New Feature Release: Scenario Analysis

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Why This Matters: Leveraging Scenario Analysis for Better Data-Driven Decisions

Grantmaking often requires balancing competing priorities, managing limited resources, and anticipating future funding needs. Temelio’s new Scenario Analysis feature empowers organizations to explore “what if” questions with their grants under consideration. This feature gives grantmakers the ability to visualize how potential grants or renewals impact overall budgets, supporting more confident, data-driven decisions. 

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How it Works: Scenario Analysis Tool

The Scenario Analysis tool is designed to simulate different funding scenarios for grants under consideration. By selecting one or multiple grants, users can quickly create scenarios showing how specific funding decisions would affect current and future budgets. You can see how this feature works in the video and/or text summary below. 

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1. Setting Up a Scenario - With Scenario Analysis, creating a new scenario is straightforward. Users select the grants they want to analyze to create new scenarios or integrate grants into existing scenarios. This flexibility allows users to test different funding options and their budget implications in seconds.

2. Data Visualization and Reporting - Once a scenario is created, users can access detailed financial visualizations: funds awarded, committed, scenario payments, and budget remaining for each scenario. Interactive charts also display individual payment distributions across different budget categories. 

3. Tracking Scenarios Across Fiscal Years - This tool also allows users to look ahead and plan for upcoming fiscal years. For instance, if a foundation is considering renewing multiple grants for a future year, a user can set up a scenario with projected payment amounts and across each future fiscal year. 

4. Organization-Level Insights - Scenario Analysis also integrates into individual organization profiles in the CRM, making it easy for team members to view both awarded and scenario payments for an individual grantee. This element ensures all stakeholders are on the same page, fostering transparency and collaboration across your team.

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The Impact: Empowering Smarter Grantmaking Decisions

Ultimately, by creating and visualizing hypothetical scenarios, organizations can better anticipate budget needs, allocate funds more strategically, and confidently make funding decisions that align with both short- and long-term grantmaking goals.

If you’re curious to learn more about this feature or explore whether Temelio might be the right grants management system for your organization, schedule a call with our team.