Nonprofit scenario: Grant tracking and reporting
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Fundraising ROI
Value benefit
Cost savings
Employee experience
Using Copilot to improve grant tracking and reporting
1. Automate data entry
Ask Copilot to write a macro that auto-populates Excel with grant data from CSV files.
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.
2. Generate tracking reports
Use Copilot in Power BI to create reports that visualize the number of successful grant applications, funding amounts, and other key metrics.
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.
3. Standardize reporting templates
Use Copilot in Word to create a standardized template for grantees to supply information such as project progress, milestones achieved, and financial reports.
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.
4. Track grant milestones
Use Copilot in Microsoft Teams to help summarize grant related meetings and capture progress on key milestones and document next steps.
Copilot in Teams
Example prompt: Summarize monthly grant meeting and highlight key action items.
5. Analyze performance metrics
Use Copilot in Excel to help optimize reports for analyzing performance metrics, such as funds utilized, project outcomes, and impact.
Copilot in Excel
Example prompt: Create a chart showing how grant funds have been utilized given the data in /[utilized grant funds.xlx]
6. Create visual dashboards
Use Copilot in PowerPoint to create visual that summarize grant performance and key metrics for stakeholders.
Copilot in PowerPoint
Example prompt: Create a slide that helps visualize the data in /[reporting template.docx]
1Access Microsoft 365 Copilot Chat at m365copilot.com or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web".
2Access Microsoft 365 Copilot Chat at mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. 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.
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.
