Quantibly — Fundraising

Revenue YTD

$3.2M

+10.3%

Goal: $8.5M

Pipeline Value

$5.1M

+21.4%

Weighted: $2.8M

Active Donors

2,847

+8.2%

Retention: 72%

Grant Win Rate

34%

–6pts to goal

Target: 40%

Avg Gift Size

$12.5K

+11.6%

Target: $15K

KPI by Category

Revenue5 KPIs

Total Revenue

Monthly

$485K

+18.3%

Target $550K · 88%

Revenue YTD

Annual

$3.2M

+10.3%

Target $8.5M · 37%

Grant Win Rate

Quarterly

34%

+6pts

Target 40% · 85%

Pledge Fulfillment

Monthly

87%

+5pts

Target 95% · 92%

Donors4 KPIs

Donor Retention

Annual

72%

+4pts

Target 80% · 90%

New Donors

Monthly

+18.4%

Target 60 · 75%

Recurring Donors

Monthly

312

+9.5%

Target 400 · 78%

Donor LTV

Annual

$28.5K

+18.8%

Target $35K · 81%

Command Center

Agent Q

Ask Q about pipeline risk, donor strategy, event ROI, or revenue diversification.

Quick Actions

Recent Activity

Board outreach draftMar 9, 3:10 PM

Done

Retention reviewMar 8, 11:45 AM

Running

Grant checklist packMar 7, 4:05 PM

Done

Gala sponsor briefQueued

Pending

System Status

45Open Deals

12m agoCRM Sync

5Pending Tasks

4Alerts

Total Pipeline: $5,100,000 Weighted: $2.8M

Discovery 14

+11 more

Qualification 8

+6 more

Cultivation 12

+9 more

Solicitation 6

+4 more

Stewardship 5

+3 more

Pipeline by Stage — Value

Pipeline Health

Total Opportunities45

Avg. Days in Stage38 days

Stalled (60+ days)4 records

Weighted Forecast$2,800,000

Coverage Ratio168%

Prospect	Type	Stage	Ask Amount	Officer	Last Activity	Score
Smith Family Foundation Education, Housing	Foundation	Cultivation	$250,000	Sarah M.	62 days ago	A+
Morrison Trust Housing, Community	Trust	Cultivation	$500,000	David L.	14 days ago	A
Apex Industries Environment, CSR	Corporate	Solicitation	$200,000	Maria K.	3 days ago	A
Rodriguez Family Education, Arts	Individual	Solicitation	$180,000	Sarah M.	7 days ago	A
Chen Foundation Arts, Education	Foundation	Cultivation	$350,000	David L.	5 days ago	B+
Williams Trust Healthcare	Trust	Stewardship	$75,000	Maria K.	1 day ago	B
Northstar Corp Environment	Corporate	Discovery	$75,000	Sarah M.	18 days ago	C+

Diversified Revenue & Pipeline Manager

Track institutional, individual, earned, and alternative capital streams in one workspace.

Revenue Mix — YTD

Revenue by Source — Trend

Revenue Source Detail

Source	YTD Actual	Annual Goal	% of Goal	YoY Change
Government Grants	$896K	$2,380K	37.6%	+8.2%
Foundation Grants	$768K	$2,040K	37.6%	–3.1%
Corporate Sponsorships	$640K	$1,360K	47.1%	+22.4%
Events & Galas	$288K	$1,020K	28.2%	–5.6%
Earned Revenue	$308K	$935K	32.9%	+14.8%
Individual Giving	$300K	$765K	39.2%	+7.1%

Individual philanthropy is strongest in mid-level retention and major-gift conversion planning.

Segment	Donors	YTD Revenue	Avg Gift	Status
Major Gifts	84	$1.12M	$13.3K	Healthy
Mid-Level	412	$486K	$1.2K	Growing
Recurring	312	$156K	$42/mo	Needs scale

Earned income is trending positively, led by consulting fees and fee-for-service programs.

Source	YTD Revenue	Goal	YoY
Consulting Fees	$185K	$300K	+18%
Training Programs	$76K	$120K	+12%
Merchandise & Ticketing	$47K	$80K	+4%

Alternative capital is still emerging; current pipeline is concentrated in one impact-investing partnership.

Vehicle	Pipeline	Stage	Owner
Impact Investment Note	$750K	Qualification	CDO
Outcome-Based Contract	$420K	Discovery	Strategy

Fundraising KPI Hub

KPI	Category	Current	Target	Status	Owner
Revenue YTD	Revenue	$3.2M	$8.5M	37%	CDO
Donor Retention	Donors	72%	80%	Watch	Stewardship Lead
Grant Win Rate	Institutional	34%	40%	At Risk	Grants Team
Average Gift Size	Major Gifts	$12.5K	$15K	Improving	MGO Team

EESG Score

84/100

+6pts YoY

Impact Beneficiaries

8,400

+12.3%

Carbon Footprint

142 tCO₂

–18% YoY

Board Diversity

68%

+8pts

EESG Radar

Impact by Program Area

Team Revenue

$3.2M

3 MGOs + CDO

Avg. Portfolio Size

Prospects per MGO

Avg. Cycle Time

92 days

Target: 75 days

$/FTE

$425K

Target: $500K

Officer	Portfolio	Pipeline ($)	YTD Raised	Avg Cycle	Goal %	Status
Sarah M. Senior MGO	112	$1,820,000	$980,000	88 days	92%	On Track
David L. MGO	88	$1,450,000	$720,000	95 days	72%	At Risk
Maria K. MGO	84	$1,030,000	$580,000	78 days	83%	Good

Event Revenue YTD

$195K

+21.9%

Events This Year

2 upcoming

Avg Event ROI

320%

+40pts

Attendee→Donor

22%

Target: 30%

Event	Date	Tickets	Revenue	Expenses	Net	Status
Spring Gala 2025 Annual fundraiser	Apr 12, 2025	280/350	$95,000	$32,000	$63,000	Upcoming
Leadership Breakfast Major donor event	Mar 15, 2025	120/120	$38,500	$8,200	$30,300	Completed
Donor Appreciation Stewardship event	Feb 8, 2025	85/100	$22,000	$14,500	$7,500	Completed
Community Forum Awareness event	May 20, 2025	—	$0	$0	—	Planning

Governance Priorities

Board Fundraising Participation68%

Prospect Strategy ReviewsMonthly

Gift Acceptance ReviewCurrent

Risk & Compliance

One gala sponsorship agreement and two grant deliverable reports need governance review this month.

Board Fundraising Report

Monthly

Pipeline, revenue, donor retention, and event performance summary.

Grant Forecast Report

Forecast

Weighted pipeline plus institutional opportunity forecast.

Latest Report OutputReady

Board Fundraising Report

Monthly board pack covering pipeline quality, donor retention, revenue pacing, and event performance.

Pipeline Stages

Discovery to Stewardship

Officer Portfolios

3 MGOs + CDO ownership

Impact Narratives

Program stories and EESG proof points

Fundraising

Fundraising Detail