The revenue pipeline is the ensemble of all future revenue opportunities that are currently being pursued at Tides Canada Foundation and tracked as opportunities in Salesforce.  The donations pipeline is tool that allows us to forecast future revenue, make strategic decisions, and drive activity that will sustain and grow our revenue stream.

To maintain an accurate and effective donations pipeline, specific opportunity fields and key related records must be kept updated to reflect the latest information and interactions with a donor. These are described in detail in the following section.

Each Opportunity Lead is responsible for keeping their own pipeline of opportunities up to date on an ongoing basis.

The Senior TCF Coordinator will undertake a quarterly process in consultation with Opportunity Leads and Development Leads to ensure the ongoing accuracy of the pipeline by:

• Reviewing and updating all open opportunities to ensure they are accurate
• Identifying and entering renewals of opportunities received in the previous quarter

c)  Allocation & Primary Fund

An allocation represents a relationship between a revenue opportunity and a specific fund at Tides Canada. A single opportunity may have one or more allocations.

Primary Fund is the fund to which we expect the gift will most likely be designated, or that is best aligned with the prospect’s interests.

Allocations have different significance depending on the stage of the opportunity:

The process for managing allocations varies based on whether an opportunity has a single allocation or multiple allocations:

Managing a single allocation

Single allocations can be managed simply by editing the Primary Fund field on the opportunity record. This will automatically update child allocation record, as well as the payment allocations.

Managing multiple allocations

To manage two or more allocations on an opportunity, one must use the Manage Allocations interface:

• Scroll down to the “Allocations” related list.
• Press the Manage Allocations buttons.
• In the “Available Funds” list, search for any funds for which you wish to add allocations. Use the checkbox to add them to “Fund Allocations” list on the right.
• Use the “x” button to the left of items in the “Allocated Fund” list to remove existing allocations.
• Customize the Amount field to ensure the correct amount is indicated for each fund.
• Press Save Allocations