Data Collection and Analysis Tools
The following is a list of free and paid tools that can be used to collect, process, and analyze poverty data.
Simple PPI Data Intake Tool
For organizations looking for a simple solution to data collection, Grameen Foundation created the Simple Data Intake Tool using Excel. This straightforward tool automatically calculates the poverty likelihoods for up to ten poverty lines for each beneficiary. It offers organizations the flexibility to easily add and remove fields and incorporates simple analysis. You can download the tool here and then watch the following support videos:
- Introduction to the tool
- Tab 1: Setting up the Look-up Tables
- Tab 2: Customizing fields
- Tab 3: Analyzing data with a PivotTable
- Tab 4: Using the 'Backup' tab to correct formulas
- Tips for data validation
Mifos X is an open technology platform by the Mifos Initiative for financial inclusion that provides the core functionality needed to deliver financial services to the poor and unbanked. It provides client data management, loan and savings portfolio management, integrated real time accounting and social and financial reporting.
The Mifos Initiative made a 2015 Microcredit Campaign Commitment to fully integrate the PPI into Mifos X by the end of 2015, with access to all PPIs and the ability to quickly produce PPI reports. Read more about their commitment here.
Client Outcome Performance (COPE) Indicators Database
The Client Outcome Performance (COPE) Indicators Database is a lean data inspired tool based in MS Excel, developed by Freedom from Hunger. It allows an organization that compiles clients' poverty levels using the Progress out of Poverty Index and other user-defined survey data to easily analyze the possible correlations between indicators.
PPI Data Intake Tool (Retired)
The PPI Data Intake Tool is a macro-enabled Excel tool no longer supported by Grameen Foundation. Data entry is completed using a form and customization is required before the tool can be properly used. The PPI Data Intake Tool can be translated into French and Spanish. Download the PPI Data Intake Tool (Retired) (Excel, 0.5MB) and the corresponding manual in English and Spanish.
TaroWorks, developed by Grameen Foundation, is a suite of mobile technology tools primarily designed for use by field staff and management for monitoring and evaluation. It is built on the Salesforce platform and accessed in the field via Android devices. Its modular design is fully optimized around specific field management and business analytics needs.
The current version enables users to see PPI results through built-in reports and dashboards. In addition to accessing all PPI scorecards through TaroWorks' survey library, organizations can now see aggregated results as surveys are submitted. The new PPI features include:
- Pre-built reports for comparing poverty rates: poverty rates for all poverty lines, poverty rates compared against national data, and poverty rates by mobile user
- Pre-built reports for seeing poverty rates by standard demographic categories: household size, gender, age, tenure as a client
- Customizable report templates to fit your needs
- On-device PPI score calculations, even when field staff don't have reception
PPI Data Validation
Download the PPI Data Validation Guide for TaroWorks (log-in required). It shares best practices for collecting data, specifically PPI data, through TaroWorks.
The Musoni System is an MIS hosted on the cloud specifically built for MFIs and SACCOs in Africa. The Musoni System enables MFIs to easily manage their clients, offers a comprehensive range of portfolio and financial reports, includes its own accounting module, and integrates with mobile money.
PPI surveys are included as standard in the Musoni System. Users select the PPI for their country, select the poverty line they wish to track against, and add PPI data for each client. The system automatically calculates the likelihood the client is below the selected poverty line, and the PPI reports make it easy to monitor social performance across the institution. Learn more about how PPI is integrated into the Musoni System here