way to break down indicator definitions into meaningful categories so you can report data for those categories. For example, # lawyers trained could be disaggregated by sex, allowing you to report separate totals of males and females.
Disaggregations are made up of their name and their categories. For example, "Sex" is the name of a disaggregation and "Male" and "Female" are its categories.
An indicator can have any number of disaggregations.
See complete about disaggregations.
Geographic disaggregations are handled separately from other kinds of disaggregations for two reasons:
- The categories for a geographic disaggregations are places on maps, so they have to be associated with those geographic details. This enables the maps of indicator results.
- For an indicator disaggregated by province, someone might work in just three of ten provinces. With geographic disaggregations, different activities can be assigned a subset of those provinces.
An indicator might be reported per district or province, or even per "location" -- like individual schools or clinics. If the indicator isn't geographically disaggregated, set the geographic disaggregation to the country name (or to "world" on a multi-country site).
Targets can be defined as incremental or cumulative.
- Incremental targets describe the goal only since the last target was entered.
- Cumulative targets describe the goal from the start up until that point.
For example, if you plan to do 50 things each year for four years, you could enter those targets two different ways:
- Year 1: 50
- Year 2: 50
- Year 3: 50
- Year 4: 50
- Year 1: 50
- Year 2: 100
- Year 3: 150
- Year 4: 200
Both options are equally valid. You can specify how you'd like to enter targets for each indicator.
Adding historical data to DevResults is just like adding current data — you enter data in the appropriate historic reporting period, or for a historical date in a data table, just as you would data for the current reporting period/date.
Often you will find that historical data does not conform to the current indicator definition. For instance, while DevResults enforces indicator definitions and geographic disaggregations going forward, Excel spreadsheets without data validation can be inconsistent and lack key details in your historical data record. When this happens, there are five options for how to proceed, all of which involve some tradeoffs:
- Track down the disaggregated data from the original source, e.g. survey results. (This is often difficult to do, but usually the most reliable method.)
- Estimate the disaggregations for previous data. (It's best to note this somewhere, as inaccurate estimates can be misleading or biased.)
- Define previous data and future data with separate indicators. (This can make it more difficult to examine changes over time.)
- Note: You can add such indicators together in a formula indicator to get an overview of totals and shared disaggregations over time.
- Re-define the current indicator definition to fit previous data. (Going forward, the data will be less specific and therefore less useful.)
- Do not include any data that does not fit the indicator definition. (This represents a loss of previous information and record of work done.)
We can help with any of these options once you've decided what will work best for your organization.
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