Documentation Index
Fetch the complete documentation index at: https://grantmaster.dev/llms.txt
Use this file to discover all available pages before exploring further.
Feature Guide: Grant Discovery & Pipeline
Overview
The Grant Discovery and Tracker modules form the front end of GrantMaster’s grant lifecycle. Discovery helps you find funding opportunities; the Tracker helps you manage your pursuit of those opportunities through to award or rejection.
Grant Discovery
Purpose
Search a curated database of global funding opportunities from foundations, government agencies, and multilateral organizations. The platform aggregates opportunities from multiple sources and enriches them with AI-assisted matching.
Page Tabs
The Discovery page (/grant-discovery) has three tabs:
- Search — Browse and filter the opportunity database
- Recommendations — AI-matched opportunities ranked by organizational fit
- Deadlines — Upcoming close dates with severity indicators
Three view modes are available: Grid (cards), List (compact rows), Table (virtual-scrolled data table).
Key Capabilities
| Feature | Description |
|---|
| Search & Filter | Advanced filtering via GrantFiltersPanel — sector, geography, funding range, eligibility, deadline, funder type, and AI match score |
| Smart Matching | AI compares opportunity requirements against your organization’s profile and past awards; scores shown as color-coded badges |
| Saved Searches | Save filter combinations for recurring use |
| Opportunity Details | View full funder profile, eligibility criteria, application requirements, and historical award data |
| Quick Actions | Add to Pipeline, Share with Team, or Dismiss from a single card |
| Source Badges | Color-coded source indicators (RVO, EU Portal, DUS-I, ZonMw, Overheid.nl, Rijksoverheid) |
Use Cases
- Weekly Prospecting: A Grants Manager runs saved searches every Monday to review new opportunities
- Targeted Search: An Admin searches for climate adaptation grants above $500K in East Africa
- Team Collaboration: A Manager shares a promising opportunity with the proposal writing team for assessment
Best Practices
- Complete your Organization Profile and Classification — this directly improves AI matching quality
- Create saved searches for your core focus areas and check them weekly
- Dismiss irrelevant opportunities to improve future AI recommendations
- Use the AI Assistant to quickly assess whether an opportunity is a good organizational fit
Limitations
- The opportunity database depends on automated scrapers and manual curation — coverage varies by region and sector
- Smart matching scores are advisory, not definitive — always review eligibility criteria manually
- Historical award data may be incomplete for smaller or newer funders
Grant Tracker
Purpose
A CRM-style board for tracking every funding opportunity your organization is pursuing. The Tracker provides visibility into your prospect portfolio, team assignments, and revenue forecasting.
Page Tabs
The Tracker page (/grant-tracker) has four tabs:
- Pipeline — Kanban board with drag-and-drop stage transitions
- Deadlines — Deadline severity visualization (overdue, within 7 days, within 30 days)
- Analytics — Conversion rates, deal metrics, and stage performance
- Archive — Won, lost, and dead grants for historical review
Key Capabilities
| Feature | Description |
|---|
| Kanban Board | Drag-and-drop cards across stages: Prospect, Preparation, Submitted, Won, Lost, Dead |
| Probability Scoring | Weighted probability per entry for portfolio revenue forecasting |
| Task Management | Assign tasks to team members with deadlines (e.g., “Draft budget by March 15”) |
| Activity Log | Record meetings, calls, and emails related to each opportunity |
| Document Attachments | Upload concept notes, LOIs, budgets, and supporting materials per entry |
| Pipeline Analytics | Conversion rates, average deal size, time-to-decision metrics (Analytics tab) |
| Deadline Tracking | Cross-pipeline deadline view with severity color coding (Deadlines tab) |
Use Cases
- Portfolio Review: Senior leadership reviews the full pipeline weekly to assess organizational funding trajectory
- Proposal Coordination: A Manager assigns proposal sections to writers and tracks completion
- Forecasting: Finance uses weighted pipeline totals to project future cash flow
- Funder Debrief: After a rejection, the team logs lessons learned in the activity log
Best Practices
- Move entries between stages immediately when status changes — stale pipelines undermine forecasting
- Assign a single owner per pipeline entry to ensure accountability
- Log every funder interaction in the activity log to build institutional memory
- Review lost entries quarterly to identify patterns and improve win rates
- Use pipeline analytics to set realistic targets for your fundraising team
Limitations
- Probability scores are manual estimates — the platform does not auto-calculate based on historical win rates
- Pipeline entries cannot be merged — if you discover duplicates, archive one and note the other
- Converting a pipeline entry to an Active Grant is irreversible
- Pipeline stages are fixed (Prospect, Preparation, Submitted, Won, Lost, Dead) — custom stages are not currently supported
Permissions
| Action | Admin | Manager | Member | Auditor |
|---|
| Browse Discovery | Yes | No | No | No |
| Add to Pipeline | Yes | No | No | No |
| Manage Pipeline Entries | Yes | No | No | No |
| View Pipeline (read-only) | Yes | Yes | No | No |
| Convert to Active Grant | Yes | No | No | No |
Note: Discovery & Pipeline are Admin-only features by default. Managers can view pipeline data but cannot modify entries without Admin delegation.
