The Dashboard is an overview of grant finances for the whole organization. Use it to see how much award and received funding remains, and to open the workflow behind an item that needs attention.

The dashboard combines GrantLink grants with approved or posted allocations, grant income, budgets, reporting cycles, and the latest QuickBooks Online data that GrantLink has synced. It is not a live QuickBooks view, a bank balance, or a funder report.

Important: Dashboard totals include grants with the status Awarded, Active, or Closeout. Pending allocations don't count as spending until they are approved or posted. Use the underlying grant, allocation, income, and QuickBooks records for reconciliation.

Before you start

Confirm the following:

Grant award amounts, dates, statuses, and budgets are current in GrantLink.
The latest QuickBooks sync finished in Settings > QuickBooks > Sync.
Each grant's QuickBooks tracking correctly identifies its expenses and money received, or the grant intentionally has no QuickBooks links.
Material allocations have been reviewed and approved or posted.
Receipts entered by hand in GrantLink don't duplicate income that already syncs from QuickBooks.

Read a grant's funding position

Open a grant and use its Overview section to review the grant's funding position before you look at the organization dashboard.

Grant measure	How GrantLink calculates it
Recorded spend	Direct operating expense allocations to the grant plus posted indirect cost spend
Award remaining	The recorded award amount minus recorded spend
Received funding remaining	Cash received for the grant minus recorded spend

Direct recorded spend excludes allocations classified as cash or in-kind funding share, unrecovered indirect match, other local share, program income, or excluded. Unclassified allocations, grant-funded allocations, and allocations classified as Needs review still count when they meet the spending rules above. Needs review is a funding share classification, not approval that a cost is allowable. These exclusions also affect award remaining and received funding remaining.

When no award amount is recorded, GrantLink shows the award position as not recorded instead of treating it as zero. When recorded spend is more than the award, the label changes to Recorded spend above award. When spending is more than cash received, the label changes to Spend ahead of received cash. Neither measure is a bank balance.

The chart shows spending over time by month. Its title is Award remaining over time when the grant has an award amount, and Recorded spend over time when it doesn't. Spend without a date still counts in the total, and GrantLink explains it under Timeline coverage instead of placing it on a made-up date.

Sometimes an approved or posted allocation points to a QuickBooks line that is now missing or deleted. In that case the overview shows a notice that one or more allocations need source review. GrantLink leaves those amounts out of recorded spend until you resolve them. The notice reflects a difference in the source data, and it doesn't mean that spending fell or that an accounting entry was reversed. Sync and verify the source before you remove an old allocation or choose a replacement line in Ledger.

For grants with time or purpose restrictions, the panel also shows the restricted amount remaining or the amount spent ahead of receipts. For perpetual restrictions, the principal is shown as not spendable. Open Budget for categories, period budgets, actual spending, remaining amounts, and variance. The budget, award, and received funding positions answer different questions.

Boundary: The grant chart describes recorded accounting activity. It doesn't forecast future spending or decide whether a cost is allowable.

Read the organization funding position

The Grant funding position panel at the top of the dashboard shows these figures:

Figure	How GrantLink calculates it	What it is not
Received funding remaining	The sum of each grant's cash received minus its recorded spend, counting only grants where cash received is higher than spend	A bank or QuickBooks cash balance
Award remaining	The sum of each grant's award minus its recorded spend, for grants with a recorded award	Cash received, budget remaining, or a checked receivable
Recorded spend	Direct and indirect recorded spend, shown with a bar for each cost type	A total that includes pending allocations

One grant's extra cash doesn't offset another grant's overspending. GrantLink shows grants whose spending is ahead of receipts separately. When some grants have no recorded award, the award figure is labeled Known award remaining.

The Restriction summary lists time or purpose restricted funds, perpetual principal, and grants whose award isn't recorded. If the panel shows This snapshot is incomplete, one or more data sources reached a query limit, so don't use the totals as reconciled amounts.

