Add a Hidden Distribution

When presenting investment performance to your investors, you may want to keep that experience as clean as possible.  This could mean presenting only the important distribution information on your investor's overview dashboard and keeping small distribution details, such as fees and other admin costs in the distribution details of an investment.  Sensr Portal has made hidden distributions available as an option to keep distributions marked as hidden off of the overview dashboard.

How It Works

When you add a hidden distribution, an investor will be able to view that distribution in the details of their investment, but hidden distributions will not be shown on the overview dashboard to investors, making the dashboard easier to view. This involves the following:

Configure the Distribution Table to Add a Hidden Distribution Field

To set up a hidden distribution, you should configure it at the fund level.  

  1. Navigate to the fund page you'd like to add the distribution.
  2. Click on the Distributions tab.
  3. From the ellipses menu [ ... } select Configure.
  4. Create and name a new distribution type and select the Hidden checkbox before clicking Add.
  5. Click OK.
Click to see larger version.

Add a Hidden Distribution

Adding a hidden distribution is the same as adding any distribution.  For example, if you want to communicate a fee of $200 to an investor, you can simply create a Hidden distribution of $200.  This will then be communicated in the details of the investment but not on the Dashboard Overview.  You can add hidden distributions by Generating Distributions for Simple Events (prorated or percent return)

Add a Hidden Distribution for a Single Investor

  1. On the Fund page click on the +Add button on the Distribution tab.
  2. Complete the required fields.

  3. Click Save.


How a Hidden Distribution Appears

The hidden distribution will be hidden from the dashboard overview screen when a contact logs in. However, the hidden distribution will be visible in the Investment details of the related fund. Simply scroll to the Distributions section and click View to the right of the hidden distribution for more details.