Microsoft Scenario Library Nonprofit Grant tracking and reporting

Available with: Microsoft 365 Copilot

Nonprofit scenario: Grant tracking and reporting

Back to Nonprofit Scenarios Download scenario guide

Scenario

Using Copilot to improve grant tracking and reporting

Tracking funding sources and milestones can be simplified with AI assistance to collect data, create reports, and generate presentations.

1. Automate data entry

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

Excel icon

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.

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.