ESG Portfolio Manager
ESG Portfolio Manager
- Provides aggregated view to track your progress of how each grant across your portfolio is performing
- Removes the need for spreadsheets and manual data collection
- Captures and coordinates all key project grant data, location, and other metrics grant core data
- Provides real time insights across your portfolio
- Provides aggregated dashboard views of how each of your partnerships are performing
- Provides governance and compliance across milestones
- Forecast social and environmental return on investment value (SROI) from grants, projects and business operations
- Calculates how spend is multiplied in the economy
- Calculates asset value using SROI and GVA
- Business Strategy Planner with financial forecasts
- Breakdown of business and financial plans per sector and service, including quarterly targets and margin forecast
- Database CRM to capture, store and manage all donor, programme, grant applicant and stakeholder information
Key Features
- Unlimited number of active grants and projects
- Dashboard set up for each user
- Full mobility access via smart phones and tablets
- Pipeline / portfolio management of all active projects
- Pipeline filtering e.g. Sectors, Region, Grant type etc
- Commercial financial summary of each grant / project
- Predictive graphical analytics against turnover and margin
- Milestone workflow and Gateway Approval Manager
- Business Strategy planner
- Import data from our open API
- Predictive Dashboards / analytics of historic and future pipeline / portfolio performance
- Powerful Self Service Control Panel
- Chat box across all grants, projects & teams
- Geo locations map of all Grants &Projects
- On demand help & support videos
- Bespokeable milestones / workflows
- On demand performance improvement training videos
- Contact Address book