Budget Summary

Overview

MDF, or Marketing Development Funds, are funds that you make available to partners to support promotional efforts. There are many ways that funds can be used including sponsorship of events or other promotional costs.

In Unifyr One MDF, you create budgets that are time-bound and have a defined monetary value in U.S. dollars. From these budgets, you can then create and distribute funds to partners that are used to manage the expenditures.

The Funding Summary helps a supplier review all monies and balances for all partners at a glance. 

Partners will be able to see their funds via the Wallet in the Partner Portal.

Before You Begin

Verify that you are using MDF in Unifyr One.

Intended Audience: Channel Sales Director and Channel Marketing Directors

Report Descriptions

These are the descriptions for the Budget Summary.

Helpful Tips:

• If using the currency-based MDF model, enter the amount for the fields below in cents. For example, $10.00 is entered as 1000, or $3,116.24 is entered as 311624.
• If using the points-based MDF model, enter the amount in whole numbers. These will be displayed as points (Pts).

Parameter	Type	Description
Budget	Text	The name associated with the budget for organizational purposes in both Unifyr One Admin and the Partner Portal.
Start Date	Date	The date the activity will start. If no date is entered the system assumes today's date.
End Date	Date	The date when the funds will expire. This may also be referred to as the Entry Deadline.
Allocations	Number	The original amount allocated to the fund. Also referred to as Allocations.
Paid	Number	The sum of claims approved and paid.
Actual Balance	Number	Allocated balance minus value of paid claims.
Approved	Number	The sum of orders that have been approved.
Pending	Number	The amount approved but not paid.
Available Balance	Number	Allocated balance minus the value of paid, approved, and pending claims.  If a pending order is canceled or denied, the order balance is returned.