Moves Management

Portfolio Management

BetterUnite Portfolio Management turns any donor journey into a major gift pipeline with one toggle. Each prospect carries an amount and a probability, weighted values calculate at the card, stage, and pipeline level, and totals recalculate the moment a card moves. Every gift officer's book of business reports separately, gifts close as won or lost with the actual amount, and DonorSearch wealth data sits on the same records.

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Any journey becomes a pipeline
with one toggle.

01

One Toggle, Full Pipeline

Flip track amounts on any donor journey and it becomes a financial pipeline, with the journey's own analytics carried along.

  • Enable amounts on an existing donor journey with a single setting
  • Keep conversion, drop-off, and days-in-stage analytics alongside the money
  • Skip the setup: no separate pipeline to build or maintain

02

Weighted Forecasts That Do the Math

Amount times probability, calculated automatically at the card, stage, and pipeline level, live on every drag and drop.

  • Give each opportunity an amount and a probability
  • Apply default stage probabilities, such as 30, 50, and 75 percent, on stage entry, and override any of them
  • Watch totals and weighted values recalculate as a card moves

03

Every Officer's Book of Business

Pipeline reporting by owner: total and weighted pipeline per team member with per-opportunity detail, including board member portfolios.

  • Report total and weighted pipeline for each gift officer
  • Drill into per-opportunity detail under any owner
  • Log every touch and keep opportunity notes on each prospect, with board member portfolios of their own

04

Close the Loop

Open, Closed-Won, and Closed-Lost statuses, with Won capturing the actual amount donated.

  • Mark an opportunity Closed-Won and record the real gift amount
  • Mark Closed-Lost and keep the record
  • Read pipeline-wide won and lost counters and the average probability metric

05

Research Where You Work

DonorSearch wealth scores, capacity, inclination scoring, and net worth sit on the same contact records that feed the pipeline.

  • See wealth scores, capacity, and net worth on the prospect's record
  • Feed the pipeline from the same contacts, with nothing re-entered
  • Read the DonorSearch integration page for the details

Frequently Asked
Questions

Does BetterUnite have major gift pipeline management?

Yes. Any donor journey in BetterUnite becomes a sales-style opportunity pipeline with one toggle. Each prospect gets a dollar amount, probability, and auto-calculated weighted value, rolled up per stage and per gift officer.

How does BetterUnite calculate weighted revenue forecasts?

Each opportunity's amount is multiplied by its probability, and totals recalculate live at the card, stage, and pipeline level, including the moment you drag an opportunity to a new stage. Default probabilities per stage (say 30/50/75%) apply automatically on entry and can be overridden per gift.

Can I see each gift officer's portfolio separately?

Yes. By-owner pipeline reporting shows total pipeline and weighted pipeline per team member, with per-opportunity detail, ideal for portfolio reviews and board reporting on expected vs. closed giving.

What happens when a gift closes?

Mark the opportunity Closed-Won and record the actual amount donated, or Closed-Lost. Pipeline-wide Won/Lost counters and average probability keep the forecast honest over time.

Can I export the pipeline?

Yes. Export the full pipeline to Excel, including amounts, probabilities, weighted values, and open/won/lost status for every opportunity.

Do I lose journey analytics when I turn on amounts?

No. Completion rate, average days in stage, conversion, and drop-off analytics stay alongside the financials, so you track cultivation health and revenue in one board.

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See your weighted pipeline in one demo.

Bring last year's major gift list and we'll show you the forecast: your prospects, your questions. No pressure, no endless sales cycle.

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