Sample — Funder Portfolio Report

⚠ Sample report — fictional data for demonstration · owlimpact.wales · How the numbers work

OwlIMPACT^™

Aggregate · Funder Portfolio

One grant round, one evidence base

Cronfa Seren Plant (children's funder, fictional) · 10 project grants of £7,500 · 12 months to March 2027

Ten grantees, each awarded a £7,500 project grant, logging as they deliver. Instead of ten end-of-grant forms in ten formats, the funder sees the whole round in one sweep — who was reached, what changed for children and young people, and what the grantees themselves gave on top of the grant.

The Round At A Glance

3,770

Volunteer & Staff Hours Logged

£35,839

In-Kind Contribution

£18,962

Social Value

1,860

Children & Young People Reached

✎ Customisable to your rates and your outcomes

Everything in this report bends to the funder. Set your own proxy rates and they replace the national defaults on every grantee's report; define your own outcome list and grantees log against it from day one. This sample uses published national rates so every figure can be checked. Summaries are AI-assisted — drafted from the logged records and confirmed by the grantee — and the report is delivered as accessible, screen-reader-friendly email, bilingual on request.

What Changed For Children & Young People

Recorded outcome	Events
Signposted to support (wellbeing, family, advice)	104
Sustained attendance — 8+ sessions	92
Referred on, and the referral taken up	67
Award, accreditation or first qualification achieved	55

Each event dated and recorded against an anonymous participant code by the person who did the work — evidenced counts, not survey estimates. Distance travelled: average self-reported wellbeing across 46 tracked cohorts moved from 4.6 to 6.5 (n=903 responses). Counts and shifts are never converted to pounds.

What Grantees Gave On Top Of The Grant — Side By Side, Never Summed

Lens	Basis	Value
In-kind — volunteer time	2,340 hrs at NLW £12.71 (from 1 Apr 2026)	£29,741
In-kind — skilled volunteer time	310 hrs at £19.67 (ONS ASHE Apr 2025, median gross hourly excl. overtime, full-time)	£6,098
Social value — staff time beyond funded delivery	1,120 hrs at £16.93 (National TOMs 2022, 2021 prices)	£18,962
Cost — your funded delivery	The £75,000 granted; belongs in the investment line, never the return	£75,000

Where a grantee holds funding from more than one source, hours are apportioned so this report shows only what your grant paid for — no double counting across funders.

Grant By Grant

Grantee (fictional)	Reached	Outcome events
Môr Ieuenctid	240	41
Pentre Sports Trust	226	27
Bryn Aur Youth Project	205	38
Clwb Antur Dyffryn	198	35
Glan-y-Môr Detached Team	189	36
Tŷ Gobaith Family Hub	176	29
Heol Fawr Homework Club	173	33
Seren Fach Playscheme	172	22
Llais Ifanc	143	33
Cwtch Creative	138	24
All 10 grantees	1,860	318

Every row opens into that grantee's own report — the same three lenses, the same rate-stamped records. Nothing here was re-collected: the portfolio view is built from what grantees logged as they worked.

What a funder can do with this

Replace ten end-of-grant forms with one live evidence base an evaluator can trace to dated records. Build Owl Impact into the grant itself as the monitoring and evaluation line — the evidence layer you already require — so every grantee reports this way from day one, in your outcomes, at your rates, at no cost to their own budgets. Grantees spend their time delivering, not writing returns.

A funder portfolio report aggregates the logged records of every grantee in a round or programme — each record dated, coded and rate-stamped at source, no participant personal data anywhere. The lenses are reported side by side and never combined; funded delivery is always shown as cost, never as return. Funder-set rates and outcomes replace the national defaults when configured. Every rate is published with its source at owlimpact.wales/methodology.

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