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Overview

OneStrata has a large number of fields and terms related to costs and cost calculations, in order to effectively handle complex pricing scenarios that may involve multiple types of currencies.

Cost Methods
Currencies
Cost Types

AnchorCost-MethodsCost-MethodsCost Methods

methods: The cost method defines what types of cost-related fields interact in which types of ways, in order to determine what is billed to the client, what is paid to the vendor, and what is income to the agency
Agency, Client, and Vendor Currencies: What type of currency or currencies the agency, client, and vendor transact in.
Cost Types: Cost- and rate-related fields
Rate Types: The primary unit type and rate being purchased

Anchor
Cost-Methods
Cost-Methods
Cost Methods

The cost method of a Schedule grid line defines what type of cost-related fields are available or editable, and how they are calculated. Each top-level line on the Schedule grid (a Cost Package, a standalone Media Package, or a standalone Placement) can have a different cost method.

There are three cost methods:

Standard (default)
Margin
Allocated

Cost Method

Description

Anchor

	Standard-Cost-Method
	Standard

Cost Methods are like pricing models; they define which Schedule Grid fields accept user-inputted values and which formulas are applied to those fields in order to calculate what is paid to the Vendor or billed to the Client. Each top-level line on a Schedule Grid (a Cost Package, a Media Package that is not part of a Cost Package, or a Placement that is not part of a Media or Cost Package) can apply a different Cost Method.

OneStrata has three Cost Method options:

Standard Cost Method
Margin Cost Method
Allocated Cost Method

Depending on Enterprise or Agency settings, the Margin Cost Method and Allocated Cost Method options might not be available.

Cost MethodDescription AnchorStandard-Cost-MethodStandard

-Cost-Method

Standard Cost Method

Vendor

In the Standard cost method, vendor costs and

Client costs

clients are directly connected:

Vendor Gross Cost = Client Gross Cost
If one set of

Vendor

vendor or

Client costs (a combination of Unit and Rate, Unit and Total Cost, or Rate and Total Cost)

client costs are defined, all other

Cost Types, like Client Commission or Vendor Discount,

cost types can be calculated

from

based on that single set of defined costs.

AnchorMargin-Cost-Method

A set of costs is a combination of:
- Units and rate
- Unit and total cost
- Rate and total cost

Anchor

	Margin

Margin

-Cost-Method
	Margin-Cost-Method

Vendor costs and Client costs are calculated separately: Vendor Net Cost =/= Client Net Cost

The difference between the Vendor Net Cost and the Client Net Cost creates a "margin", which is income to the Agency.
If one set of Vendor costs are defined, the other Vendor Cost Types can be calculated from that set but the Client Cost Types cannot, and vice versa.
Vendor and Client costs are connected by the Margin Percentage value. For example, Vendor Net Cost = Client Net Cost - (Client Net Cost x Margin Percentage)

AnchorAllocated-Cost-MethodAllocated-Cost-MethodAllocated Cost Method

Used for when the agency is charging the client a fee, which is a % of the cost of the media plus that allocated fee. So user enters the Allocated amount for the line, applies and allocated fee, then the client net cost of that line = the allocated amount less any of the allocated fees. Then all other costs and rates are calculated form the client net cost using the standard set of formulas

Used when the Agency is charging the client a fee that is a % of the cost of the media plus that allocated fee.
Add media budget including a Percentage of Media fee into the Allocated Amount (CC).

Margin Cost Method

Info

The margin workflow is a gated feature and not enabled by default. If the margin workflow is not enabled, the Margin cost method is not available.

To enable this feature, contact your OneStrata representative.

In the Margin cost method, vendor costs and client costs are not directly connected:

Vendor Net Cost =/= Client Net Cost
The difference between the Vendor Net Cost and the Client Net Cost creates a "margin", which is income to the agency. This difference is captured in the Other Income value.
If one set of vendor costs are defined, the other vendor cost types can be calculated from that set, but the client cost types cannot be directly calculated.
If one set of client costs are defined, the other client cost types can be calculated from that set, but the vendor cost types cannot be directly calculated.

Vendor costs and client costs are connected by a third value, the Margin Percentage value:

Vendor Net Cost = Client Net Cost - (Client Net Cost x Margin Percentage)

Anchor

	Allocated-Cost-Method
	Allocated-Cost-Method

Allocated Cost Method

Info

The allocated workflow is a gated feature and not enabled by default. If the allocated workflow is not enabled, the Allocated cost method is not available.

