Tracking DEI Metrics of Companies

[JTBuys]

Hello Nonprofits of HubSpot!

I am working with a nonprofit that provides support to emerging clean energy technology companies. As part of their participant applications they collect DEI metrics (e.g. Gender, Ethnicity, Veteran, LGBTQ+, etc.) for those companies. These DEI metrics then need to be reported to any agencies that provide funding to their programs.

We are exploring ways to track and report on these metrics within HubSpot. If you track these metrics in HubSpot, how did you implement it?

[Thrive]

What @KatyaManges said is what we also do! 

[BérangèreL]

Hi @JTBuys,

I love to read your post, thank you for asking the Community!

I'd be happy to pur you in touch with some of our Community Members with Non Profit Organizations and Top Experts on this subject:

Hi @KatyaManges, @Sam62, @seosyrup, @Camille_YP, @Thrive, @MDuncan-Galve, do you have suggestions to help @JTBuys, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you very much 🌟 and have a wonderful day!

Best,
Bérangère

[KatyaManges]

Thanks for the tag in @BérangèreL! 

Hi @JTBuys, historically we'd store data like that in custom fields within the hubspot CRM. 

If your participant applications are being run through HubSpot forms, you can simply add these fields as questions on your application. If you're using a third party form for your participant applications I'd reccomend either seeing if that third party app has an integration to HubSpot (either natively or though something like Zapier) to sync the data automatically. If no integration possibility exists, data can be inported into HubSpot regularly. Similarly that same data can be exported to be sent to the agencies that provide funding to their programs.

One other thing to consider might be the sensitivity of that data. Depending on who is using your HubSpot CRM, where you're located, and what data you're collecting you may want to take advantage of the ability to restrict view/edit access of those properties to certain users or teams. I'd reccomend consulting with your legal advice to determine if you legally need to restrict any of this data. 


Once the data is all in hubspot you can simply use HubSpot's custom reporting functionality to build reports on that data! 

Let me know if these solutions don't match up with what you're trying to accomplish!