How is the funding progress calculated on an offer? (Transactions, Outside Funds, Percentage Funded)

Modified on Mon, May 23, 2022 at 4:56 PM

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:
  1. Select Offers from the left menu
  2. Click into the offer you would like to update
  3. Choose Display on the left
  4. Check the box to Show Funding Progress
  5. Add the amount raised
    • Choose the Total, Minimum, or Maximum Offer Size for Reg CF offers
  6. 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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