Funding Summary Page 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 import Fund information into Unifyr One Admin 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.

 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)