Sectors of Focus

  • Financial Services
  • Financial Services: Microfinance
  • Financial Services: Microinsurance

Beneficiaries

  • Clients
Filters

Client Individuals: Active (PI9327)

Number of unique individuals who were active clients of the organization as of the end of the reporting period.
Reporting format
Unit Referenced within Metric Definition
Metric type
Stock
Metric level
Product/Service, Organization
IRIS metric citation
IRIS, 2016. Client Individuals: Active (PI9327). v4.0.

Footnote

Organizations should footnote all assumptions used. See usage guidance for further information.

Usage Guidance

  • This metric is intended to capture the number of unique clients who were unique active users of the organization's services as of the end of the reporting period; this metric is more relevant to organizations providing services than products. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184). Organizations wishing to report against the number of unique clients during the course of the reporting period can report on the Client Individual metrics.
  • For financial institutions (including microfinance institutions) this would include the number of individuals who currently have an outstanding loan balance with the organization. For those financial institutions offering deposit products, this would include the number of individuals who have an active deposit account with the organization. For those financial institutions offering insurance products, this would include those with an active insurance policy. In all cases, the number should be based on the number of individuals rather than the number of groups or number of active policies/accounts.
  • This metric is intended to capture the unique number of specific individuals serviced. Organizations should not use any household multipliers when reporting against this number. If organizations consider the entire household to be the customer/client, they can report against Client Households: Total (PI7954) and its associated submetrics.
  • Organizations that rely on assumptions to report against this metric, including the process for determining the number of client individuals, should footnote all assumptions used in the calculation process.
  • For healthcare providers, client individuals refers to patients.