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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: 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

Cost methods define The cost method of a Schedule grid line defines what type of cost-related fields are available or editable, and how they are calculated. Depending on the selected cost method option, some cost-related fields are related and can be calculated from each other, and some fields are not. Each top-level line on a the Schedule Grid grid (a Cost Package, a standalone Media Package that is not part of a Cost Package, or a , or a standalone Placement) can apply have a different cost method.

There are three cost method optionsmethods:

  • Standard : Available for all OneStrata enterprises by default

  • Margin: Gated and managed by FreeWheel, available on request

  • (default)

  • Margin

  • AllocatedAllocated: Available for all OneStrata enterprises by default 
Cost MethodDescription

Anchor
Standard-Cost-Method
Standard-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 or client costs
(a combination of Unit and Rate, Unit and Total Cost, or Rate and Total Cost) are defined, all other Cost Types, like Client Commission or Vendor Discount, can be calculated from that set.
  • are defined, all other cost types can be calculated based on that single set of defined costs.
  • A set of costs is a combination of:
    • Units and rate
    • Unit and total cost
    • Rate and total cost

Anchor
Margin-Cost-Method
Margin-Cost-Method
Margin Cost Method

Vendor costs and

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

, and are calculated separately

:

  • Vendor Net Cost =/= Client Net Cost
If one set of vendor
  • 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
, and vice versa
  • be directly calculated.
Vendor and
  • If one set of client costs are
connected by a third value, the Margin Percentage value
  • 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)
  • The difference between the Vendor Net Cost and the Client Net Cost creates a "margin", which is income to the Agency. This amount is captured in the Other Income value.

    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,

    AnchorAllocated-Cost-MethodAllocated-Cost-MethodAllocated Cost MethodThe client has allocated, or set aside, a fixed amount of budget

    to cover both the cost of the media purchase and any related

    agency

    fees.

    Costs are calculated in the following order:

    1. The Allocated Amount is entered.
    2. 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
    3. 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 TypeDescriptionOrigin

    Anchor
    Agency-Currency
    Agency-Currency
    Agency Currency

    AC

    Base Currency

    Local Currency


    A Shared Block
    shared-block-keyAgency-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 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-keyClient-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 on the Client record, on the Administration > Entity Management > Clients > (Specific Client) > Details tab.

    Each Client has only one Client Currency.

    Anchor
    Vendor-Currency
    Vendor-Currency
    Vendor Currency

    VC

    Payable Currency



    A Shared Block
    shared-block-keyVendor-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

    Types

    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 GroupCost TypeDescription
    Origin
    Calculation (Standard Cost Model With 1 Tax)Origin
    Client

    Anchor
    Client-Commission-Cost
    Client-Commission-Cost
    Client Commission Cost

    Client Commission


    A Shared Block
    shared-block-keyClient-Commission-Cost

    The amount of commission that the client is charged.

    Calculated


    		Client Commission = Client Commission Percentage x Client Commission BasisCalculated
    Client

    Anchor
    Client-Commission-Percentage
    Client-Commission-Percentage
    Client Commission Percentage

    Client Commission Rule

    Client Commission %

    Commission Percent



    A Shared Block
    shared-block-keyClient-Commission-Percentage

    The percentage of commission that the client is charged.


    		N/A

    Defined on the Administration > Entity Management > Clients >(Specific Client) > Commissions tab

    		N/A
    Client

    Anchor
    Client-Commission-Basis
    Client-Commission-Basis
    Client Commission Basis

    Commission Basis

    Basis


    A Shared Block
    shared-block-keyClient-Commission-Basis

    The cost type that the Client Commission Percentage is applied to:

    Client Gross Cost or Client Net Cost.

    • Client Gross Cost: 
      Include A Shared Block Inline
      shared-block-keyClient-Gross-Cost
      pageCosts and Calculations
    • Client Net Cost:
      Include A Shared Block Inline
      shared-block-keyClient-Net-Cost
      pageCosts and Calculations


    		N/ADefined on the Administration > Entity Management > Clients >(Specific Client) > Commissions tab
    N/A
    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-keyVendor-Discount
      pageCosts and Calculations
    Calculated


    		Client Discount = Vendor Discount x Client Passback PercentageCalculated
    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-keyVendor-Net-Cost
      pageCosts and Calculations
    • Vendor Gross Cost:
      Include A Shared Block Inline
      shared-block-keyVendor-Gross-Cost
      pageCosts and Calculations
    Calculated
    		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-keyClient-Gross-Cost

    The amount that the client is quoted, before any discounts are applied.