To enable this feature, contact your OneStrata representative.

In the Allocated cost method, a fixed amount of money has been "allocated", or set aside, to cover both the cost of the media purchase and any related fees.

Costs are calculated in the following order:

The Allocated Amount is entered.
The Allocated Fee Cost is calculated and subtracted from the Allocated Amount. The difference is the Client Net Cost.
- Client Net Cost = Allocated Amount - Allocated Fee Cost
All other costs and rates are calculated from the Client Net Cost, similar to the Standard cost method option.

Anchor
Currencies
Currencies
Currencies

OneStrata provides support for up to three different currencies within a single transaction:

Agency Currency, or AC for short
Client Currency, or CC for short
Vendor Currency, or VC for short

Costs and rates are shown in one or more of these currencies, with AC, CC, orVC appended to indicate which currency type the value is in.

Currency Type

Description

Origin

Anchor

	Agency

AnchorCurrenciesCurrenciesCurrencies
OneStrata provides support for up to three different currencies within a single transaction:
Vendor Currency, or VC for short
Agency Currency, or AC for short
Client Currency, or CC for short
Costs and rates are shown in one or more of these currencies, with VC, AC, or CC appended to indicate which currency type the value is in.
Currency TypeDescriptionOrigin AnchorVendor-CurrencyVendor-CurrencyVendor Currency
VC
Payable Currency
A Shared Block
shared-block-key Vendor-Currency
The currency in which the Agency pays the Vendor. Each cost line in a campaign can be in a different Vendor Currency.
Vendor Currency is defined in the Vendor Contract: Administration > Entity Management > Contracts > (Specific Contract)
A contract may have one or more Vendor Currencies.
AnchorAgency
-Currency
Agency-Currency
Agency Currency
AC
Base Currency
Local Currency

A Shared Block
shared-block-key Agency-Currency
The currency in which the Agency transacts. All cost lines in a campaign must be in the same Agency Currency.

Agency Currency is defined
in
on the Agency record
:
, on the Administration > Entity Management > Agencies > (Specific Agency) > Details tab.
Each Agency has only one Agency Currency.
Anchor
Client-Currency
Client-Currency
Client Currency
CC
Billing Currency

A Shared Block
shared-block-key Client-Currency
The currency in which the Agency bills the Client. All cost lines in a campaign must be in the same Client Currency.

Client Currency is defined
in
on the Client record
:
, on the Administration > Entity Management > Clients > (Specific Client) > Details tab.
Each Client has only one Client Currency.
Anchor
Cost
Vendor-
Types
Currency
Cost
Vendor-
Types
Currency
Cost Types
Vendor Currency
VC
Payable Currency

A Shared Block
shared-block-key Vendor-Currency
The currency in which the Agency pays the Vendor. Each cost line in a campaign can be in a different Vendor Currency.

Vendor Currency is defined on the Contract record, on the Administration > Entity Management > Contracts > (Specific Contract) tab.
A Contract may have one or more Vendor Currencies.

Anchor
Cost-Types
Cost-Types
Cost Type Reference
In OneStrata, cost types—fields related to calculating costs—are broadly grouped into three types:
Client costs: Costs between the agency and the client
Vendor costs: Costs between the agency and the vendor
Other costs: Non-client-related and non-vendor-related costs
When a cost type is displayed or used, it specifies which type of currency the cost type is in:
Example: Vendor Net Cost (VC) refers to the vendor net cost, displayed in the Vendor Currency
Example: Vendor Net Cost (CC)refers to the vendor net cost, displayed in the Client Currency

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Cost Type Group Cost Type Description Calculation (Standard Cost Model With 1 Tax) Origin
In OneStrata, Cost Types—fields related to calculating costs—are broadly grouped into three types:
Client costs
Vendor costs
Other costs
When a Cost Type is displayed or used, it specifies which Currency Type the Cost Type is in. For example, Vendor Net Cost (VC) or Vendor Net Cost (CC).
Client Commission
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Cost Type Group Cost Type Description Origin Calculation (Cost Model Standard With 1 Tax)
Client
Anchor
Client-Commission Client-Commission
A Shared Block
shared-block-key Client-Commission
The amount of commission that the Agency charges the Client.
CalculatedClient Commission = Client Commission Percentage x Client Commission Basis
Client
Anchor
Client-Commission-
Percentage
Cost
Client-Commission-
Percentage
Cost
Client Commission
Percentage
Cost
Client Commission
Rule
Client Commission %
Commission Percent

A Shared Block
shared-block
shared-block-key Client-Commission-
Percentage
Cost
The
percentage
amount of commission that the
Agency charges the Client.Defined in Administration > Entity Management > Client >(Specific Client) > Commission
client is charged.

