Funding
Attach Microsoft funded engagements and your own investment offers to a deal, and track the funding you expect.
Funding lists the Microsoft funded engagements and other funding attached to this deal.
For organization admins
Only organization admins can add, track, edit or delete funding. Members see the funding read only.
The figures
| Card | |
|---|---|
| Total funding potential | Aggregated value of available programs |
| Tracked funding | Value of the programs you have selected (ticked under Track) |
Funding is grouped into Pre-Sales, Post-Sales and Other. Each row shows Track, Program, Amount, Likelihood, Expires and Source (Microsoft catalogue or Manual).
Add a funded engagement
Choose Add funding programme. It lists The programmes your organization is eligible for, with amounts in US dollars. (with your market's amounts once it is set), as ticked in Incentives and funding.
Search by name, area (for example Security) or size (for example M), and choose Add on a program. It shows Attached once added.
Add your own funding
Under Add funding, Track an additional investment or custom incentive offer.: fill in Program name, Category, Description, Amount, Status (High, Medium, Low, Won, Lost) and Expiry date, then choose Add funding.
Track, edit, delete
- Tick Track to count a program in Tracked funding.
- Edit a manual row, or Edit status on a catalog row.
- Delete removes a row (Delete funding).
If your organization hasn't chosen its eligible engagements yet, you'll see Funding eligibility has not been determined.