✨Deep Dive: How to get the most out of funding sources!

The funding source page packs a lot in, and it is not always obvious how to put it to work. So we walked through one funding source end to end and answered the questions we hear most often.

Here is what we covered:

• Read the summary stats: see pledged, received, and available across every funding source, with spending bars that show where each one stands.
• Toggle active and inactive: keep current grants on your home screen and tuck closed ones away once you are done reporting.
• Edit any field: use the gray pencils to rename a source, adjust the funder, or update grant alerts in place.
• Set the pledged amount: the payment schedule drives it, while received and spent come from the transactions you code.
• Find everything in one place: transactions, a P&L, the budget, restrictions, and the grant agreement all live on the page.

See it in ImpactGraph →

-Amrit