Grant Tracker spreadsheet template
The same tabs as Grant Tracker in one workbook, with no script and no subscription. One-time $19.
A ready-made workbook for grant applications, deadlines, reports, funders and payments. It opens in Excel 2019 or later, Microsoft 365, Excel for the web, Google Sheets and LibreOffice, and comes with a short PDF guide.
What is in it
- Grants: one row per application or award, with stage, owner, amounts, probability and dates. Grey columns work out the next deadline, days left, weighted value and fiscal year.
- Deadlines: LOIs, applications, interim and final reports, renewals and site visits, each linked to a grant. Overdue rows turn red and rows due within 7 days turn amber.
- Funders, Payments and Lists (your stages, deadline types, owners, programs and fiscal year).
- Dashboard: open and weighted pipeline, awards this and last fiscal year, win rate, deadlines in the next 30 days, reports due, payments still to come and top funders.
- Five example grants so you can see how it fits together, and a Start here tab.
What it does not do
A spreadsheet cannot send emails or update a calendar. If you want daily reminder emails, a shared calendar of deadlines, report schedules in one click and a sidebar, use Tidyfield Grant Tracker instead (free for 14 days).
Upgrade later without retyping
If you move to Tidyfield Grant Tracker later, copy the template's Grants, Deadlines, Funders, Payments and Lists tabs into your Grant Tracker copy and click Set up. It keeps every row and links each deadline to its grant. The steps are in the guide that comes with the template.
Payment by Lemon Squeezy, our merchant of record. You get the download link by email straight away. 14-day refunds. For use within your organization; please do not resell or share it publicly.