The grant portfolio, shown as an operating surface.
This mock dashboard mirrors the live VestryOne cadence: grants, deadlines, document readiness, and sync health arranged as a single working board.
Demo status
In discovery, award, reporting, or closeout.
Draft and submitted proposals ready to move.
Funding already flowing through the portfolio.
Overdue deliverables that need intervention.
Grant rhythm
The portfolio is organized by stage, award amount, and the next operational step.
Draft through submitted proposals that still need attention.
Awards already moved into the operating surface.
Deliverables that need team follow-through this month.
Overdue items that should be surfaced immediately.
Connected systems
Static sync health for the nonprofit stack that surrounds the grant portfolio.
Drive sync active · 12 files indexed
Reminder routing active · 3 channels
Token expires in 2 days
AI readiness
Upcoming deadlines
The next few dates the team should be watching.
Quarterly report
Budget narrative
Site visit summary
Deliverable review
Recent activity
A short timeline of grant work moving through the system.
Community Health Initiative advanced into the reporting stage.
Award letter extracted into the document vault.
Slack reminder dispatched for the budget narrative.
Year one outcomes narrative closed out for review.