How to Track Deal Performance and Funding Progress

This guide provides step-by-step instructions for administrators on how to monitor active deals, track their performance, and manage investor applications on the WhiteLabel Community Deals Platform.

Table of Contents

1. Overview
2. Prerequisites
3. Accessing Active Deals
4. Understanding the Deal Dashboard
5. Monitoring Funding Progress
6. Tracking Investor Statistics
7. Managing Investor Applications
8. Generating Reports
9. Best Practices
10. Troubleshooting

Overview

As an administrator, monitoring active deals is essential to ensure the platform's success. This process involves:

1. Tracking the funding progress of each deal
2. Monitoring investor participation and application status
3. Identifying deals that require attention or intervention
4. Generating reports for stakeholders

This guide will walk you through each aspect of deal monitoring and management.

Prerequisites

Before you begin, ensure you have:

• Admin access to the WhiteLabel Community Deals Platform
• Understanding of the platform's deal structure and investment process
• Familiarity with the key performance indicators (KPIs) for deals

Accessing Active Deals

1. Log in to your admin account and navigate to the Admin Dashboard.

2. Access the Deals Management section by clicking on "Deals" in the main navigation menu.

3. View active deals by selecting the "Active" filter from the status dropdown menu.

4. Sort deals by various criteria such as:

   • Creation date
   • Funding progress
   • End date
   • Total investment amount

Understanding the Deal Dashboard

The deal dashboard provides a quick overview of all active deals:

1. Deal Status Indicators:

   • Green "Active" badge indicates the deal is live and accepting investments
   • Progress bars show funding percentage
   • End dates show when the deal will close

2. Key Metrics at a Glance:

   • Deal name and issuer
   • Current amount raised / total target (e.g., "$1 / $100,000")
   • Percentage funded (e.g., "0% funded", "10% funded", "100% funded")
   • Number of investors (e.g., "1 total", "0 total")
   • End date of the funding period

3. Quick Actions:

   • Click on a deal name to view detailed information
   • Use the three-dot menu to access additional actions for each deal

Monitoring Funding Progress

To track the funding progress of a specific deal:

1. Click on the deal name from the active deals list to open the deal detail page.

2. Navigate to the "Details" tab to view the overall deal information.

3. Check the funding progress bar which visually represents:

   • Current amount raised
   • Percentage of the funding target achieved
   • Remaining amount needed to reach the target

4. Monitor funding patterns:

   • Rapid initial funding may indicate strong investor interest
   • Plateaus in funding may suggest the need for additional marketing
   • Last-minute surges often occur as the end date approaches

5. Set up alerts for significant funding milestones:

   • When a deal reaches 25%, 50%, 75% of its target
   • When a deal is fully funded
   • When a deal is at risk of not meeting its minimum target

Tracking Investor Statistics

The Investors tab provides detailed statistics about investor participation:

1. Navigate to the "Investors" tab on the deal detail page.

2. Review the investor statistics dashboard:

   • Total number of investors
   • Total investment amount
   • Number of completed investments
   • Number of pending investments

3. Analyze the investor table which shows:

   • Investor names and IDs
   • Investment amounts
   • Status of each investment (Pending, Completed)
   • Date of investment
   • Option to view detailed investor information

4. Export investor data by clicking the "Export CSV" button for offline analysis or reporting.

Managing Investor Applications

The Applications tab allows you to review and manage investor applications:

1. Navigate to the "Applications" tab on the deal detail page.

2. Review the applications dashboard:

   • Total number of applications
   • Number of pending applications awaiting review
   • Number of approved applications
   • Number of rejected applications

3. Filter applications by status:

   • All
   • Pending
   • Approved
   • Rejected

4. Review individual applications:

   • Applicant name and ID
   • Application status
   • Investment amount
   • KYC status
   • Location
   • Date applied

5. Take action on applications:

   • Approve eligible applications
   • Reject applications that don't meet criteria
   • Request additional information if needed

Generating Reports

To create reports on deal performance:

1. Use the export functionality on the Investors tab to download CSV files with investor data.

2. Create custom reports by combining data from multiple deals.

3. Track key performance indicators:

   • Conversion rate (applications to investments)
   • Average investment amount
   • Geographic distribution of investors
   • Funding velocity (amount raised per day)

4. Schedule regular reporting to keep stakeholders informed:

   • Weekly funding progress reports
   • Monthly deal performance summaries
   • Quarterly platform performance analysis

Best Practices

To effectively monitor deals:

1. Establish a regular monitoring schedule:

   • Check active deals daily
   • Review funding progress weekly
   • Analyze investor patterns monthly

2. Identify deals requiring attention:

   • Deals with slow funding progress
   • Deals approaching their end date with significant funding gaps
   • Deals with unusual patterns of investor behavior

3. Communicate proactively:

   • Alert issuers about their deal's performance
   • Notify the marketing team about deals needing promotion
   • Keep investors informed about important milestones

4. Document monitoring activities:

   • Keep records of interventions and their outcomes
   • Track the effectiveness of promotional activities
   • Document lessons learned for future deals

Troubleshooting

Common Issues with Deal Monitoring

Issue	Solution
Deal showing incorrect funding amount	Verify all transactions in the system and reconcile with blockchain data
Missing investor data	Check for synchronization issues between the platform and database
Discrepancies in application counts	Refresh the page and verify database records
Export functionality not working	Clear browser cache or try a different browser

Issues with Investor Applications

Problem	Solution
Stuck pending applications	Check for KYC verification issues or incomplete information
High rejection rate	Review rejection criteria and ensure they're being applied correctly
Duplicate applications	Identify and merge duplicate investor records
Delayed application processing	Allocate additional resources during high-volume periods

If you encounter persistent issues with deal monitoring or management, contact the platform's technical support team for assistance.

---

By following this guide, you'll be able to effectively track deal performance, monitor funding progress, and manage investor applications on the WhiteLabel Community Deals Platform.