Funding Summary

Overview

The Funding Summary page (Partner Management > MDF > Funding Summary) allows you to review the status of Marketing Development Funds (MDF) and their balances for all partners at a glance, providing you with increased visibility into your MDF program.

You can also import Funds from this page.

The Funding Summary page is divided into three sections: Funding Summary Graph, Fund Type Table, and Partner Table.

1. The Funding Summary Graph shows the amount of funding available, paid, and any pending payments to partners for each Fund Type on the x-axis. Total Funding for each Fund Type is on the y-axis. The exact total funding amount is shown on the top of the partner bar in the graph.
2. The Fund Type Table shows the current status of each of your Fund Types ordered by the most recently created Fund Type.
3. The Partner Table shows the status of each partner’s funds in alphabetical order. You can select the arrow to the left of the partner’s name to expand the display and see their details broken down by Fund Type.

Contents

Click on the + to expand the instructions for the desired task.

Table Data Definitions

Below is some more information on the columns available on the Fund Type Table and the Partner Table:

• Fund Type - Fund type
• Allocations - Original amount allocated to this partner for this Fund Type
• Paid - Sum of claims that have been approved and paid for this Fund Type
• Actual Balance - Allocated balance minus value of paid claims
• Approved - Sum of orders that have been approved
• Pending - Sum of orders that have been approved but not yet paid

• Available Balance - Allocated balance minus the value of paid, approved, and pending claims

  If a pending order is canceled or denied, the order balance is returned.

  Note

  If you are using an MDF integration, this balance is based on the MDF system of record.

Filtering

You can filter the Funding Summary view using the All Partners button to show relevant information for specific partner(s), specific partner group(s), or partners that fall under specific criteria. Each of these three filtering options can be selected at the same time.

Note

When you choose multiple partner filters, you are creating an AND statement. For example, only partners that fall into both Partner Tier = Gold AND Region = EMEA will show if those partner filter selections are made.

See the instructions below:

Filter by Specific Partner(s)

1. Navigate to Partner Management > MDF > Funding Summary.
2. Click the All Partners button on the top right-hand corner of the page.
3. In the Apply Partner Filter pop-up, scroll to find the Selected Partner(s) filter. Click on the filter name.
4. Type the partner’s name in the search bar or scroll to find the partner. Click the partner name to add it to the filter list.

5. Repeat step 5 until all desired partners are added to the filter list.

   If multiple partners are selected, you are creating an OR statement within this partner filter.

6. Click Apply.

Filter by Specific Partner Group(s)

1. Navigate to Partner Management > MDF > Funding Summary.
2. Click the All Partners button on the top right-hand corner of the page.
3. In the Apply Partner Filter pop-up, scroll to find the Selected Partner Group(s) filter. Click on the filter name.
4. Type the Partner Group name in the search bar or scroll to find the Partner Group. Click the Partner Group name to add it to the filter list.

5. Repeat step 5 until all desired Partner Groups are added to the filter list.

   If multiple Partner Groups are selected, you are creating an OR statement within this partner filter.

6. Click Apply.

Filter by Specific Partner Criteria

1. Navigate to Partner Management > MDF > Funding Summary.
2. Click the All Partners button on the top right-hand corner of the page.

3. In the Apply Partner Filter pop-up, scroll to choose which filters you would like to apply, such as Language, Region, Vertical, Partner Tier, or even activity-based filters.

   The filters available will vary by supplier.

4. Click on the filter name to reveal the options and select which options you would like to filter by.

   If you’d like to check all the options on the filter, you can click Check All next to the filter name.

5. Repeat step 4 until all desired options for that filter are added to the list.

   If multiple filter options are selected, you are creating an OR statement within this partner filter.

6. Click Apply.

Clear Filters

You can either clear a specific filter or clear all filters from the Funding Summary.

To clear specific filters, click the All Partners button and find the filter you would like to remove. If it is a checkbox filter, you can click Clear All next to the filter name. If it is a specific partner or Partner Group, click into the filter name and click the ‘x’ next to each selection.

To clear ALL filters from the Funding Summary, click the All Partners button and click Clear on the bottom left-hand corner of the pop-up.

Upload Fund Information

You can upload information about all your MDF Funds to Unifyr One Admin in a single action. These steps describe how to configure and upload a .CSV or .XLS (UTF-8) file containing the information.

Note

If you import from an .XLS file, Unifyr One only reads the first sheet.

1. Navigate to Partner Management > MDF > Funding Summary.
2. Click $ Import Funds on the top right-hand corner of the page.

3. In Import Funds, you can download a sample file to help you correctly format your list for upload to Unifyr One.

   

   1. Click Download our Funding Upload Template
   2. Open the .CSV file provided. It includes headings for all available fields.
   3. Populate the file with valid information, then save it in .CSV or .XLS (UTF-8) format. The maximum file size is 250MB.
4. Return to the Import Funds page in Unifyr One Admin.
5. Click Choose File and select your .CSV or .XLS file.

6. Click Import. Unifyr One will process the file and upload the information, if it is valid. See File Requirements for Funds Import below, for information.

   If you do not want to import your uploaded file, click Cancel.

7. If the file is missing required information, the import will fail. You will see a message detailing what information you need to add. Amend the source file then click Upload another file to try again.

   

   The minimum required information for a Fund is:

   • Fund Name
   • Fund Type Name (if Fund Types are in use)
   • partner identifier - SSO Company ID, Zift Partner ID or Zift Partner Name
   • Activity Start Date

   More information about the format of the file can be found in File Requirements for Funds Import below.

8. If the file is valid, the import will complete successfully. Unifyr One provides a success message, detailing the number of records that have been imported.

   

   The imported records are shown in Partner Management > MDF > Funding Summary.

File Requirements for Funds Import

Your file of Fund information must conform to these specifications (listed in the Import Funds window)

1. UTF8 .CSV or .XLS format, maximum file size 250MB
2. Required fields (minimum) to import a Fund's information - Fund Name, Fund Type Name (if Fund Types are in use), target partner identifier, Activity Start Date
3. To identify the target partner - must include at least one of the following columns: SSO Company ID, Zift Partner ID or Zift Partner Name.
4. To allocate funds to partner(s) - must include the following columns: Fund Name, Allocated Balance, Actual Balance, Approved Balance, Available Balance, Activity Start Date, Entry Deadline, Claim Due Date, Claim Outstanding Count, Pending Payments Amount, Paid Payments Amount.
5. If you are updating an existing fund with a subsequent import, ensure that the Fund Name value matches the existing name. If it doesn't match, the import will create a new fund instead.
6. Balances must be entered as an integer value in cents - for example, enter $5.00 as 500.
7. To exclude specific users from accessing funds (optional) - must include a Fund Excluded Users column, populated with a comma separated list of SSO User IDs.
8. Values left blank will be assumed as 0 cents (balances) or 0 (counts).

 Training

Learn more with our training course:

• MDF Funds Management

You will be prompted to log into your CustomerONE account to access the link.

Related Topics

• About MDF (Marketing Development Funds)