Free Template

Grant Tracking Spreadsheet Template

A clean, working Excel template for tracking grant programs and applications — built by a team that thinks about grant workflows all day. Free download, no email gate, no macros.

Download the template (.xlsx)

Works in Excel, Google Sheets (File → Import), and LibreOffice.

What's inside

Programs sheet

Each program with budget, dates, and auto-calculated applications, awards, remaining budget, and approval rate.

Applications sheet

Log every application with status dropdowns (Submitted → Under Review → Approved / Denied → Disbursed), amounts requested and awarded.

Dashboard sheet

Totals, pending counts, awarded vs. budget, and overall approval rate — all calculated automatically.

What a spreadsheet can't do

We built this template honestly, and honesty cuts both ways: a spreadsheet tracks numbers, but it won't remind anyone about follow-ups, keep an interaction history when staff change, let applicants submit through an online form, or answer "which applications are still pending review?" without someone opening the file and looking. Those gaps are usually what pushes teams from a spreadsheet to a system.

When you hit that point, ASAI Engage does everything in this template automatically — plus intake forms, follow-up tracking, and an AI assistant — with a 30-day free trial. In the meantime, the template is yours, no strings attached. You might also like our guide to choosing a CRM for grant management.

Download the template Or skip the spreadsheet — try Engage free