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.

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:

Researchers and organizations around the world are using the EquityTool for diverse projects, including:

  • Population Services International used the EquityTool to help identify those most in need in Benin and Côte d’Ivoire. Read more…
  • Helen Keller International (HKI) used the EquityTool to improve heath and livelihoods for women and families in Cambodia. Read more…
  • Hindustan Latex Family Planning Promotion Trust (HLFPPT) used the EquityTool to strengthen the Indian health sector and advocate for needs of niche clients. Read more…
  • The International Rescue Committee (IRC) used the EquityTool to effectively identify and serve the most vulnerable crisis victims in Pakistan. Read more…
  • Sightsavers International used the EquityTool to improve reach and sustainability of vision services in Bangladesh and Malawi. Read more…

Asset to Income Estimator (A2IE)

The Asset to Income Estimator (A2IE) connects the relative measure of assets and quintiles to an absolute measure of dollars per capita. The tool allows you to compare how much an individual or household makes per day, month or year in over 55 low- and middle- income countriesthrough an interactive, web-based tool. The A2IE combines peer-reviewed methodology and rigorous data to translate wealth quintiles into household and individual income estimates. The tool supports easy country-to-country comparisons. This added context will help strengthen program services, research, advocacy, and policy.

To provide an interactive tool that adds context to wealth quintiles by providing esimates of daily, monthly, or yearly income for an individual or a household. The tool allows users to look at data for a single country, or to compare up to five countries.

The A2IE combined information from the Demographic and Health Survey (DHS) or the Multiple Indicator Cluster Survey (MICS) with data from the World Bank to provide an estimate of individual income. Estimations of individual income, using per capita consumption or income data from household surveys, are calculated using the full DHS wealth index and applied to each individual according to their wealth quintile. Our approach follows methodology developed by Kenneth Harttgen and Sebastian Vollmer (Harttgen and Vollmer, 2013).


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