Dashboard
Your fundraising overview and key metrics
$0
Total Raised
Approved and reporting proposals
0
Active Grants
Opportunities in progress
0
Pending Proposals
Awaiting response
0%
Success Rate
Approved vs submitted
0
Upcoming Deadlines
Next 30 days
Upcoming Deadlines
No upcoming deadlines in the next 30 days.
Recent Activity
No activity yet. Start adding opportunities and proposals to see your activity here.
Funding Opportunities
Discover and track grant opportunities
No Opportunities Added Yet
Start by adding a funding opportunity to begin tracking grants and building your pipeline.
Grant-making organizations. Each funder can have multiple linked opportunities.
Proposals
Manage your grant and funding proposals
| Funder | Grant Name | Amount | Status | Deadline | Priority | Contact | Actions |
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No proposals yet. Create your first proposal to get started.
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Pipeline
Drag cards between columns to update proposal status
Individuals
Track individual donors, board members, and personal relationships
Funder Contacts
Manage the people you work with at each funder
Grant Prep
Prepare and organize grant requirements
Analytics
Insights into your fundraising performance
Proposals By Status
Current proposal distribution across workflow states.
Monthly Submission Activity
How many proposals were submitted each month.
Proposals By Priority
Active workload by priority band.
Funding By Sector
Requested funding totals grouped by sector.
Success Rate Over Time
Cumulative approval rate based on submitted proposals.
Top Funders Applied To
Where you are concentrating the most proposal activity.