Client Commission = Client Commission Percentage x Client Commission Basis Calculated
N/A
Client
Anchor
Client-Commission-
Basis
Percentage
Client-Commission-
Basis
Percentage
Client Commission Percentage
Client Commission
Basis
Rule
Client Commission
Basis
%
Basis
Commission Percent

A Shared Block
shared-block-key Client-Commission
-Basis
The Cost Type that the Client Commission Percentage is applied to:
Client Gross Cost:
Include A Shared Block Inline
shared-block-key Client-Gross-Cost
page Costs and Calculations
Client Net Cost:
Include A Shared Block Inline
shared-block-key Client-Net-Cost
page Costs and Calculations
Defined in Administration > Entity Management > Client >(Specific Client) > CommissionN/AClient AnchorClient-DiscountClient-DiscountClient Discount
Client Passback
The amount of the Vendor Discount that the Agency passes on to the Client.
CalculatedClient Discount = Vendor Discount x Client Passback PercentageClient AnchorClient-Discount-PercentageClient-Discount-PercentageClient Discount Percentage
Client Discount Rule
Client Discount %
The percentage of Vendor Net Cost or Vendor Gross Cost that the Agency passes on the Client as a discount.
CalculatedClient Discount Percentage = Vendor Discount Percentage x Client Passback PercentageClientClient Gross Cost AnchorClient-Gross-CostClient-Gross-Cost
Client Gross
A Shared Block
shared-block-key Client-Gross-Cost
The amount that the Agency quotes the Client, before any discounts are applied.
Entered in schedule
Calculated
Client Gross = Vendor Gross
ClientClient Net Cost AnchorClient-Net-CostClient-Net-Cost
Client Net
A Shared Block
shared-block-key Client-Net-Cost
The amount that the Agency charges the Client for the media purchase(s), after any discounts are applied but before any commission or taxes are added.
Entered in schedule
Calculated
Client Net = Client Gross - Client Discount
Client AnchorClient-Passback-PercentageClient-Passback-PercentageClient Passback Percentage
Client Passback Rule
Client Passback %
The percentage of the Vendor Discount that the Agency passes on to the Client.
Defined in
Administration > Entity Management > Client > (Specific Client) > PassbacksN/AClient AnchorClient-RateClient-RateClient Rate
A Shared Block
shared-block-key Client-Rate
The cost per unit that the Agency charges the Client.
Entered in schedule
Calculated
Defined in Administration > Reference Data > Fees & Tech Rates > (Specific Fee Record) > Client Rate Details
N/A
Client AnchorClient-TaxClient-TaxClient TaxThe tax on activity that the Agency charges the Client, not including any commission.Calculated
Depending on Client Tax Rule settings:
Client Tax = Client Tax Rule x Vendor Gross
Client Tax = Client Tax Rule x Vendor Net
Client Tax = Client Tax Rule x Client Gross
Client Tax = Client Tax Rule x Client Net
Client AnchorClient-Tax-on-CommissionClient-Tax-on-CommissionClient Tax on Commission
A Shared Block
shared-block-key Client-Tax-on-Commission
The tax on commission that the Agency charges the Client.
CalculatedClient Tax on Commission = Client Tax Rule x Client CommissionClientClient Total Cost AnchorClient-Total-CostClient-Total-Cost
Client Total
A Shared Block
shared-block-key Client-Total-Cost
The amount that the Agency charges the Client, after any discounts are applied and commission is added, but before any taxes are added.
Entered in schedule
Calculated
Client Total = Client Net + Client CommissionClientClient Total Cost with Tax AnchorClient-Total-Cost-with-TaxClient-Total-Cost-with-Tax
