Understanding the Dashboard

The GrantLink dashboard gives you a real-time overview of your entire grant portfolio. This guide explains each section and how to use it effectively.

Dashboard Overview

When you log in, the dashboard shows:

• Active Grants - Count of currently active grants
• Total Award Amount - Sum of all active grant awards
• Amount Spent - Total allocated across all grants
• Amount Remaining - Unspent funds across all grants

Grant Summary Cards

Each active grant displays a card showing:

Budget Progress

A visual bar showing spending against budget:

• Green - On track (under 80% spent with adequate time remaining)
• Yellow - Watch (80-95% spent or ahead of schedule)
• Red - Alert (over budget or significantly ahead of schedule)

Key Metrics

• Award amount
• Spent to date
• Remaining balance
• Burn rate (spending per month)

Quick Actions

• View grant details
• See recent transactions
• Jump to reporting

Upcoming Deadlines

The dashboard highlights upcoming:

• Reporting deadlines - When funder reports are due
• Grant end dates - Grants ending soon
• Compliance checkpoints - Required milestones

Click any deadline to see details and take action.

Recent Activity

See the latest changes across your grants:

• New allocations
• Status changes
• Team member actions
• System sync updates

Filtering and Customization

Filter by Status

Click status tabs to filter grants:

• All Active
• Needs Attention
• Ending Soon

Time Period

Adjust the dashboard time period:

• Current month
• Current quarter
• Year to date
• Custom range

Dashboard Best Practices

1. Check daily - Make it part of your routine
2. Address alerts - Don't ignore red indicators
3. Track trends - Watch burn rates over time
4. Use for meetings - Great for board and team updates

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.