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Tracking benefits for funders
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
Comments
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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!
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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
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Also, I found this template:
https://www.smartsheet.com/solutions/fundraising-management-tracker
Hope this helps.
Craig
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