Client Total with Tax
A Shared Block
shared-block-key Client-Total-Cost-with-Tax
The amount that the Agency charges the Client, after any discounts are applied and after any commission or taxes are added.
CalculatedClient Total Cost with Tax = Client Total + Client Tax on Cost + Client Tax on CommissionVendor AnchorVendor-Discount-PercentageVendor-Discount-PercentageVendor Discount Percentage
Vendor Discount Rule
Vendor Discount %
The percentage of Vendor Net Cost or Vendor Gross Cost that the Vendor gives to the Agency as a discount.
Defined in Administration > Entity Management > Contracts > (Specific Contract)N/AVendor AnchorVendor-DiscountVendor-DiscountVendor Discount
Vendor Discount Cost
A Shared Block
shared-block-key Vendor-Discount
The amount of the discount that the Vendor gives to the Agency.
Calculated
Depending on the Vendor contract:
Vendor Discount = Vendor Net x (1 / (1 - Vendor Discount Percentage) - 1)
Vendor Discount = Vendor Gross x Vendor Discount Percentage
Vendor AnchorVendor-Gross-CostVendor-Gross-CostVendor Gross Cost
Vendor Gross
A Shared Block
shared-block-key Vendor-Gross-Cost
The amount that the Vendor quotes the Agency, before any standard discounts are applied and any taxes are added.
Entered in schedule
Calculated
Vendor Gross = Vendor Net + Vendor Discount Vendor
Vendor Net Cost
AnchorVendor-Net-CostVendor-Net-Cost
Vendor Net
A Shared Block
shared-block-key Vendor-Net-Cost
The amount that the Vendor charges the Agency for the media purchase(s), after any discounts are applied but before any taxes are added.
Entered in schedule
Calculated
Vendor Net = Vendor Gross - Vendor DiscountVendor AnchorVendor-RateVendor-RateVendor Rate
A Shared Block
shared-block-key Vendor-Rate
The cost per unit that the Vendor charges the Agency.
Entered in schedule
Calculated
Defined in Administration > Reference Data > Fees & Tech Rates > (Specific Fee Record) > Vendor Rate Details
N/A
Vendor AnchorVendor-Tax-CostVendor-Tax-CostVendor Tax Cost
Vendor Tax
A Shared Block
shared-block-key Vendor-Tax-Cost
The tax on activity that the Vendor charges the Agency.
Calculated
Depending on Vendor Tax Rule settings:
Vendor Tax = Vendor Net x Vendor Tax Percentage
Vendor Tax = Vendor Gross x Vendor Tax Percentage
Vendor AnchorVendor-Total-CostVendor-Total-CostVendor Total Cost
Vendor Total
A Shared Block
shared-block-key Vendor-Total-Cost
The amount that the Vendor charges the Agency, after any discounts are applied but before any taxes are added.
OtherMargin Percentage AnchorMargin-PercentageMargin-Percentage
Margin Rule
Margin %
A Shared Block
shared-block-key Margin-Percentage
The difference between Vendor Net Cost (the amount that the Agency pays the Vendor) and Client Net Cost (the amount that the Agency charges the Client) that the Agency keeps as income.
Entered in schedule
Calculated
Margin Percentage = (Client Net Cost - Vendor Net Cost) / Client Net CostOther AnchorAllocated-AmountAllocated-AmountAllocated Amount
A Shared Block
shared-block-key Allocated-Amount
The client budget allocated to the media line within the schedule
Entered in schedule
N/A
Other AnchorAllocated-Fee-CostAllocated-Fee-CostAllocated Fee Cost
A Shared Block
shared-block-key Allocated-Fee-Cost
Client Net Cost of any fees applied to the line, where the fee is a percentage of the Allocated Amount
-Percentage
The percentage of commission that the client is charged.

