> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Track ROI on a fund
> Measure the return of a marketing fund from partner-reported outcomes and real-time CRM data.
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.
## 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.
## Before you start
Create the fund first. See [Set up an MDF program](/features/mdf/funds-allocation/guides/set-up-an-mdf-program).
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.
## Watch it
## Steps
Go to [Marketing Funds](https://app.introw.io/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.
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.
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.
## 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.
## Related
Review, claim, and reimburse the spend you measure here.
Report on MDF results across funds.
Full ROI and lifecycle configuration options.