AFFORDABLE CLIENT DASHBOARD DEVELOPMENT PACKAGE

GRANT FUNDS CLIENT DASHBOARD DEVELOPMENT PACKAGE

## OVERVIEW

This system will allow clients to:
- Log into a secure portal
- View grant statuses
- Upload documents
- Track tasks and deadlines
- Receive reminders
- Communicate directly with your team
- View charts and reports

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## FRAMEWORK STACK

**Frontend (Dashboard Interface):**
- Softr.io (https://www.softr.io) OR GlideApps (https://www.glideapps.com)

**Backend (Data Layer):**
- Airtable (https://www.airtable.com)

**Chat / Messaging:**
- Tidio (https://www.tidio.com) OR Crisp Chat (https://crisp.chat/en/)

**File Storage:**
- Google Drive (https://drive.google.com)

**Calendar & Scheduling:**
- Calendly (https://www.calendly.com)

**PDF Generator:**
- Docupilot (https://www.docupilot.app) OR PDF Generator API (https://pdfgeneratorapi.com)

**Reminders / Automation:**
- Zapier (https://zapier.com) OR Make.com

**Help Center:**
- Notion (https://www.notion.so) OR HelpDocs (https://www.helpdocs.io)

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## DATABASE STRUCTURE (Airtable)

### Table 1: Clients
- Client Name
- Email
- Organization
- Login Credentials

### Table 2: Grant Proposals
- Grant Title
- Funder Name
- Amount Requested
- Due Date
- Status (In Progress, Submitted, Awarded, Declined)
- Linked Client
- Program Name

### Table 3: Reports
- Linked Grant
- Report Due Date
- Report Status
- Upload Field (PDF)
- Client Notes

### Table 4: Tasks
- Task Title
- Assigned To (Client or Internal)
- Due Date
- Completion Status
- Related Grant

### Table 5: Funders
- Funder Name
- State
- City
- Focus Area
- Amount Funded

### Table 6: Programs
- Program Name
- Total Requests
- Total Amount Requested

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## USER INTERFACE LAYOUT

### Client Dashboard (Home Screen)
- Welcome Header + Logo
- Cards: Total Proposals, In Progress, Submitted, Reports Due, Tasks
- “Start a New Upload” Button

### Grant Tracker Page
- Table/Tile View of all proposals
- Columns: Title, Funder, Status, Due Date, Amount, Link to Uploads

### Tasks Page
- List of open and completed tasks
- Color-coded status: Not Started, In Progress, Completed
- Upload area for required task documents

### File Upload Center
- Organized folders by grant title
- PDF upload + download button per entry

### Calendar Page
- Embedded Calendly for scheduling

### Reports Page
- All upcoming and completed reports
- Upload field for each report due

### Messages
- Chat window embedded via Tidio or Crisp

### Charts Page
- Proposal breakdown (pie chart)
- Status visualization (bar chart)
- Requested vs Awarded comparison

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## EMBEDDED LINKS & WIDGETS

- Tidio Chat Widget Embed: https://www.tidio.com/help/live-chat/
- Calendly Embed Guide: https://help.calendly.com/hc/en-us/articles/223147027-Embed-options-overview
- Airtable Views: https://support.airtable.com/docs
- Softr Chart Blocks: https://docs.softr.io/components/charts
- Google Drive Upload to Airtable (Zapier): https://zapier.com/apps/google-drive/integrations/airtable
- Docupilot Integration: https://www.docupilot.app/integrations/airtable

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## OPTIONAL AI INTEGRATION

- Tool: OpenAI API (https://platform.openai.com)
- Use: Draft suggestions, answer client FAQs, recommend grant matches
- Automation: Use Zapier or Make.com to connect OpenAI to Airtable/Softr

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## DEPLOYMENT CHECKLIST

- [ ] Set up Airtable tables as above
- [ ] Build Softr UI with sections above
- [ ] Connect Tidio and Calendly
- [ ] Automate alerts with Zapier
- [ ] Publish to subdomain: e.g., dashboard.grantfunds.com

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BRANDING INSTRUCTIONS
- Use GRANT FUNDS green/white color scheme
- Upload logo to all headers (available at grantfunds.com)
- Set favicon and meta info accordingly