Excelevate Strategic Funding Tracker: Beta Tester Interest Form

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Thank you for your interest in the Excelevate Strategic Funding Tracker! I am in the final stages of developing a new, intuitive Excel-based tool designed to help small and medium-sized nonprofits move from data overload to strategic clarity.

I am looking for a small group of 5-8 nonprofit professionals to beta-test the tracker from approximately January to mid-February 2026. Beta testers will be asked to use the tool with their own data and provide feedback via a short survey at the end of the testing period.

As a thank you for your valuable time and insights, all beta testers will receive:

The Final Product: Full license for the Tracker + Toolkit ($149 value).
Strategy Session: A 1-hour post-test call to review your new dashboard insights and discuss a strategy for using this data moving forward.
Complimentary Data Jumpstart: I will personally enter up to 15 of your past grant records to build your dashboard.

Please complete the brief form below to be considered for the beta program. Submitting this form will also add you to the waitlist for official launch announcements. Selections for the beta program will be made in December 2025.

Full Name *

Organization Name *

Your Title/Role *

What is your organization's approximate annual operating budget? *

Under $250,000

$250,000 - $750,000

$750,000 - $1.5 Million

$1.5 Million - $3 Million

Over $3 Million

How do you currently track your grant applications, reporting deadlines, and funding data? (Select all that apply) *

A single Excel or Google Sheets file

Multiple spreadsheets

A dedicated CRM or donor database (e.g., Little Green Light, Bloomerang, etc.)

Physical files / Paper-based system

Other:

Required

What is your biggest challenge when it comes to managing your grant and corporate donation data?

How would you describe your team's current use of fundraising data for strategic decision-making (e.g., planning, forecasting, diversifying funding)?

We primarily use our data for record-keeping and tracking application deadlines.

We occasionally analyze past performance, usually for board reports or annual planning.

We regularly analyze our data to identify trends and inform our fundraising strategy.

We want to do more analysis, but we lack the time or the right tools.

Clear selection

The beta testing period requires a time commitment to enter data and provide feedback between January and mid-February 2026. Please confirm your interest and availability. *

Yes, I am interested and available during that time.

I am interested but unavailable at that time. Please just keep me on the waitlist for the official launch.

Other:

Submit

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