Impress your ED, board, or your clients with weekly reports. Look good in front of your board or teammates by sharing customized PDFs with clickable links or Excel reports of your Saved grants.
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Forget about manually pulling the numbers and extracting them into spreadsheets. In Instrumentl, everything is available within a click. What's even better, PDFs contain clickable links for your colleagues to deep dive into your grant opportunities, even if they don't have Instrumentl access.
Each funder and grant have different reporting deadlines. This makes it difficult for you to stay on top of all the different stages and deadlines. Receive email and platform reminders for about upcoming tasks and key deadlines related to reports.
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Each report contains information about the projects, statuses, years, deadlines, amounts, and more. Every data point that could inform your next step is available at a single glance.
See which grants you won, lost, and which founders you're still waiting to hear from. See the financial amounts that fall into each category to properly plan your grant calendar.
Integrate your Salesforce account and keep it updated with the latest information and activity in Instrumentl with this one-way sync to Salesforce.
Reporting is a part of an iterative process and as a consultant, you’re responsible for delivering the data in the most impactful way. With Instrumentl, I’ve been able to cut down the time needed to get those results into consumable, short form.
- Victoria Flynn, Founder and Consultant at Victoria Flynn Consulting
