Opportunity Pipelines Overview & FAQs

What are Opportunity Pipelines?

Opportunity Pipelines is a brand new capability in your Humanitru database that gives organizations a structured, purpose-built way to manage high touch fundraising programs, including Major Gifts, Grants, and Planned Giving — from first outreach all the way to a closed gift.

Opportunity Pipelines is visible only for users with Admin and Member permission levels.

Key Terminology & Pages

Page	What You See	Most Useful For
All Pipelines — Pipelines Tab	All Pipelines, plus fundraising summary statistics	Getting an at-a-glance view of all active Pipelines and their progress
All Pipelines — All Opportunities Tab	Every Opportunity across every Pipeline in one table	Gift officers checking their full workload, VPs of Development
Single Pipeline — Overview Tab	Summary card, My To-Dos (your upcoming actions)	Daily task management for gift officers
Single Pipeline — Opportunities Tab	All Opportunities within one Pipeline, with full detail columns	Managing a specific Pipeline

Term	What It Means
Pipeline	A structured workflow framework for a fundraising effort. Has a name, stages, a goal amount, and an end date. Created once, used to create a collection of many Opportunities.
Stage	A step in the giving journey (e.g., Identification, Cultivation, Solicitation). Each stage maps to a Campaign internally. “Declined” and “Stewardship” are always included.
Opportunity	A dedicated object for tracking a single ask for one constituent, including amounts, dates, assignee, and a full action log.
Ask Amount	The amount being requested from the constituent.
Projected Amount	The gift officer's best estimate of what will actually come in. Entered manually, and not required.
Actual Amount	Auto-calculated from verified Donation Actions linked to the Opportunity. Cannot be edited directly.
Action	A logged interaction or event tied to an Opportunity (e.g., phone call, meeting, donation pledge, RSVP).
Verified / Unverified	Future-dated Actions are unverified and excluded from statistics until the date passes and a user manually verifies them. Past-dated Actions are auto-verified.
ACTIVE / ARCHIVED	Pipeline status for filtering purposes.
My To-Dos	On the Pipeline overview, shows the top three unverified actions assigned to the logged-in user, sorted by soonest overdue first.
Summary Card	A collapsible panel showing total goal, projected, raised, ask amounts, and constituent count. Collapsed by default.

FAQs

Customer Question	Suggested Response
How is this different from how we used Campaigns and Tags before?	Pipelines is a purpose-built structure for managing gift conversations. Instead of manually tagging constituents and actions to approximate a Pipeline, you now have dedicated stages, amounts, assignees, and a full action log — all in one place, with automatic totals.
Can I add existing Actions to Opportunities?	Yes – assign the Campaign specific to the Opportunity to the Action.
Can I move an Opportunity from one Pipeline to another?	Not currently. Each Opportunity belongs to one Pipeline. If you need to track the same constituent in a different campaign, you'd create a new Opportunity in that Pipeline.
Why can't I edit the Actual Amount?	Actual Amount is automatically calculated from verified donation actions linked to the Opportunity. It updates as those actions are verified.
Will stage changes trigger any emails or notifications?	Not at this time. Overdue task reminders appear as banners inside the app, but there are no outbound email notifications yet.
Who can access Pipelines?	All users with access to the Pipelines module can view summaries. Creating, editing, and managing Pipelines and Opportunities is available to users with the appropriate permissions.
Can I delete a stage?	You can remove a stage when creating or editing a Pipeline, but only if no actions are associated with it. The Declined and Stewardship stages are always present and can't be removed.
What does Archived mean — do we lose the data?	Archiving a Pipeline is just a status for filtering purposes. All data, Opportunities, and actions are fully preserved and accessible. You can un-archive at any time.
Can multiple gift officers be assigned to one Opportunity?	Currently, one assignee is set per Opportunity. You can update the assignee at any time directly from the table.
Can I delete a Pipeline?	Yes, only if it does not contain Opportunities. If the Pipeline contains Opportunities, it should be set to ARCHIVED instead.
Can I delete an Opportunity?	Yes, only if it does not contain any Actions. If the Opportunity contains Actions, it should be set to “Declined” instead.