Market Development Funds brings your whole MDF process into Magentrix – budgets, requests, approvals, expense claims, proof of performance, and reimbursement. A live ledger shows what's allocated, committed, spent, and available, so you fund partner marketing without tracking a dollar in spreadsheets.
3 activities · attributed to 4 opportunities
Create a fund program for a fiscal year, region, or initiative. Each one carries its own window, budget, currency, funding model, and the activity types it pays for. Allocate budget down to partner accounts, and a ledger built from one entry per commitment keeps allocated, committed, spent, and available current – with no running total to reconcile at quarter-end.
One program per fiscal year, region, or initiative – each with its own window, budget, and currency.
Choose Fixed, Accrual, or Discretionary funding to match how you want to put budget into partners' hands.
Allocate program budget to specific partner accounts, so each partner knows exactly what it has to spend.
Every commitment is one ledger entry, so allocated, committed, spent, and available stay accurate in real time.
Define the marketing activity types a program funds, each with its own instructions, eligible expenses, and proof requirements.
Run programs, allocations, and claims in the currency each region actually works in.
A partner submits one request holding many marketing activities and accepts the terms. You approve each activity on its own – in full or at a percentage – and the commitment follows your decision. Approval chains route by the rules you set, so routine spend moves fast and big commitments get the scrutiny they warrant.
Partners bundle several marketing activities into a single request; you approve and fund each one separately, in full or at a set percentage.
Chains route by amount, share of program budget, currency, program, activity type, or partner tier – with multiple approvers per step and an auto-approve threshold for small amounts.
Put a deadline on each approval step. When one stalls past its deadline, it escalates automatically, so requests never sit waiting.
Channel managers clear requests, activities, and claims from a single queue with aging indicators and bulk decisions – and every submission, step decision, and escalation is logged.
Approve in full, at a percentage, or not at all – the commitment follows the decision.
Once an activity runs, the partner files expense claims against the approved amount, with receipts attached. Each activity type sets its own proof-of-performance requirement, so a reviewer confirms the work actually happened before anything is paid. Claim deadlines, expiry reminders, and low-balance alerts keep funds from quietly lapsing along the way.
Partners claim against a specific approved activity, with receipts – on a deadline you set, and as one claim or several per activity.
Each activity type defines the proof it needs, so reviewers verify the activity ran before they approve the claim.
One payment settles several approved claims at once and converts the commitment into spend on the ledger.
Link leads and opportunities to a funded activity – one at a time or in bulk by email – to report spend against the pipeline it influenced. Nineteen built-in reports then cover the program from budget health to ROI, and every one exports to CSV for finance and reviews.
Tie leads and opportunities to a funded activity, individually or in bulk by email, and measure spend against the pipeline it drove.
Report return at the whole-program level and down to each individual activity.
See which partners are using their allocated funds and which are leaving budget on the table.
Track how long claims and approvals are taking, with aging indicators that flag what's overdue.
Watch how fast each program is spending and catch funds nearing expiration before they lapse.
Every one of the nineteen reports exports to CSV, so finance and reviews work from the same numbers.
Partners watch allocated, committed, spent, and available in real time – nothing tracked outside the portal.
Allocate MDF budget and route approvals by partner tier, so your strongest partners get the most support.
Explore →Attribute MDF spend to the deals it influenced by linking registered opportunities to funded activities.
Explore →Pay partners the cash they earn through rewards and commissions, alongside their MDF reimbursements.
Explore →Bring budgeting, approvals, claims, proof of performance, and reimbursement into one module – with a ledger and reporting that show exactly where the money went.