Exporting Data for Board Presentations

Board members need clear, concise information about your grants. This guide covers how to prepare grant data for board presentations.

What Boards Want to See

Typical board information needs:

Financial Summary

• Total grant funding
• Spending to date
• Remaining funds
• Any concerns or risks

Grant Portfolio Status

• Number of active grants
• New grants received
• Grants ending soon
• Pipeline/prospects

Key Metrics

• Success rates
• Average grant size
• Funder diversity
• Program coverage

Exporting from GrantLink

Dashboard Exports

1. Go to the dashboard
2. Click the export icon
3. Choose your format:
   • PNG - For inserting into slides
   • PDF - For handouts
   • CSV - For further analysis

Report Exports

1. Generate a report using the AI assistant
2. Click Export
3. Choose PDF format
4. Include or exclude sections as needed

Custom Data Exports

1. Open Reports
2. Ask the AI assistant for the exact export you need
3. Download the generated CSV or Excel file

Creating Board-Ready Materials

Executive Summary

Include:

• 3-5 key takeaways
• Total funding overview
• Any action items or decisions needed

Visual Charts

Use GrantLink charts for:

• Budget vs. actual spending
• Funding by source
• Spending trends over time

Grant-by-Grant Detail

Provide for each major grant:

• Funder name
• Award amount
• Spending progress
• Key milestones achieved

Presentation Tips

1. Start with headlines - Lead with the main message
2. Use visuals - Charts communicate faster than tables
3. Highlight exceptions - Focus on what needs attention
4. Provide context - Compare to prior periods
5. Be prepared for questions - Have detail available

Recurring Board Reports

Set up a consistent format:

1. Create a template in your presentation software
2. Export fresh data from GrantLink before each meeting
3. Update the template with new numbers
4. Keep the format consistent so board members know where to look

Best Practices

1. Less is more - Don't overwhelm with data
2. Tell a story - Connect the numbers to your mission
3. Be honest - Include challenges, not just successes
4. Anticipate questions - Have backup slides ready
5. Follow up - Send materials after the meeting

How GrantLink supports this today

GrantLink reports should start from an explicit scope: grant, funder, program, date range, QBO class/subclass, or exported transaction set. AI can draft and format the report, but finance users should review the synced numbers, scope, and privacy settings before publishing.