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A marketing fund only earns more budget if you can show what it returned. ROI on a fund comes from two places: what partners report through the ROI form, and a live figure Introw derives from your CRM by counting records or summing a property tied to the funded activity. This guide sets up both so you can tie spend to outcomes and justify the program to finance and leadership. Reach for it once a fund is running and you want measurable, defensible return.

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What you’ll achieve

A fund that shows its return continuously: partners report outcomes within a defined window, and a real-time figure updates from CRM data as deals tied to the funded activity progress, so every fund has a number you can put in front of finance.

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Before you start

1

Have a fund in place

Create the fund first. See Set up an MDF program.
2

Confirm a CRM connection for real-time ROI

Real-time tracking reads from CRM records, so the object you measure must exist in your connected CRM and be created by the ROI form’s automation.

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Watch it

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Steps

1

Enable partner ROI reporting

Go to Marketing Funds, open the fund, and use Configure to open the ROI tab. Make sure the step is switched on and the ROI reporting window is enabled so partners can submit the ROI form within the deadline you set. This is the qualitative side of ROI: partners report the outcomes they saw, measured from the activity date.
Enable partner ROI reporting
2

Configure real-time tracking

In the Real-time tracking section on the ROI tab, set how Introw derives ROI from CRM data automatically:
  • Object type - the CRM record the return is read from, such as the deal record. It must be a record the ROI form’s automation creates, or the fund flags a configuration error and you can fix it from the form’s automations.
  • Filters - optional conditions that limit which records count, for example only closed-won records or a specific pipeline, so only genuine results are credited to the fund.
  • Aggregation - choose Count to count matching records, or Sum of property to total a numeric field on them. Count is the default and suits activities measured in deals or leads generated.
  • Monetary amount per object - shown when you choose Count: the value each counted record contributes, turning a count into a monetary return.
  • Field to sum - shown when you choose Sum of property: the numeric or currency field to total, such as deal amount, for a revenue-based return.
Configure real-time tracking
3

Save and review ROI

Save the fund. Review the fund’s ROI as it accrues: partner-reported entries from the ROI form alongside the real-time figure that updates from CRM data as matching records progress. Use it to compare return against the budget the fund committed.

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Verify it worked

The fund shows ROI from both sources: partner-submitted ROI entries within the reporting window, and a real-time value that moves as CRM records tied to the funded activity match your object type, filters, and aggregation. You can now state a fund’s return without exporting data by hand.

Run the MDF request-to-payout flow

Review, claim, and reimburse the spend you measure here.

Build a report

Report on MDF results across funds.

Implementation reference

Full ROI and lifecycle configuration options.