FY26 Leadership DashboardPower BI Preview

UR Pipeline

Active Opportunities (BBEC, US-only)

Revenue Pipeline
$11.5M
Actual Revenue
$214,130
Expected Revenue
$11.5M
Count of Opportunities
87

Progress to FY27 Target

Total Progress to FY27 Target
53%
$11.71M of $22M
Actuals Progress to FY27 Target
1%
$214,130 of $22M
Actual Revenue to Goal
$214,130
Expected Revenue to Goal
$11.5M
Gap to Target
$10.29M short
$11.71M total vs $22M target
Actual Gap to Target
$21.79M short
$214,130 actual vs $22M target

Total Revenue vs FY27 Target

DonorDirector of PhilanthropyStrategyStageStatusProbabilityNext StepExpected GiftWeightedAsk Amount
Anderson Family FoundationN. Lewis-OliverHigh Net WorthAward Letter PendingAccepted Pending Funder Final100%2026-06-12$1,500,000$1,500,000$2,000,000
Maria & David LinJ. SchillingHigh Net WorthAward Letter PendingAccepted Pending Funder Final100%2026-06-20$750,000$750,000$1,000,000
Ellis Family OfficeB. ErbanHigh Net WorthAward Letter PendingAccepted Pending Funder Final100%2026-06-28$620,000$620,000$800,000
Parker Charitable TrustE. TuckerBalanceAward Letter PendingAccepted Pending Funder Final100%2026-07-10$400,000$400,000$600,000
Gates Family OfficeM. AugerTransformationalProposal SubmittedResponse Pending60%2026-06-18$1,800,000$1,080,000$2,200,000
Nguyen Family OfficeE. TuckerHigh Net WorthProposal SubmittedResponse Pending60%2026-07-05$540,000$324,000$700,000
Harlow Legacy TrustS. FreemanTransformationalProposal SubmittedResponse Pending60%2026-07-18$1,350,000$810,000$1,750,000
Bergstrom Family FundB. ErbanBalanceProposal SubmittedResponse Pending60%2026-07-25$680,000$408,000$900,000
Brookfield Family TrustB. ErbanBalancePre-Proposal SubmittedIn Process25%2026-07-02$500,000$125,000$750,000
Henderson CharitableD. SiewertBalanceIdentificationIn Process25%2026-07-15$250,000$62,500$500,000
J. & A. CastilloJ. SchillingHigh Net WorthPre-Proposal DesignIn Process25%2026-07-22$180,000$45,000$300,000
Walton Family FoundationK. Hammett-CasterTransformationalIdentificationIn Process25%2026-08-01$900,000$225,000$1,500,000
Pacific Crest FoundationM. AugerBalanceIdentificationIn Process25%2026-08-10$210,000$52,500$400,000
Total$9,680,000$6,402,000$13,400,000