How to Build a Grant Reporting Dashboard & Export to Slides
Preparing for your next stakeholder meeting shouldn't take hours. In this video, we show you how to build a custom grant reporting dashboard in Submittable and export it directly to slides — in just a couple of clicks.
Here's what you'll learn:
✅ How to use the Analyze tab to find and visualize the data you need
✅ Adding metrics, rows, columns, and filters to build your visualization
✅ Choosing the right chart type for your data
✅ Saving and organizing visualizations into a custom dashboard
✅ Exporting your dashboard directly to slides for your next board or funder meeting
Whether you're running grant reporting for a foundation, nonprofit, or government program, Submittable's grant reporting software gives you the tools to turn raw program data into clear, presentation-ready insights — without Excel, without manual calculations, and without leaving the platform.
Submittable is grant management software for nonprofits and foundations built for the full grant lifecycle — including the reporting and stakeholder communication that comes after awards are made.
Transcript
Let me show you how you can prep for your next meeting in just a couple of clicks on Submittable. We'll do it by prepping our custom dashboard with the visualizations we need and then exporting it directly into slides.
Here's how to create a new visualization. On the analyze tab, use the search data bar to find the data you wish to visualize. Add the data points into the metrics, rows, or columns.
Optionally, add any filters.
Adjust the visualization by selecting the chart type.
Save it with a name you'll remember.
Once you've created your visualizations, add them to your dashboard by finding them under created by me with the saved visualizations.
Fill out your dashboard and feel free to move things around.
Now when it's time for your meeting, you simply export to slides. Done.
See what else Submittable can do for your reporting needs with a custom demo.
