A funding position diagram can be a valuable tool for helping your client understand the details you're presenting. By translating complex financial data into a clear, visual format, it makes the information easier to digest and less intimidating.
This can be especially helpful for clients who may not be familiar with financial terminology or prefer to learn through visuals rather than text. A well-designed diagram can highlight key insights, reveal trends, and support more informed decision-making.
Contents
Prerequisites
Know how to create a funding position.
Opening a diagram
To create a funding diagram, open a lead or deal in full view mode. Go to the side menu, expand the Strategy folder, and then click the Funding Position tab. Go to the centre window and click the Funding Diagram button.
If there are multiple funding positions, select the one you want to diagram.
Downloading or saving
The diagram is displayed in a pop-up. Optionally, drag elements to fine-tune the layout. Click Export to PDF to download the diagram. Alternatively, use a screenshot tool to save the diagram as an image and then insert it into a client report.