N/A
Defined on the Administration > Entity Management > Clients >(Specific Client) > Commissions tab
Client
Anchor
Client-Commission-Basis
Client-Commission-Basis
Client Commission Basis
Commission Basis
Basis

A Shared Block
shared-block-key Client-Commission-Basis
The cost type that the Client Commission Percentage is applied to:
Client Gross Cost:
Include A Shared Block Inline
shared-block-key Client-Gross-Cost
page Costs and Calculations
Client Net Cost:
Include A Shared Block Inline
shared-block-key Client-Net-Cost
page Costs and Calculations

N/A Defined on the Administration > Entity Management > Clients >(Specific Client) > Commissions tab
Client
Anchor
Client-Discount
Client-Discount
Client Discount
Client Passback
The amount of the Vendor Discount that is passed on to the client.
Vendor Discount:
Include A Shared Block Inline
shared-block-key Vendor-Discount
page Costs and Calculations

Client Discount = Vendor Discount x Client Passback Percentage Calculated
Client
Anchor
Client-Discount-Percentage
Client-Discount-Percentage
Client Discount Percentage
Client Discount Rule
Client Discount %

The percentage of the Vendor Net Cost or Vendor Gross Cost that is passed on to the client as a discount.
Vendor Net Cost:
Include A Shared Block Inline
shared-block-key Vendor-Net-Cost
page Costs and Calculations
Vendor Gross Cost:
Include A Shared Block Inline
shared-block-key Vendor-Gross-Cost
page Costs and Calculations
Client Discount Percentage = Vendor Discount Percentage
x Client Passback Percentage Calculated
Client
Client Gross Cost
Anchor
Client-Gross-Cost
Client-Gross-Cost
Client Gross

A Shared Block
shared-block-key Client-Gross-Cost
The amount that the client is quoted, before any discounts are applied.

Client Gross = Vendor Gross
Entered in schedule
Calculated
Client
Anchor
Client-Gross-Rate
Client-Gross-Rate
Client Gross Rate

A Shared Block
shared-block-key Client-Gross-Rate
The cost per unit that the client is quoted, before any discounts are applied.

If Rate Type is not CPM-based:
Client Gross Rate = Client Gross Cost / Units
If Rate Type is CPM-based:
Client Gross Rate = (Client Gross Cost / Units) x 1000

Calculated
Client
Client Net Cost
Anchor
Client-Net-Cost
Client-Net-Cost
Client Net

A Shared Block
shared-block-key Client-Net-Cost
The amount that the client is charged for the media purchases, after any discounts are applied but before any commission or taxes are added.

Client Net = Client Gross - Client Discount

Entered in schedule
Calculated
Client
Anchor
Client-Net-Rate
Client-Net-Rate
Client Net Rate

A Shared Block
shared-block-key Client-Net-Rate
The cost per unit that the client is charged.

N/A
Entered in schedule
Calculated
Defined in Administration > Reference Data > Fees & Tech Rates > (Specific Fee Record) > Client Rate Details
Client
Anchor
Client-Passback-Percentage
Client-Passback-Percentage
Client Passback Percentage
Client Passback Rule
Client Passback %
The percentage of the Vendor Discount that is passed on to the client as a discount.
Vendor Discount:
Include A Shared Block Inline
shared-block-key Vendor-Discount
page Costs and Calculations
N/A
Defined in
Administration > Entity Management > Client > (Specific Client) > Passbacks
Client
Anchor
Client-Tax
Client-Tax
Client Tax

A Shared Block
shared-block-key Client-Tax
The tax on activity that the client is charged, not including any commission.

Depending on Client Tax Rule settings:
Client Tax = Client Tax Rule x Vendor Gross
Client Tax = Client Tax Rule x Vendor Net
Client Tax = Client Tax Rule x Client Gross
Client Tax = Client Tax Rule x Client Net
Calculated
Client
Anchor
Client-Tax-on-Commission
Client-Tax-on-Commission
Client Tax on Commission

A Shared Block
shared-block-key Client-Tax-on-Commission
The tax on commission that the client is charged.

Client Tax on Commission = Client Tax Rule x Client Commission Calculated
Client
Client Total Cost
Anchor
Client-Total-Cost
Client-Total-Cost
Client Total

A Shared Block
shared-block-key Client-Total-Cost
The amount that the client is charged, after any discounts are applied and commission is added, but before any taxes are added.

Client Total = Client Net + Client Commission
Entered in schedule
Calculated
Client
Client Total Cost with Tax
Anchor
Client-Total-Cost-with-Tax
Client-Total-Cost-with-Tax
Client Total with Tax

A Shared Block
shared-block-key Client-Total-Cost-with-Tax
The amount that the client is charged, after any discounts are applied and after any commission or taxes are added.

Client Total Cost with Tax = Client Total + Client Tax on Cost + Client Tax on Commission Calculated
Client
Client Total Rate
Anchor
Client-Total-Rate
Client-Total-Rate

A Shared Block
shared-block-key Client-Total-Rate
The cost per unit that the client is charged, after any discounts are applied and commission is added, but before any taxes are added.

