We've updated the Funding Position template layout. Here's a quick tour to help you find fields, settings, and calculations.
Contents
Prerequisites
Know how to:
set the default funding position
create a new funding position
Opening the default funding position
The first step is to open the default funding position. Open a Deal card in full view mode. Go to the left-hand menu, expand the Strategy folder, and click Funding Position (new). A new window displays the Default funding position.
Here are the key elements:
Left panel - Key funding position data are stored in folders. Expand a folder to review, enter, or update the information.
Right panel - The Summary column displays key calculations. As you update figures in left panel fields, values in the Summary change.
Drop down - Click the field to display a menu with different funding positions (if you created multiple scenarios).
Manage scenarios - Click the three-dot icon to clone, rename, or delete a funding position. You can also change the default funding position.
Add - Create a new funding position.
