GEOList Summary: Tracking Grantee Financial Indicators

We are interested in monitoring a few key measures of our grantee’s finances: - Current Ratio - Quick Ratio - Reserve Ratio - Change in Revenue - Change in Expenses We’d also like to share these calculated indicators with our grantees during the application procession, but the only solutions we’ve come up with feel cumbersome. We are wondering if anyone is already doing this in a way that works well for them. We used Foundant as our grants portal, and it is easy to gather the numbers needed to calculate these indicators, but we can’t do the calculation from within Foundant, so it is a challenge to share it with our grantees. The options we are considering are: - Asking grantees to enter the base numbers in a spreadsheet, which calculates the indicators for them. Then ask them to attach the spreadsheet and enter the calculated indicators into Foundant so we can report on them. (Double entry on the part of the applicants) Or - Asking grantees to enter the base numbers in Foundant. Then we run those numbers through a spreadsheet and hand enter the indicators into Foundant for reporting and applicant access. (Extra admin work on our part) Thanks for any suggestions!