Grant Management Spreadsheet Template

Your Grant Management database at a glance

This template centralizes the entire funding lifecycle, from tracking open grant programs to managing incoming proposals and final reviews. It replaces scattered files with a unified system where every application is linked to its applicant organization and assigned reviewers.

Structure is key here: Organizations are stored separately but linked to their Applications, while Reviews connect directly to specific proposals and Users. This ensures you never capture duplicate data or lose track of decision outcomes.

Built-in AI features automate the heavy lifting by generating executive summaries of proposals, assessing potential risks, and even fetching applicant profiles from the web.

Why managing grants in spreadsheets breaks down

Using Excel or Google Sheets for grant management works when you have five applications, but it creates chaos when you have fifty. Version control issues, broken formulas, and the inability to securely share specific data with external reviewers turn funding cycles into administrative nightmares.

What a structured database changes

In a structured database, data integrity is automatic. Currencies remain currencies, deadlines are enforced dates, and sensitive reviewer scores are stored securely without risk of accidental deletion. Instead of copying and pasting organization details across multiple rows, you simply link a record once.

This is exactly what Softr Databases are designed for. You get the rigidity of a proper system with the flexibility to change fields as your programs evolve.

What you can do with this template

This template lets you immediately spot bottlenecks by tracking the status of every application, from "Submitted" to "Awarded." You can assign reviewers to specific records and calculate average scores automatically using rollups.

With Database AI agents, you can even automate due diligence. The system can automatically browse the web to profile applicant organizations or scan proposals to generate risk assessments and eligibility checklists instantly.

Who is this Grant Management database for

This template is designed for funding bodies that need rigorous tracking without technical complexity:

• Foundations and Non-profits: Track incoming requests and manage multi-stage review processes efficiently.
• Government Agencies: Maintain transparent records of public funding cycles and decisions.
• University Research Offices: Organize faculty grant applications and internal review committees.
• Corporate CSR Teams: Manage giving programs and track the impact of funded projects.

How to take it further

Customize the database

Tailor the database to your specific funding criteria. You might add a specific "Impact Area" select field to the Grants table or adjust the Review scoring logic to match your evaluation rubric.

Import your existing data

Don't start from scratch if you have historical data. You can easily import your existing lists of previous grantees, organizations, and contacts via CSV to populate your tables immediately.

Build a full app around it

When you are ready to scale, use Softr's interface builder to create a secure portal on top of this database. You can build a site where applicants log in to submit proposals and reviewers log in to score them privately.

With robust users and permissions, you ensure applicants only see their own data while admins retain a full view of the pipeline.