Grant Dashboard

Ask for your active grants in one view and get them back the same way every time. When you ask, Joy reads your grants tracker through a read-only connector and returns the whole picture — total awarded, funding by funder, upcoming report deadlines, and the status of each grant — with a chart and a short read of what needs attention this week.

For Development Directors Grants Managers Executive Directors Finance & Operations
Sample prompt to Joy's Assistant

Show me our active grants in one view — [total awarded, the amount by funder, upcoming report deadlines, and status] — so I know [what needs attention this week].

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

Show me our active grants in one view — total awarded, the amount by funder, upcoming report deadlines, and status — so I know what needs attention this week.

Here is where your grant portfolio stands right now, read from your grants tracker. You have five active grants worth $500K in total, with two funder reports due in the next 30 days and one grant I would flag as at risk on spend-down.

Active grants — as of Jul 24, 2026

Your active portfolio is five grants totaling $500K. The Hartwell Foundation is your largest single funder at $180K, just over a third of the active total, and the rest is spread across four smaller awards.

Active grant funding by funder

$500Kactive
Hartwell Foundation$180K
Riverton Community Fund$120K
State Workforce Board$95K
Delcorp Corporate Giving$60K
Meadows Family Foundation$45K
$500K
Total active funding
5
Active grants
2
Reports due (30 days)
1
At risk

Two funder reports come due in the next 30 days. The nearest is the State Workforce Board Q2 progress report on Aug 5, twelve days out, covering job-training placements for the quarter. The Riverton Community Fund interim report follows on Aug 18. Both are on grants that are otherwise on track.

GrantProgramAmountNext reportStatus
Hartwell FoundationBridge to Work$180,000Oct 15On track
Riverton Community FundHousing Stability$120,000Aug 18Report due
State Workforce BoardJob Training$95,000Aug 5Report due
Delcorp Corporate GivingSTEM Access$60,000Sep 30At risk
Meadows Family FoundationGeneral Operating$45,000Dec 1On track

The one grant I would flag is the Delcorp Corporate Giving STEM Access award. It is a $60K grant with the period closing Oct 31, and only $24K — about 40% — has been spent, with the STEM showcase deliverable running roughly a month behind. At this pace the grant risks closing with funds unspent, the kind of thing Delcorp asks about at renewal. It is worth getting a revised spend plan in front of the program lead this week.

So the week comes down to two reports and one spend plan. The reports are on healthy grants and mostly need writing time, while Delcorp needs a decision about the unspent funds before the period closes.

Want me to pull the spend-down detail behind the Delcorp grant, or show just the reports due so you can plan your writing week?

From a spreadsheet you keep by hand to one question

Grant Dashboard is an on-demand Visual Intelligence read of your active grant portfolio. When you ask, Joy reads your grants tracker through a read-only connector and returns the whole active picture in one view: total awarded, the split by funder, upcoming report deadlines, and a status on each grant. You get a chart of where the money sits, headline tiles, and a written read of what needs attention this week.

  1. Connect your grants tracker

    Give Joy read-only access to your grants tracker or grants-management system: each active grant's funder, award amount, program, report schedule, and spend to date. This is what Joy reads to build the picture.

  2. Ask for the active picture

    Ask for your active grants in one view and say what matters, for example total awarded, the amount by funder, upcoming report deadlines, and the status of each. No spreadsheet formulas and no manual roll-up.

  3. Read the picture Joy returns

    Joy returns a chart of grant dollars by funder, headline tiles for total active funding, reports due, and grants at risk, and a written read of the nearest deadline and anything slipping.

  4. Follow up and take it where you work

    Ask a follow-up to filter to just the reports due, pull the spend-down behind an at-risk grant, or break it down by program, then copy the summary into your Monday development meeting or your board update.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Make it yours

Deadlines in view

Every upcoming funder report in one place, with the nearest one called out so a deadline never sneaks up on you.

Status on each grant

Each active grant marked on track, report due, or at risk, so you can see where your week needs to go.

The money by funder

A chart of how your active funding splits across funders, read fresh from the tracker each time you ask.

Drill into any grant

Follow up to pull the spend-down, deliverables, or report history behind any single grant in the same thread.

Monday standup view

Pull the reports due and at-risk grants into a short list you can walk through in your weekly development meeting.

By program

Ask for the portfolio broken down by program instead of funder to see which initiatives are funded and which are thin.

Spend-down check

Narrow the read to grants where the period is closing and the money is not spent, so you catch clawback risk early.

Reporting month ahead

Ask for just the reports coming due in the next 30 or 60 days to plan your writing schedule.

Frequently Asked Questions

Is this a live tracker or a read I ask for?

It is an on-demand read. You ask in chat, Joy reads your grants tracker at that moment, and returns the active picture. It is not a standing tracker that refreshes on its own or watches your deadlines between questions.

Does it send me reminders when a report is due?

No. There is no scheduled reminder, no email or Slack push, and no alerts. Joy shows you the deadlines when you ask, and you decide when to look. Nothing arrives unless you request it.

What data does it need?

Read-only access to your grants tracker or grants-management system: each active grant's funder, award amount, program, report schedule, and spend to date. Joy reads these to build the view and never writes anything back.

How does it decide a grant is at risk?

It flags grants where the period is closing with funds still unspent or a deliverable running behind schedule, the situations that lead to awkward funder conversations or clawbacks. In the example, the Delcorp grant is flagged because it is 40% spent with the period ending in October. Ask a follow-up to change what counts as at risk.

Can I break the portfolio down further?

Yes. Ask a follow-up in the same thread and Joy re-reads the tracker to show only the grants with reports due, break the portfolio down by program instead of funder, or pull the spend-down detail behind any single grant.

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