Tracking benefits for funders

Donna Jarvis-Miller

We are wanting to use Smartsheet to track the benefits of our corporate funders so we can easily see who is taking advantage and who isn't ... and use it as a reminder to get them to take care of the benefits.

 

We have about 8 - 10 benefits per vendor that needs to be tracked.  Suggestions for which template would work best?

 

Thanks

Donna

Amy Johnson

I looked through the template gallery and was not able to find one for funder benefits - although I am not sure exactly what you are looking to track.

 

If you are looking for to track financials, check out the Finance & Legal category. 

 

If you want to track other type of data, search Tracker in the template gallery. There are a bunch of templates to track everything from goals to activity to sales.  All templates can be modified to fit your exact needs, so while the template topic might not be what you are doing, the structure might work (with some modifications).

 

Hope this helps! 

J. Craig Williams

Donna, 

 

If you are still having difficulties getting started, Richard Rymill offers free one hour initial consultation if you want to go that route.

 

richardr@smarterbusinessprocesses.com

 

Craig

 

J. Craig Williams

Also, I found this template:

 

https://www.smartsheet.com/solutions/fundraising-management-tracker

 

Hope this helps.

 

Craig