Microsoft Scenario Library Nonprofit Grant tracking and reporting

Available with: Microsoft 365 Copilot

Nonprofit scenario: Grant tracking and reporting

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Scenario

Using Copilot to improve grant tracking and reporting

Simplify the tasks associated with fundraising.

1. Automate data entry

Ask Copilot to write a macro that auto-populates Excel with grant data from CSV files.

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Copilot in Excel

Example prompt: Create an Excel macro to copy data from CSV files in [location] into [Excel file] based on the column names. Then highlight any anomalies or outliers in the data.

Use Copilot in Power BI to create reports that visualize the number of successful grant applications, funding amounts, and other key metrics.

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Copilot in Power BI

Example prompt: Generate a Power BI report that shows the number of successful grant applications, total funding received, and trends over time.

Use Copilot in Word to create a standardized template for grantees to supply information such as project progress, milestones achieved, and financial reports. 

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Copilot in Word

Example prompt: Generate a standardized reporting template for grantees to provide updates on grant usage. Include sections for grantee information, financials, project progress, outcomes, challenges, future plans, and supporting documentation.

Use Copilot in Microsoft Teams to help summarize grant related meetings and capture progress on key milestones and document next steps.

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Copilot in Teams

Example prompt: Summarize monthly grant meeting and highlight key action items.

Use Copilot in Excel to help optimize reports for analyzing performance metrics, such as funds utilized, project outcomes, and impact.

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Copilot in Excel

Example prompt: Create a chart showing how grant funds have been utilized given the data in /[utilized grant funds.xlx]

Use Copilot in PowerPoint to create visual that summarize grant performance and key metrics for stakeholders.

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Copilot in PowerPoint

Example prompt: Create a slide that helps visualize the data in /[reporting template.docx]

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve expense ratios

The administrative expense ratio measures the percentage of an organization’s expenses that are being allocated to administrative costs. This helps measure the direct impact of a charity’s program relative to the cost required to run it to help donors identify high-impact charities.

How Microsoft Copilot can help increase volunteer retention

Measure the organization’s success with reducing attrition and increasing repeat volunteerism.

How Microsoft Copilot can help improve program impact

Define a program’s theory of change, monitoring and evaluation goals, and deliver impact faster.

How Microsoft Copilot can help improve fundraising ROI

Fundraising ROI is the ratio of net funds raised divided by fundraising costs.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.