If Rate Type is not CPM-based:
Client Total Rate = Client Total Cost / Units
If Rate Type is CPM-based:
Client Total Rate = (Client Total Cost / Units) x 1000
Calculated
Vendor
Anchor
Vendor-Discount-Percentage
Vendor-Discount-Percentage
Vendor Discount Percentage
Vendor Discount Rule
Vendor Discount %
The percentage of Vendor Net Cost or Vendor Gross Cost that the Vendor gives as a discount.
Vendor Net Cost:
Include A Shared Block Inline
shared-block-key Vendor-Net-Cost
page Costs and Calculations
Vendor Gross Cost:
Include A Shared Block Inline
shared-block-key Vendor-Gross-Cost
page Costs and Calculations
N/A Defined in Administration > Entity Management > Contracts > (Specific Contract)
Vendor
Anchor
Vendor-Discount
Vendor-Discount
Vendor Discount
Vendor Discount Cost

A Shared Block
shared-block-key Vendor-Discount
The amount of the discount that the vendor gives.

Depending on the Vendor contract:
Vendor Discount = Vendor Net x (1 / (1 - Vendor Discount Percentage) - 1)
Vendor Discount = Vendor Gross x Vendor Discount Percentage
Calculated
Vendor
Anchor
Vendor-Gross-Cost
Vendor-Gross-Cost
Vendor Gross Cost
Vendor Gross

A Shared Block
shared-block-key Vendor-Gross-Cost
The amount that the vendor quotes, before any standard discounts are applied and any taxes are added.

Vendor Gross = Vendor Net + Vendor Discount
Entered in schedule
Calculated
Vendor
Anchor
Vendor-Gross-Rate
Vendor-Gross-Rate
Vendor Gross Rate

A Shared Block
shared-block-key Vendor-Gross-Rate
The cost per unit that the vendor charges, before any standard discounts are applied and any taxes are added.

N/A
Entered in schedule
Calculated
Defined in Administration > Reference Data > Fees & Tech Rates > (Specific Fee Record) > Vendor Rate Details
Vendor
Vendor Net Cost
Anchor
Vendor-Net-Cost
Vendor-Net-Cost
Vendor Net

A Shared Block
shared-block-key Vendor-Net-Cost
The amount that the vendor charges for the media purchase(s), after any discounts are applied but before any taxes are added.

Vendor Net = Vendor Gross - Vendor Discount
Entered in schedule
Calculated
Vendor
Anchor
Vendor-Net-Rate
Vendor-Net-Rate
Vendor Net Rate

A Shared Block
shared-block-key Vendor-Net-Rate
The cost per unit that the vendor charges, after any discounts are applied but before any taxes are added.

N/A
Entered in schedule
Calculated
Defined in Administration > Reference Data > Fees & Tech Rates > (Specific Fee Record) > Vendor Rate Details
Vendor
Anchor
Vendor-Tax-Cost
Vendor-Tax-Cost
Vendor Tax Cost
Vendor Tax

A Shared Block
shared-block-key Vendor-Tax-Cost
The tax on activity that the vendor charges.

Depending on Vendor Tax Rule settings:
Vendor Tax = Vendor Net x Vendor Tax Percentage
Vendor Tax = Vendor Gross x Vendor Tax Percentage
Calculated
Vendor
Anchor
Vendor-Total-Cost
Vendor-Total-Cost
Vendor Total Cost
Vendor Total

A Shared Block
shared-block-key Vendor-Total-Cost
The amount that the vendor charges, after any discounts are applied but before any taxes are added.

Other
Anchor
Allocated-Amount
Allocated-Amount
Allocated Amount

Info
Allocated Amount is part of the Allocated cost method.

A Shared Block
shared-block-key Allocated-Amount
The client budget allocated to a media line within the schedule.

N/A
Entered in schedule
Other
Anchor
Allocated-Fee-Cost
Allocated-Fee-Cost
Allocated Fee Cost
Allocated Fee

Info
Allocated Fee Cost is part of the Allocated cost method.

A Shared Block
shared-block-key Allocated-Fee-Cost
The Client Net Cost of any fees applied to the line, where the fee is a percentage of the Allocated Amount.

N/A
Calculated
Other
Margin Percentage
Anchor
Margin-Percentage
Margin-Percentage
Margin Rule
Margin %

Info
Margin Percentage is part of the Margin cost method.

