Turn participation into a clearer picture of program impact.
Finvy gives program leaders and facilitators a group-level view of participation, engagement, Financial Readiness results, Financial Labs activity and measured results from Finvy Life Simulator programs.
Here, impact means what your program can measure and observe. It is not a claim about what caused a result.
- ReachWho joined the program, and how many participants each experience reached.
- EngagementWhat participants completed across the experiences your program includes.
- Financial ReadinessWhere the group began, results at follow-up and observed change.
- Results within Finvy experiencesFinancial Labs skill results and group results within the simulation.
Group results only. An outline of the report's views, not a product screen.
Knowing who participated is only the beginning.
Participation matters. Organizations running a financial learning program usually need to understand more than how many people joined.
Organizations can also understand
- What participants completed
- How the group engaged with the experiences the program includes
- What Financial Readiness results show for the group
- What patterns appear in Financial Labs and in the simulation
- What changed between Financial Readiness check-ins, for participants who completed both
Each experience is measured in its own way. Financial Readiness uses check-ins, Financial Labs reports skill results, and the Life Simulator reports results within the simulation.
See the program from more than one angle.
One report brings together group-level results from the Finvy Life Simulator, Financial Readiness and Financial Labs, organized into four views.
Reach
- Participants who joined
- Participants reached by each experience
- Participants in each class or group, across the program
Engagement
- Simulations completed, for each journey
- Financial Readiness check-ins and follow-ups completed
- Financial Labs started and completed
- How many of the offered experiences each participant completed, across the program
Financial Readiness
- Baseline and follow-up results
- Results across five areas and four stages
- Observed change for participants who completed both
Results within Finvy experiences
- Financial Labs group skill results
- Group averages and plan patterns within the simulation
A short summary in plain language highlights what the results show, once there are enough results to report them safely.
The report covers the experiences a program includes. Finvy Smart Budgeting data is not part of Organizational Impact Reporting.
See where participants began and what changed.
Where a program includes Financial Readiness, participants complete a check-in at the start and a follow-up after time in the Life Simulator. Reporting brings those results together for the group.
Baseline
Where the group began: the average Financial Readiness Score out of 100 and results in each of the five areas.
Follow-up
The same view at follow-up, which uses a different set of questions about the same five areas.
Stages
How the group is distributed across four stages, from Building Foundations to Strong Foundation.
Confidence
Self-reported confidence, shown separately from the score.
Observed change
For participants who completed both, what changed overall, in each area and in confidence.
Each audience is reported on its own: Middle School, High School, and College and Emerging Adults.
Observed change describes what was measured between check-ins. It does not establish what caused the change.
Understand how participants engaged with focused financial practice.
Financial Labs reporting shows participation and group skill results for each Lab a program offers.
Participation
How many participants started, completed and retook each Lab, and the completion rate.
Completed at least one Lab
How many participants completed at least one Lab.
Group skill results
For each skill, how many participants demonstrated it and how many are still practicing, using each participant's most recent completed attempt.
By audience
Results for each audience the program includes.
How skills are marked
- Demonstrated
- The participant's choices in the Lab showed the skill.
- Still practicing
- There is more to practice. It is not a grade.
Skill results describe what participants did within Financial Labs. They are not a measure of real world financial ability, and Labs reporting does not measure change over time.
See how participants moved through the simulated experience.
Life Simulator reporting shows how the group took part in the simulation and what their simulated plans looked like.
Joined and completed
How many participants joined, how many completed a simulation, and the completion rate.
Two journeys
Middle and High School results and College and Emerging Adult results are reported separately.
Results within the simulation
Group averages such as savings, student loans, net worth and monthly cash flow in participants' simulated plans.
Plan patterns
For the Middle and High School journey, the share of simulated plans with a negative financial margin or obligations left unfunded.
Common choices
Facilitators can see the most common choices across the group, such as education paths, careers and housing.
Values are results within the Finvy Life Simulator, not participants' own finances. Completing a simulation does not mean every possible path was explored.
See the group without turning reporting into a participant scoreboard.
Organizational Impact Reporting presents results for the group. Participants take part with Finvy participant codes rather than names or email addresses.
Group results
Reports show results for the whole program or for a single class or group, not individual participants' answers, choices or results.
No rankings
Reporting does not rank participants or groups, and there is no overall impact score.
Small groups protected
Detailed group results are protected when groups are too small to report safely.
See what changed over time.
For participants who completed both the Financial Readiness check-in and the follow-up, reporting shows a group view of observed change between check-ins.
What observed change shows
- Overall scoreThe average change in the Financial Readiness Score.
- Each areaObserved change in each of the five areas.
- ConfidenceObserved change in self-reported confidence.
- Direction of changeHow many participants had a higher, the same or a lower score at follow-up.
- Stage movementHow many were at a later, the same or an earlier stage at follow-up.
Observed change describes what was measured between check-ins. It does not establish what caused the change.
Each participant is compared with their own starting point, and results appear only for groups large enough to report safely.
Understand results across five areas of financial readiness.
Financial Readiness results are shown for each of five areas, so organizations can see group patterns rather than a single number.
The five Financial Readiness areas
- Money Management
- Debt & Credit
- Savings & Financial Resilience
- Financial Decision-Making
- Future Planning
See which areas were relatively stronger for the group and which may benefit from more attention.
