Grant Management for Economic Developers
Grant programs move fast. ExecutivePulse gives your team a purpose-built grant management system with a 10-stage pipeline, disbursement tracking, and jobs impact reporting - so you always know where every application stands and what every dollar produced.
From Application to Impact
Grant programs move fast. ExecutivePulse gives you a 10-stage pipeline from Inquiry through Closed/Won, with full tracking of award amounts, disbursement requests, jobs created, and jobs retained. Every stage change is timestamped. Every disbursement request is linked to its parent application. Nothing slips through.
Whether you manage a single program or a portfolio spanning multiple funding sources, ExecutivePulse keeps all grant activity in one place - organized by program, searchable by status, and ready to export for board packets or federal reporting.
Built for EDO Grant Programs
- 10-Stage Application Pipeline
- Award and Disbursement Tracking
- Jobs Created and Jobs Retained Fields
- Program-Level Filtering and Reporting
- TIF District Tagging
- Full Audit Trail on Every Record
- Excel Export for Board Packets
Grant Management Features Built for EDOs
Every field, every pipeline stage, and every report was designed around how economic development grant programs actually operate.
Application Pipeline
10-stage pipeline: Inquiry, Pre-Application, Application Received, Under Review, Approved - Pending Award, Awarded, Active Grant, Disbursement Requested, Disbursement Review, Closed/Won. Move applications through stages with drag-and-drop.
- Every stage change is timestamped
- Filter pipeline by program, status, or date
- Stage-based dashboard view for your whole portfolio
Award & Disbursement Tracking
Track total award amount, disbursed to date, and pending disbursement requests. Disbursement Request records link to the parent grant application for full audit trail.
- Award amount and disbursed-to-date fields
- Child disbursement request records
- Pending disbursement visibility on dashboard
Jobs Impact Reporting
Record jobs created and jobs retained for every grant. Aggregate impact across programs for board reports, legislative updates, and federal and state performance metrics.
- Jobs created and jobs retained per application
- Program-level aggregate totals
- Export for state and federal performance reports
Program Management
Organize grants by program (e.g. PIP, BEE, ACT, CLG, Reimagine). Filter dashboards, reports, and exports by program to track performance per funding source.
- Program-level dashboard and reporting filters
- Compare performance across programs
- Program-specific Excel exports
TIF District Integration
Tag grants to Tax Increment Financing districts. Report on grant activity and economic impact within specific geographic zones for TIF compliance and reporting.
- Tag any grant application to a TIF district
- Filter reports and dashboards by TIF zone
- Support TIF compliance documentation
Dashboard Metrics
Live metrics: Active Grants, Total Awarded, Total Disbursed, Pending Disbursements, Jobs Created, Jobs Retained. Export to Excel for board packets.
- Real-time dashboard updated instantly
- Drill from metric into individual records
- One-click Excel export for board reporting
Spreadsheets vs. ExecutivePulse
Most EDOs start grant management in Excel. Here is what that costs as programs grow.
Without ExecutivePulse
- Spreadsheets scattered across programs with no unified view
- Manual disbursement tracking in separate files
- Jobs data collected in separate program reports
- No pipeline visibility - status lives in email threads
- TIF district tracking done by hand in separate documents
- Board packets assembled by copying data across files
- No audit trail when award amounts or stages change
With ExecutivePulse
- Unified 10-stage pipeline across all programs
- Disbursement requests linked to parent applications automatically
- Jobs impact in every application record - aggregated live
- Real-time pipeline dashboard with stage-based views
- TIF district tags on every record with filtering built in
- Board packet exports in one click from live data
- Full audit trail with timestamps on every change
Frequently Asked Questions
Common questions from EDOs evaluating grant management software.
How many grant pipeline stages are there?
10 stages covering the full grant lifecycle: Inquiry, Pre-Application, Application Received, Under Review, Approved - Pending Award, Awarded, Active Grant, Disbursement Requested, Disbursement Review, and Closed/Won. Stages are configurable to match your program workflow, and every stage change is timestamped for audit purposes.
Can we track multiple grant programs?
Yes. Each grant application belongs to a program. You can filter reports, dashboards, and Excel exports by program to track performance per funding source separately. Running PIP, BEE, ACT, and CLG programs at the same time? Each has its own view while all applications flow through the same pipeline infrastructure.
How does disbursement tracking work?
Disbursement Requests are child records linked to their parent grant application. Each request carries its own amount, date, and status - so you can see exactly what has been disbursed, what is pending, and what remains of the total award without leaving the grant record. This structure creates a complete audit trail for every dollar that moves.
Can we export grant data for federal reporting?
Yes. All grant data is exportable to Excel from the live dashboard. Custom report templates can be built to match specific federal or state reporting formats. Jobs created, jobs retained, award amounts, and disbursement history are all captured in structured fields - ready to pull into any reporting template your funders require.
Does it track TIF districts?
Yes. Grant applications can be tagged to Tax Increment Financing districts. Once tagged, you can filter reports and dashboards by TIF zone to see grant activity, total awarded, and jobs impact within each district. This supports TIF compliance documentation and geographic impact reporting for board and legislative audiences.
