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Digital Product

Institutional Fundraising Grant Tracker

$29

Tabs

195

Formulas

Dropdowns

40+

Glossary

A complete grant pipeline management system built by an institutional fundraiser who has managed 120+ grants across foundation, corporate, and government funders.

Stop tracking grants in scattered spreadsheets, email threads, and sticky notes. This is the grant management system your development team actually needs.

Instant download. Google Sheets and Microsoft Excel. Setup guide included.

What you get

Google Sheets + Excel

Both formats included with your purchase.

195 Auto-Calculating Formulas

Dashboard updates as you enter data.

Conditional Formatting

Color-coded status on every key column.

Cultivation Tracking

New Contact to Funded to Renewal.

Financial Monitoring

Burn rates, receivables, and balances.

Multi-Funder Support

Foundation, corporate, government.

Stewardship Intelligence

Follow-up tracking built in.

Setup Guide Included

Branded delivery document with tips.

Ten tabs. One system.

Start Here

Branded onboarding guide with setup instructions and tips from the field.

Dashboard

Portfolio command center with 8 KPI sections. All 195 formulas auto-calculate.

Grant Opportunities

25-column pipeline tracker with priority tiers, deadlines, contacts, and notes.

Funder CRM

Relationship intelligence. Log contacts, giving priorities, and cultivation stages.

Reporting Calendar

Color-coded compliance timeline. Never miss a reporting deadline.

Budget Summary

Track awarded amounts, invoiced, received, burn rates, and match requirements.

Stewardship Log

Document every funder interaction with follow-up tracking built in.

Glossary

40+ institutional fundraising terms defined in plain language.

About Poppy

Contact info and consulting services.

_Lists

Centralized dropdown source powering 15 categories for clean data entry.