A quick, practical health check on your pipeline — with clear next steps.
🔒 Privacy: Your data is processed entirely in your browser. It is not uploaded, stored, or shared with FJ Philanthropy (or anyone else) unless you choose to email a summary.
How to use this tool
Select the income stream that best matches your export.
Upload a CSV (one row per gift / legacy record / application).
Map your column headers to the fields below (we’ll make sensible guesses).
Run the diagnostic to see an overall health score, headline indicators, and recommendations.
Amounts are assumed to be in GBP (£). Currency symbols and commas are stripped automatically.
Choose the stream that best matches how your data is structured.
No file loaded.
3) Map your CSV columns
Overall pipeline health
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Recommendations
Important note
This is a quantitative read of the data you’ve provided, without wider organisational context. If you’d like a bespoke interpretation (benchmarks, risks, and a prioritised plan), we’re happy to help.
If you’d like, we can sense-check this with you
Optional: share a summary and we’ll reply with a short, tailored interpretation (what to protect, what to fix first, and quick wins).
No obligation — and the tool works fully without sharing anything.
🔒 Privacy: your CSV never leaves your browser. Only the generated summary below is included if you email it.