Learn about the EquityTool
and how it can help you.


Metrics for Management, in collaboration with the Metrics Working Group, has developed a methodology to measure client socioeconomic status. Metrics for Management has led the development of that methodology into a mobile and tablet-based application, called the EquityTool. We continue to support and update the underlying analysis.


Measuring socioeconomic equity makes it possible for a social service program to know if it is serving its target population. In practice, this most often means understanding whether the program is reaching the poor or most vulnerable. While placing service-delivery points in low- income neighborhoods and capping prices are critical approaches to encouraging use of health services among the poor, they do not guarantee that the poor are using the services to the anticipated degree. Measurement is the key.


The EquityTool is a free, easy-to-use, multi-platform-based tool that assesses the wealth of program beneficiaries in low- and middle-income countries. It enables programs to rapidly evaluate their effectiveness at reaching their target population.

Metrics for Management collaborated with several agencies, and equity experts to shorten and simplify the Demographic and Health Surveys (DHS) asset index questions. We continuously update the tool as new DHS or other nationally representative household surveys become available.We can also apply our methodology to other nationally representative surveys containing asset index type questions, to broaden the use of the EquityTool to countries without a DHS survey.

Improve program management, service delivery, and health outcomes by making it easy for programs to assess client wealth distribution.

  • Facilitates real-time program management and improvement
  • Can be used on multiple platforms DHIS2
  • Mobile-based version can be used offline after initial connection and can automatically sync and analyze data when an internet connection is available
  • Multiple surveyors can collect data at the same time
  • Enables benchmarking against commonly used standards
  • User friendly
  • Short, easy to answer, validated survey questions
  • Compares client socioeconomic status across programs, schools, clinics, or districts
  • Free

We offer technical assistance to organizations that would like to use the EquityTool as is or adjust its use for specific organizational objectives. Contact us to learn how we can provide support.

Because we are dedicated to keeping this valuable tool free and open to all programs, we have committed to fund all continuing research, maintenance, and improvement costs for the EquityTool.

In creating the tool, M4M partnered with KoBoToolbox, a nonprofit organization based at Harvard University that offers an open source platform for data collection. Our partnership with KoBo enables us to support this product as a global good, making it possible for anyone, anywhere to use the EquityTool.


Learn More

To learn more about the scientific methodology behind the EquityTool, read the article published in Global Health Science and Practice and visit our publications for more information.


Check out social media posts about the EquityTool, including:


Contact us to learn how Metrics for Management can help you use targeted, accurate & measurable data to expand & improve your services.