Review the work queue

Needs attention shows only the categories that have open work. Each row opens the page where you do the work:

Dashboard row	Opens	What to check
Overdue or due soon reports	Reporting	Reporting cycle, owner, due date, and current draft
Pending allocations	Allocations	Source, grant, amount, status, and approval
Transactions that need a grant	Ledger	The QuickBooks source line and the correct grant assignment
Grants ending soon	Grants	Period end, closeout work, and final reporting needs
Grants missing a budget	Grants	Whether a budget is required and complete
Grants missing income	Grants	QuickBooks income links or a valid receipt entered by hand

A grant is ending soon when its period ends within 60 days. When many transactions need a grant, the row can say Classify at least a number of transactions. Open Ledger to see the full list. An empty queue means the dashboard found no matching records, and it doesn't mean that every accounting or compliance issue is resolved.

Use portfolio positions

The Portfolio positions section lists up to eight grants. Grants that are over their award come first, then grants whose spending is ahead of receipts, then grants with no recorded award. Each row shows:

the award left, or the amount spent above the award
the funding left, or the amount spent ahead of cash received
the restriction position, on wider screens

Select a grant row to investigate it, or select All grants to see every grant.

Review reporting

The Reporting section shows how many open cycles are overdue, due soon, or in progress. It counts cycles that are due in the next 30 days or already overdue, leaving out cycles you dismissed, and lists the first five.

Select a row to open that reporting obligation. If no template is selected, choose Prepare in chat. If a template is selected, choose Prepare copy or Prepare new copy. GrantLink prepares a copy of the report in a chat for that cycle. Review its evidence and warnings, then select Mark reviewed to make Download copy available.

To work across obligations, open Reporting > Obligations, or use the overdue or due soon row in Needs attention. Select an obligation there to choose Prepare in chat, Prepare new report, or Review copy when a prepared copy is ready.

Obligations with the status Overdue, Due, or Revision Requested offer Dismiss. Dismissing an obligation hides it from attention lists, the dashboard, and reminders. It doesn't complete, submit, or delete the obligation. To show it again, find it in Reporting and select Restore to Needs attention.

Grant end dates and reporting cycles are separate. The dashboard doesn't show custom milestones. See Reporting Cycles and Deadline Workflow and Tracking Milestones and Deadlines.

Investigate a surprising number

Open Settings > QuickBooks > Sync and confirm that the newest job in Recent activity finished without a relevant partial error.
Confirm that the grant's status is Awarded, Active, or Closeout, and that its award amount and dates are correct.
Open the grant's Transactions > Invoices & receipts page and check synced QuickBooks income and any receipts entered by hand. Remove or correct duplicates in the system where they were entered.
Open the grant's Transactions > Allocations page and check that the included expenses are approved or posted, split correctly, and dated to the expected QuickBooks transaction.
Open Budget and compare its lines and total with the approved budget.
Check the grant's QuickBooks tracking on the Details page if synced activity is missing or matched to the wrong grant.
Correct amounts, dates, accounts, vendors, or tracking values in QuickBooks Online, then sync. Correct grant details, links, budgets, receipts, allocations, and reporting cycles in GrantLink.
Reconcile with a grant report or ledger for the specific period. The dashboard shows cumulative amounts, so it won't match a single period.

Verification checklist

Before you use the dashboard for a finance review, check the following:

Settings > QuickBooks > Sync > Recent activity shows a recent finished sync with no material unresolved error
Grant statuses and award amounts are current
Cash received reconciles to grant income and receipts entered by hand, with no duplicates
You read Received funding remaining as cash received minus recorded spend, and not as bank cash
Any source review notice on a grant's Overview has been resolved before you rely on recorded spend
Pending allocations and transactions that need a grant have been reviewed on their own pages
Award and restriction positions use the intended award and restriction details
Reporting cycle dates and statuses are current
Any number you use outside GrantLink has been traced to the grant, allocation, income, report, and QuickBooks records

Dashboard charts don't offer PNG, PDF, or CSV downloads. Export the underlying data or create a report for a clearly stated scope instead, then reconcile it before you share it.

For allocation review, see Reviewing and Correcting Grant Allocations. For reports for a specific period, see Generating Funder Reports.