Area results describe the group's check-in results. They are not a diagnosis or a prediction of anyone's financial future.
Confidence adds context without changing the score.
Participants also rate their own confidence on a scale of 1 to 5.
- 1
- 2
- 3
- 4
- 5
Self-reported
Confidence reflects how participants say they feel about money tasks.
Separate from the score
It is captured alongside the check-in but never contributes to the Financial Readiness Score.
Compared between check-ins
For participants who completed both, reporting shows the observed change in confidence.
Confidence is not a measure of financial ability, and observed change in confidence does not show what caused it.
Useful insight deserves responsible boundaries.
Organizational Impact Reporting is designed to be useful without overstating what the results mean.
Group-level reporting
Reports present results for groups and for the program as a whole.
Minimum group protection
Detailed group results appear only once a minimum number of participants is included. Results that could be combined to reveal a small group are also withheld.
Participant codes
Participants use Finvy participant codes rather than names or email addresses.
Measured, not assumed
Observed change describes what was measured. It does not show what caused it.
Results in context
Simulation values are results within the Finvy Life Simulator, and Labs skill results describe what participants did within Financial Labs.
Built for the people responsible for understanding the program.
Organizational Impact Reporting is available today to program leaders and facilitators. What each person can see and manage depends on their role.
In practice
- Facilitators can view the whole program or a single class or group.
- The report can be printed or saved as a PDF.
Reporting can support
- Program review
A clear view of participation, completion and measured results across the program.
- Facilitator conversations
Group results that give facilitators a starting point for discussion.
- Group patterns
Stages, skill results and simulated plan patterns across the group.
- Where to focus
Group results can help leaders decide where additional learning or practice may be useful.
- Program planning
Insight that can inform how a program is organized next time.
Reporting informs your team's judgment. Finvy does not prescribe an intervention.
Turn program data into better questions.
Where did participants begin?
Financial Readiness baseline results.
How many participants engaged?
Participation and completion across experiences.
What activities were completed?
Simulations, check-ins and Labs completed.
What patterns appear across the group?
Stages, skill results and simulated plan patterns.
What changed between Financial Readiness check-ins?
Observed change for participants who completed both.
Which readiness areas show stronger or weaker group results?
Relative strengths and areas that may need more attention.
How did participants engage with Financial Labs?
Participation, completion and skill results for each Lab.
Where may additional learning or practice be useful?
A question for your team, informed by group results.
Reporting helps leaders interpret the program. It does not make decisions for them, and observed change does not show what caused it.
One ecosystem. Different views of financial learning and action.
Financial Readiness
Understand where participants begin and what changed between check-ins.
Explore Financial ReadinessLife Simulator
Experience financial life decisions over time.
Explore Life SimulatorFinancial Labs
Practice focused financial decisions.
Explore Financial LabsOrganizational Impact Reporting
Understand program activity and measured results.
This is not a required sequence. Organizations choose the combination that fits their program. Finvy Smart Budgeting is a separate product, and its data is not included in Organizational Impact Reporting.
Organizational Impact Reporting FAQ
What is Organizational Impact Reporting?
A group-level view of a Finvy Life Simulator program. It brings together participation, engagement, Financial Readiness results and observed change, Financial Labs skill results, and results within the simulation.
Who can access the reporting?
Program leaders and facilitators. What each person can see and manage depends on their role. Facilitators can view the whole program or a single class or group.
What information can organizations see?
Group results: participation and completion, Financial Readiness results and observed change, Financial Labs participation and skill results, and results within the simulation. Individual participants' answers, choices and results are not shown in reports.
Does reporting include Financial Readiness?
Yes, when the program includes it. Reporting shows baseline and follow-up results, results across the five areas, how the group is distributed across the four stages, self-reported confidence, and observed change for participants who completed both check-ins. Each audience is reported on its own.
Does reporting include Financial Labs?
Yes, when the program includes it. Reporting shows how many participants started, completed and retook each Lab, and group skill results marked Demonstrated or Still practicing.
What Life Simulator activity is included?
How many participants joined and completed a simulation, the completion rate, results for each journey, and group averages and plan patterns within the simulation. It does not report time spent, return visits or each individual decision.
Does Finvy measure change over time?
Yes, through Financial Readiness. For participants who completed both the check-in and the follow-up, reporting shows observed change overall, in each area and in confidence, and how many were at a later, the same or an earlier stage. Financial Labs reporting does not measure change over time. Observed change describes what was measured between check-ins. It does not establish what caused the change.
Does observed change prove Finvy caused the change?
No. Observed change describes what was measured between check-ins. It does not establish what caused the change.
How does Finvy protect small group results?
Detailed group results appear only once a minimum number of participants is included. Results that could be combined to reveal a small group are also withheld. Participation counts and completion rates are shown for groups of any size.
Does Organizational Impact Reporting include Smart Budgeting data?
No. Finvy Smart Budgeting is a separate product, and its data is not included in Organizational Impact Reporting.
Can reports be printed or saved?
Yes. The Organizational Impact report can be printed or saved as a PDF from the browser.
Understand more than participation. Understand the program.
See how Organizational Impact Reporting brings participation, measured results and observed change together, with clear boundaries on what the results mean.