The spreadsheet problem
Most intermediary grantees track their sub-grantee portfolio in spreadsheets — one for compliance deadlines, another for reporting status, a third for corrective actions. Information lives in email threads, shared drives, and the memory of the one person who built the tracker. When that person is out, the system breaks.
The result: you discover a sub-grantee missed their quarterly report only when your funder asks about it. Risk assessments happen annually instead of continuously. And every consolidated report requires a week of pulling data from disconnected sources.
A single portfolio dashboard
WeavePulse replaces the spreadsheet patchwork with a unified portfolio view. Every sub-grantee in your network appears on a single dashboard with their current status: reporting completeness, risk score, upcoming deadlines, and any open corrective actions.
The dashboard is organized around the questions you actually ask: Who hasn't submitted yet? Who has an open finding? Which organizations are approaching a deadline? You can filter by program, reporting period, risk level, or custom tags you define.
Compliance status at a glance
Each sub-grantee shows a real-time compliance status based on their reporting history, audit findings, and risk assessment scores. Green means current on all requirements. Yellow means one or more items need attention. Red means a critical deadline has passed or a corrective action is overdue.
Status indicators update automatically as sub-grantees submit reports, complete corrective actions, or miss deadlines. You don't need to manually check each organization — the dashboard surfaces the ones that need your attention.
From 5 to 50 organizations
The spreadsheet approach works when you manage 3 or 4 sub-grantees. It breaks at 10 and becomes impossible at 30. WeavePulse is designed for the scale intermediaries actually operate at — whether you oversee a handful of community organizations or a statewide network of providers.
Adding a new sub-grantee takes minutes, not days. They get their own login, their own reporting workspace, and their data flows into your consolidated view automatically. No new spreadsheet columns, no new email threads, no new folder hierarchies.