Grant Tracker Spreadsheet, Excel and Google Sheets, Nonprofit Grant Management, Grant Application Pipeline, Funder Tracker, Grant Budget
Item highlights
Seller's description
Grant Tracker Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Track every funder, application, deadline, award and report in one place, from first research to final report. Perfect for nonprofit executive directors and grant writers.
🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/tDTF48Sf7lQ
✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled with example data so you can see how it works) and a BLANK version (ready for your own numbers).
★ WHAT'S INCLUDED ★
• 14 tabs with a clickable Start Here page
• Dashboard: 16 KPI tiles, the next 10 deadlines and to-dos, pipeline by stage, active awards with burn rate, top prospects and 4 charts
• Funders: up to 40 funder prospects with type, mission fit, geography, relationship and award range, plus an automatic fit score, High / Medium / Low priority and next step
• Pipeline: 50 applications through 8 stages (Research, LOI, Invited, Drafting, Submitted, Awarded, Declined, Withdrawn) with win odds, weighted value, next deadline, alerts and task progress
• Calendar: a month view of every LOI, application, decision, task, report and grant period end, plus the next 20 deadlines
• Tasks: 150-row checklist of to-dos per application with owners, due dates and status
• Awards: 20 awards with grant period, restrictions, payment schedule, money received, % spent vs % of period gone and burn status
• Grant Budgets: 80 budget lines per award, with actual spending, % used and over-budget flags
• Expenses: 500-row spending log coded to award and budget category, with receipt and budget-line checks
• Budget vs Actual: pick an award to see budget vs actual by category and spending pace over the grant period
• Reports: 40 reporting requirements with due dates, reminders and on-time rate
• Success & Sources: success rate, dollars won per dollar asked, funding by source, by fiscal year and by program
• Docs Checklist: 20 standard attachments (IRS letter, W-9, budget, audit, board list and more) with review dates
• Setup: fiscal year start, stages and win odds, programs, staff, budget categories and fit-score weights
• 10 charts in total
★ PERFECT FOR ★
✓ Nonprofit executive directors and grant writers
✓ Small businesses applying for grants
✓ Schools, PTAs, churches and community groups
★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 4 files included: an Excel version + a Google Sheets edition, each as a Sample and a Blank copy
• Not designed for Apple Numbers
★ HOW IT WORKS ★
1. Download the files right after purchase.
2. On Setup, add your fiscal year, programs, staff and typical request size.
3. Add funders and applications, move them through the stages and log tasks as you go.
4. Track awards, spending and reports, and check the Dashboard every week.
Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.
★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• This is an organizing tool. It is not legal, tax, accounting or financial advice. Always follow each funder's guidelines and grant agreement.
• Sample funders and organizations are fictional.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.
NowPrice:$9.99
Original Price: $19.99
50% off
Sale ends on November 22
You can only make an offer when buying a single item
Delivery
Instant download
Your files will be available to download once payment is confirmed. Here's how.
Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.
Seller's description
Specifications
Grant Tracker Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Track every funder, application, deadline, award and report in one place, from first research to final report. Perfect for nonprofit executive directors and grant writers.
🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/tDTF48Sf7lQ
✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled with example data so you can see how it works) and a BLANK version (ready for your own numbers).
★ WHAT'S INCLUDED ★
• 14 tabs with a clickable Start Here page
• Dashboard: 16 KPI tiles, the next 10 deadlines and to-dos, pipeline by stage, active awards with burn rate, top prospects and 4 charts
• Funders: up to 40 funder prospects with type, mission fit, geography, relationship and award range, plus an automatic fit score, High / Medium / Low priority and next step
• Pipeline: 50 applications through 8 stages (Research, LOI, Invited, Drafting, Submitted, Awarded, Declined, Withdrawn) with win odds, weighted value, next deadline, alerts and task progress
• Calendar: a month view of every LOI, application, decision, task, report and grant period end, plus the next 20 deadlines
• Tasks: 150-row checklist of to-dos per application with owners, due dates and status
• Awards: 20 awards with grant period, restrictions, payment schedule, money received, % spent vs % of period gone and burn status
• Grant Budgets: 80 budget lines per award, with actual spending, % used and over-budget flags
• Expenses: 500-row spending log coded to award and budget category, with receipt and budget-line checks
• Budget vs Actual: pick an award to see budget vs actual by category and spending pace over the grant period
• Reports: 40 reporting requirements with due dates, reminders and on-time rate
• Success & Sources: success rate, dollars won per dollar asked, funding by source, by fiscal year and by program
• Docs Checklist: 20 standard attachments (IRS letter, W-9, budget, audit, board list and more) with review dates
• Setup: fiscal year start, stages and win odds, programs, staff, budget categories and fit-score weights
• 10 charts in total
★ PERFECT FOR ★
✓ Nonprofit executive directors and grant writers
✓ Small businesses applying for grants
✓ Schools, PTAs, churches and community groups
★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 4 files included: an Excel version + a Google Sheets edition, each as a Sample and a Blank copy
• Not designed for Apple Numbers
★ HOW IT WORKS ★
1. Download the files right after purchase.
2. On Setup, add your fiscal year, programs, staff and typical request size.
3. Add funders and applications, move them through the stages and log tasks as you go.
4. Track awards, spending and reports, and check the Dashboard every week.
Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.
★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• This is an organizing tool. It is not legal, tax, accounting or financial advice. Always follow each funder's guidelines and grant agreement.
• Sample funders and organizations are fictional.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.
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Designed by
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Item typeDigital download
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Digital file type(s)4 Files
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