A Shared Block
shared-block-key Margin-Percentage
The difference between the cost of a media purchase (Vendor Net Cost) and the price at which it is sold (Client Net Cost), as a percentage of the price at which it is sold (Client Net Cost).
Margin Percentage = (Client Net Cost - Vendor Net Cost) / Client Net Cost

N/A
Entered in schedule
Calculated
Other
Anchor
Other-Income-Cost
Other-Income-Cost
Other Income Cost
Other Income

A Shared Block
shared-block-key Other-Income
The general term for any type of additional income that an agency makes, aside from commission.
Sources of Other Incomeinclude:
A margin between client costs and vendor costs
A markup on vendor costs
A partial client passback on a vendor discount

Depends on the source of the additional income.
Calculated

Anchor
Rate-Types
Rate-Types
Rate Type Reference
A rate type indicates the primary unit type and cost per unit negotiated between an agency buyer and a vendor for a media purchase.
The following table is a list of available rate types:
Rate Divider: A number by which the rate is divided, when calculating costs
If the Rate Divider is 1000, this means that the unit type is purchased at a cost per mille/thousand (CPM/CPT) rate.
For example, if the rate type is CPM (Impressions), the Units value is 100,000, and the Vendor Net Rate is $1.00, this means that:
Units: 100,000 impressions are purchased
Rate (Vendor Net Rate): $1.00 per 1,000 impressions
Cost (Vendor Net Cost): $100.00 (= 100,000 units x ($1.00 / 1,000 units))
Available For Schedule Lines: Whether or not the rate type can be added to a Schedule grid line
Available for Fee Records: Whether or not the rate type can be added to a Fee record
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column Rate Type Name,Unit Type,Rate Divider,Available For Schedule Lines,Available For Fee Records
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Rate Type ID Rate Type Name Unit Type
Rate Divider
Available For Schedule Lines
Available For Fee Records
1 Fixed N/A N/A Yes Yes
2 CPM (Impressions) Impressions 1000 Yes Yes
3 CPC (Clicks) Clicks 1 Yes Yes
4 CPA (Acquisitions) Acquisitions 1 Yes Yes
11 CPA (Conversions) Conversions 1 Yes Yes
12 CPA (Leads) Leads 1 Yes Yes
13 CPE (Engagements) Engagements 1 Yes Yes
14 CPV (Views) Views 1 Yes Yes
15 CPV (Completed Views) Completed views 1 Yes Yes
16 CPV (Visits) Visits 1 Yes Yes
17 CPLPV (Landing Page Views) Landing page views 1 Yes Yes
18 CPL (Likes) Likes 1 Yes Yes
19 CPSU (Swipe Ups) Swipe ups 1 Yes Yes
20 CPM (Messages) Messages 1 Yes Yes
21 CPUR (Unique Reach) Unique reach 1 Yes Yes
22 CPS (Sent InMails) Sent inmails 1 Yes Yes
23 CPL (Lands) Lands 1 Yes Yes
24 CPLC (Link Clicks) Link clicks 1 Yes Yes
25 CPP (Purchases) Purchases 1 Yes Yes
26 CPATC (Add To Carts) Add to carts 1 Yes Yes
27 CPCV (Content Views) Content views 1 Yes Yes
28 CPL (Lifts) Lifts 1 Yes Yes
29 CPR (Reads) Reads 1 Yes Yes
30 dCPM (Dynamic Impressions) Impressions 1000 Yes No
31 dCPC (Dynamic Clicks) Clicks 1 Yes No
32 dCPA (Dynamic Actions) Actions 1 Yes No
33 dCPE (Dynamic Engagements) Engagements 1 Yes No
34 dCPV (Dynamic Views) Views 1 Yes No
35 dCPMV (Dynamic Viewable Impressions) Viewable impressions 1000 Yes No
36 dCPCV (Dynamic Completed Views) Completed views 1 Yes No
37 vCPM (Viewable Impressions) Viewable impressions 1000 Yes Yes
38 vCPCV (Viewable Completed Views) Viewable completed views 1 Yes Yes
39 vCPV (Viewable Views) Viewable views 1 Yes Yes
40 Percentage of Media N/A 1 No Yes
41 CPA (Actions) Actions 1 Yes
Yes
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Table of Contents

Overview

AnchorCost-MethodsCost-MethodsCost Methods

AnchorCurrenciesCurrenciesCurrencies

AnchorCost-TypesCost-TypesCost Type Reference

AnchorRate-TypesRate-TypesRate Type Reference

Anchor
Cost-Methods
Cost-Methods
Cost Methods

Anchor
Currencies
Currencies
Currencies

Anchor
Cost-Types
Cost-Types
Cost Type Reference

Anchor
Rate-Types
Rate-Types
Rate Type Reference