Agency demo

Sample data — how a grant agency oversees its funded portfolio.

Grantee demo →

Fund a portfolio? See every grant in one place.

When your grantees track their budgets in Ledgitify, you get a live roll-up of budget vs actual across your whole programme — no spreadsheets, no chasing quarterly reports. Below is a sample agency portfolio.

Portfolio dashboard

Funded projects

10

8 active

Total budget

$8,500,000

Total actual

$6,538,500

76.92% utilised

Overspent

2

projects over budget

ProjectGranteeBudgetActualUtilStatus
Community Solar RolloutRiverside Community Energy$1,200,000$742,00061.83%active
Regional Battery Storage TrialHighlands Council$2,050,000$2,180,000106.34%active
Schools Efficiency ProgramEastvale Education Trust$480,000$61,00012.71%active
Coastal Microgrid FeasibilityBaywater Marine Institute$320,000$318,50099.53%active
EV Charging NetworkNorthtown Transport Co-op$890,000$934,000104.94%active
Hydrogen Skills PilotDelta Technical College$610,000$405,00066.39%active
Rooftop Retrofit SchemeParkside Housing Association$750,000$750,000100%completed
Wind Data MonitoringSummit Research Foundation$210,000$96,00045.71%active
Remote Community SolarOutback First Nations Alliance$1,450,000$512,00035.31%active
Grid Resilience StudyMetro Utilities Group$540,000$540,000100%completed

Portfolio alerts

Configure rules once — Ledgitify tells you when a grantee drifts, without you checking each project.

Overspend

Regional Battery Storage Trial · Highlands Council

Utilisation 106% — over the approved budget.

Overspend

EV Charging Network · Northtown Transport Co-op

Utilisation 105% — over the approved budget.

Lagging

Remote Community Solar · Outback First Nations Alliance

68% of the timeline elapsed but only 35% spent — behind schedule.

Stalled

Schools Efficiency Program · Eastvale Education Trust

No allocation activity in 41 days.

Progress

Hydrogen Skills Pilot · Delta Technical College

Spend rose $180,000 since the last check-in.

Oversee your programme in Ledgitify

Pricing scales with portfolio size. Publish your budget templates, set portfolio alerts, and give your grants office one live view. Let's talk about your programme.