Number of sales or client transactions during the reporting period.
Number of sales or client transactions during the reporting period.
Organizations should footnote all assumptions used.
A client transaction represents an exchange between a client and the organization that results in the purchase or acquisition of the organization's product/service(s). One transaction can include the purchase of multiple units. This metric is different from the Client Individuals: Total (PI4060) metric and submetrics, which are intended to capture the number of unique individuals who are clients of the organization during the reporting period. Client Transactions (PI5184) is intended to capture the number of total transactions, which can include repeat sales per unique client.
In specific contexts, and based on evidence, this metric may serve as a proxy indicator of whether the outcome being sought by an investor or organization is occurring (the WHAT dimension of impact). For more on the alignment of IRIS metrics to the five dimensions of impact, see specific guidance document. No single metric is sufficient to understand an impact; rather, metrics are selected as a set across all dimensions of impact. When possible, the selection of metrics to measure and describe the five dimensions should be based on best practice and evidence.
Metrics identified as "cross-category" are those that are relevant to any IRIS+ Impact Category or Impact Theme (i.e., these metrics are not specific to any particular industry/category or theme).
January 2020 - IRIS v5.1 Released
No change.
May 2019 - IRIS v5.0 Released
No change.
March 2016 - IRIS v4.0 Released (current version)
No change.
March 2014 - IRIS v3.0 Released
Immaterial change. Client Transactions (PI5184) replaced Sales Transactions (PI5184). Minor revision to metric name for clarity.
November 2011 - IRIS v2.2 Released
New metric. Sales Transactions (PI5184) IRIS Taxonomy Development Group