Instrumentl

Rebecca Huber

Kyle Ward

Priya Devineni

Learn how to effectively track your grants throughout their lifecycle 

Tracking Your Progress

Understand how the Grant Tracker helps you manage prospective and historical grants.

What is the Tracker?

Learn how to tailor your Tracker view in Instrumentl to match your grant workflow

Customize your Tracker

Create your own customized fields and columns to track the information that matters most to your organization.

Custom Fields

Learn how to build out your Instrumentl Tracker

Getting Your Tracker Set Up

Learn how to import your past and current grants into your Instrumentl Tracker

Import your existing grants into your Tracker

Add grants from any source to your Instrumentl Tracker

How to add a grant from outside of Instrumentl to the Tracker

Organize grant documents by storing shared files to easily access proposals for 'Apply + Advisor', grant agreements for the 'Award Assistant', and much more in your Document Library.

Document Library

Learn how to save your funder portal credentials directly in Instrumentl

Storing grant portal login credentials

Learn how to make Instrumentl's Tracker your one stop shop for all grant work

Centralizing Your Pipeline

Learn how to keep your grant pipeline orderly with Statuses

Stay organized with Statuses

Update your Tracker to reflect the outcome of your grant submissions

How to record a funder response

Learn how to keep your pipeline organized by tracking various submission deadlines

Stay organized with date fields

Learn how to use Instrumentl's Funder Notes and Funder Contacts features to document and track funder cultivation insights.

How to track funder cultivation insights

Learn how to create Tasks, delegate responsibility, and track deliverables for each grant opportunity.

Tasks: Assign Action Items for Saved Grants

Learn how to duplicate a record in order save a grant to multiple years or projects

How can I save a funding opportunity to multiple years or projects?

Learn how to record recurring grants across fiscal years and prepare your saved opportunities for future cycles in your Tracker

How to plan for the upcoming year

Abandoned vs. hidden - what's the difference?

When should I change a saved grant's status to "Abandoned"?

How to hide a grant from your project's Tracker

Removing an opportunity

Learn tips and best practices to efficiently track and manage grant opportunities in Instrumentl.

Tracking Best Practices

Learn how to arrange information in your Tracker to ensure your progress is documented

Organizing Your Pipeline

Learn how to view Task due dates & deadlines from your Tracker in a "Calendar View" and how this can improve your grant-tracking organization and co-working efficiency.

Calendar View

Learn how to see all of your Tasks in one place

Tasks View

Learn how to easily see the progress you've made on funding opportunities 

Viewing Your Progress

Share your progress with your organization through six different report options

Export reports in Instrumentl

Easily monitor & share your grant performance metrics with data visualizations!

Grant Performance Dashboard

Celebrate your wins with personalized Instrumentl Statistics

Your Instrumentl Statistics

Sindie

Learn how to easily share your progress with your team

Sharing Your Progress

Instrumentl Home

Browse Grants

About Instrumentl

System Status

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.