The funding progress is calculated by comparing the total raised against the Total, Minimum, or Maximum Offer Size. This percentage changes automatically once a transaction status is set to Payment Received or Complete.
You can also include any funds raised offline or outside the platform in this calculation.
To display a fixed amount in addition to the amount processed on the platform:
- Select Offers from the left menu
- Click into the offer you would like to update
- Choose Display on the left
- Check the box to Show Funding Progress
- Add the amount raised
- Choose the Total, Minimum, or Maximum Offer Size for Reg CF offers
- Click Save Changes
If you would like to include Commitments as part of the progress, you have the option to check Include Pending Transactions.
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