What's in Market Development Funds (MDF) Management
Introduction
Channel administrators and partners use MDF management to govern, allocate, plan, and claim co-marketing budgets, aligning incentive funds with verified go-to-market activities across partner tiers.
View MDF Rules
Channel administrators use this dashboard to supervise MDF allocation policies, import rule configurations with external field mapping, build custom filtered views, and execute batch deletions to maintain program integrity.
Add/Edit a MDF Rule
Channel administrators configure MDF rules to establish fund distribution policies, partner eligibility scopes, allocation frequencies, and target-based incentives that govern co-marketing budgets across fiscal periods.
View a MDF Rule
Administrators use this view to inspect MDF rule configurations, entitlement frequencies, and sales tiers before submitting them to the approval workflow.
View Contribution Rules
Channel administrators use this repository to view, configure, and manage MDF cost-sharing percentages and co-investment ratios between vendors and assigned partner groups.
Add/Edit a Contribution Rule
UPM administrators use contribution rules to establish budget-sharing ratios and co-investment percentages between vendors and specific partner groups across designated fiscal periods.
View a Contribution Rule
Channel administrators use this screen to inspect configured MDF budget-sharing ratios, partner group assignments, and fiscal year allocations to ensure policy compliance before approving funding requests.
View Funds
Channel administrators use View Funds to track allocated MDF budget pools, monitor real-time partner balances across fiscal years, and audit co-marketing spend across partner tiers.
Add/Edit a MDF Fund
Channel administrators can allocate, configure, and modify MDF budgets for partner accounts across defined fiscal periods to maintain financial governance and monitor available balances.
View a MDF Fund
Administrators use this view to inspect partner MDF allocations, track unspent balances and quarterly additions, and audit deduction histories tied to approved marketing plans.
View MDF Plans
Channel administrators use the View MDF Plans dashboard to monitor partner marketing proposals, track projected ROI, and review cost-share allocations between OEM and partner contributions across all approval stages.
View a MDF Plan
Channel administrators and partners use this feature to inspect co-funded marketing budgets, track associated campaign activities, and monitor multi-tier approval histories and claims against allocated funds.
View MDF Claims
Administrators and partners use this central repository to monitor, review, and validate Market Development Funds reimbursement claims against approved plans before financial payout.
View a MDF Claim
Administrators and partners can track and audit MDF reimbursement requests, verify marketing campaign activities, and review multi-tier approval histories before funds are disbursed.
View Extension Requests
Program administrators use this dashboard to track, audit, and manage partner deadline extension requests for MDF plan and claim submissions across fiscal quarters.
View an Extension Request
Administrators use this view to inspect partner MDF plan and claim deadline extension requests, verifying revised cutoff dates across fiscal quarters alongside complete approval audit logs.
View Activities
Channel administrators use the View Activities interface to define and govern approved MDF initiative categories, ensuring partner fund requests and claims comply with standardized co-funding guidelines.
Add/Edit an Activity
Administrators configure and manage standardized MDF activity categories, establishing eligible expense guidelines and scope requirements that channel partners select when submitting funding requests and reimbursement claims.
View an Activity
Channel administrators use the View Activity interface to inspect predefined MDF marketing categories and guidelines, ensuring partner requests align with approved co-op initiatives.
View Objective
Channel administrators use this screen to configure and maintain standardized marketing objectives that partners must select when submitting MDF plans and funding requests.
Add/Edit a MDF Objective
Channel administrators use this feature to configure standardized marketing objectives for partner Market Development Funds requests, requiring a unique name and detailed description to link co-marketing activities to strategic vendor goals.
View a MDF Objective
UPM administrators use this central catalog to inspect, edit, or delete established MDF strategic objectives, ensuring partner co-op marketing proposals align with predefined program priorities.