Budgets allow you to define an amount of funds for use by particular people or groups, for specific purposes. Most budgets are set up to manage MDF funds made available to partners.
Each budget is time-bound and has a defined allowance (in currency or points). Spending of the funds must be approved and is restricted to partners who meet explicit criteria.
Once you have set up your budgets, you will want to review comprehensive information about how all of the budgets are performing, both individually and collectively. The Budget Summary (Partner Management > Budget Summary), allows you to view this information on a single page. This screen may also include Fund Types information for those who use this legacy version of budgets. Funds are an alternative to budgets.
Before You Begin
- Budgets are available to Professional and Enterprise level users.
- If you previously used ZiftMarcom, your Fund Types will pull into Unifyr One.
- If you are using an external solution to manage your MDF program, you will need to have your Unifyr One team set this up for you.
- If you plan to limit MDF by partner criteria, please see Add a Partner Group.
- Enter funding amounts according to the currency-based MDF model or the points-based MDF model your account is set up for.
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