Net revenue, not gross
Estimate the top-line revenue and the costs required to make the opportunity real—such as marketing, consultant support, staff time, materials, or delivery costs.
A nonprofit decision tool
Evaluate revenue ideas with clarity.
Use a practical, mission-centered matrix to compare opportunities before committing limited organizational resources. Start with net revenue, then assess each idea against the criteria your team agrees matter most.
Revenue Opportunity Evaluation Matrix™
Give your best ideas the same thoughtful look.
Use this workspace to compare grant, earned-income, fundraising, partnership, and other revenue ideas side by side. Your entries stay in this browser unless you print or share them.
Begin by agreeing on the criteria.
Teams often arrive with favored ideas. Defining the evaluation criteria before scoring helps keep the conversation deliberate and reduces bias.
1Set your context
2Estimate net revenue
3Prioritize and rate
4Compare the results
Optional priority setting
Weight the criteria that matter most right now.
Every criterion starts at 1×, which preserves the original matrix. Raise a slider to emphasize a criterion, or set it to 0× to exclude it from this comparison.
Total active weight6×
Each opportunity will be ranked by its weighted score. The base score remains visible for transparency.
No opportunities yet
Add a revenue idea to build a quick net-revenue estimate and rate it alongside the opportunities your team is considering.
Your comparative view
Ranking is a conversation starter—not an automatic decision. Review the net-revenue estimate and the team’s underlying assumptions alongside the score.
| Rank | Opportunity | Net revenue | Budget impact | Sustainability | Mission fit | Skills | Ease | Other | Weighted score | Base score |
|---|
The weighted score reflects the priorities selected above. The base score keeps the original six-criterion, 1–5 comparison visible alongside that weighted view.
Rate comparatively
The matrix is most useful with more than one idea. A rating of 5 means high relative value for your organization; a rating of 1 means low.
Keep mission central
Revenue potential matters, but so do mission advancement, sustainability, organizational capacity, execution difficulty, and the factor that is distinctive to your context.
Attribution. This interactive educational implementation is based on the Revenue Opportunity Evaluation Matrix™ developed by Nancy Osgood / The Osgood Group, LLC. The original material identifies the matrix as © 2014 The Osgood Group, LLC. Use of this page does not replace financial, legal, accounting, fundraising, or tax advice. Please confirm any applicable permissions before distributing adapted material beyond authorized educational use.