Income pipeline

Fundraising and the budget live in different worlds.

Grants fund specific programmes on their own timelines, but the pipeline sits in a CRM or a list while the budget assumes income that may or may not arrive. The two are reconciled by hand, and cash-flow surprises follow.

The spreadsheet reality

  • A pipeline list disconnected from the budget it funds.
  • Income assumed at full value, regardless of likelihood.
  • Grant timelines reconciled to programmes by hand.
  • Cash-flow gaps discovered after they have opened.

The Luma reality

  • Grants, major donors and earned income tracked through every stage.
  • Probability-weighted income flowing into the rolling forecast.
  • Restricted funding matched to the programmes it pays for.
  • A forward view of cash, not a hopeful annual total.

How Luma solves it

The features that turn the problem into a workflow you can run.

F8 · Income pipeline

Prospect to received

Track every grant, major donor and earned-income source through its stages, with the amounts, probabilities and timelines that make the pipeline real.

F8 → F2 · Forecast

Probable income, in the budget

Flow probability-weighted income directly into the rolling forecast, so the budget reflects what is likely to arrive — and when — not just what was hoped for.

F8 · Restricted funds

Funding matched to programmes

Tie restricted grants to the programmes they fund, so donor-reporting lines up with delivery without a year-end reconciliation.

Budget health · FY2026

Rolling vs. annual

On track
Annual ceiling Rolling actuals
Programme delivery
62%
Personnel & payroll
78%
Operations
91%

Probability-weighted pipeline income feeding the rolling forecast.

Explore the rest of the platform

Every problem above connects to the next — that is the point of one integrated platform.

See it on your own numbers

We’re onboarding non-profit finance teams one cohort at a time. Request early access and we’ll be in touch.