    Client Gross = Vendor Gross

    • Entered in schedule
    • Calculated
    Client Gross = Vendor Gross
    Client

    Anchor
    Client-Gross-Rate
    Client-Gross-Rate
    Client Gross Rate


    A Shared Block
    shared-block-keyClient-Gross-Rate

    The cost per unit that the client is quoted, before any discounts are applied.

    CalculatedIf 


    If Rate Type

     is

     is not CPM-based:
    Client Gross Rate = Client Gross Cost / Units

    If 

    If Rate Type

     is Client Net

     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-keyClient-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.

    • Entered in schedule
    • Calculated


    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-keyClient-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

    N/A

    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-keyVendor-Discount
      pageCosts and Calculations
    		N/A

    Defined in

    Administration > Entity Management > Client > (Specific Client) > Passbacks
    N/A
    Client

    Anchor
    Client-Tax
    Client-Tax
    Client Tax


    A Shared Block
    shared-block-keyClient-Tax

    The tax on activity that the client is charged, 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
    		Calculated
    Client

    Anchor
    Client-Tax-on-Commission
    Client-Tax-on-Commission
    Client Tax on Commission


    A Shared Block
    shared-block-keyClient-Tax-on-Commission

    The tax on commission that the client is charged.

    Calculated


    		Client Tax on Commission = Client Tax Rule x Client CommissionCalculated
    Client

    Client Total Cost

    Anchor
    Client-Total-Cost
    Client-Total-Cost

    Client Total


    A Shared Block
    shared-block-keyClient-Total-Cost

    The amount that the client is charged, after any discounts are applied and commission is added, but before any taxes are added.

  • Entered in schedule
    • Calculated


    		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-keyClient-Total-Cost-with-Tax

    The amount that the client is charged, after any discounts are applied and after any commission or taxes are added.

    Calculated


    		Client Total Cost with Tax = Client Total + Client Tax on Cost + Client Tax on CommissionCalculated
    Client

    Client Total Rate

    Anchor
    Client-Total-Rate
    Client-Total-Rate


    A Shared Block
    shared-block-keyClient-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.

    CalculatedIf 


    If Rate Type

     is

     is not CPM-based:
    Client Total Rate = Client Total Cost / Units

    If 

    If Rate Type

     is

     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-keyVendor-Net-Cost
      pageCosts and Calculations
    • Vendor Gross Cost:
      Include A Shared Block Inline
      shared-block-keyVendor-Gross-Cost
      pageCosts and Calculations
    		N/ADefined in Administration > Entity Management > Contracts > (Specific Contract)
    N/A
    Vendor

    Anchor
    Vendor-Discount
    Vendor-Discount
    Vendor Discount

    Vendor Discount Cost


    A Shared Block
    shared-block-keyVendor-Discount

    The amount of the discount that the vendor gives.

    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
    		Calculated
    Vendor

    Anchor
    Vendor-Gross-Cost
    Vendor-Gross-Cost
    Vendor Gross Cost

    Vendor Gross


    A Shared Block
    shared-block-keyVendor-Gross-Cost

    The amount that the vendor quotes, before any standard discounts are applied and any taxes are added.

    • Entered in schedule
    • Calculated


    		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-keyVendor-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

    N/A

    Vendor

    Vendor Net Cost

    Anchor
    Vendor-Net-Cost
    Vendor-Net-Cost

    Vendor Net


    A Shared Block
    shared-block-keyVendor-Net-Cost

    The amount that the vendor charges 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 Discount
    • Entered in schedule
    • Calculated
    Vendor

    Anchor
    Vendor-Net-Rate
    Vendor-Net-Rate
    Vendor Net Rate



    A Shared Block
    shared-block-keyVendor-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
    N/A
    Vendor

    Anchor
    Vendor-Tax-Cost
    Vendor-Tax-Cost
    Vendor Tax Cost

    Vendor Tax


    A Shared Block
    shared-block-keyVendor-Tax-Cost

    The tax on activity that the vendor charges.

    Calculated


    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-keyVendor-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-keyAllocated-Amount

    The client budget allocated to a media line within the schedule.


    N/A

    		Entered in schedule

    N/A

    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-keyAllocated-Fee-Cost

    The Client Net Cost of any fees applied to the line, where the fee is a percentage of the Allocated Amount.

    Calculated


    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-keyMargin-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
    N/A
    Other

    Anchor
    Other-Income-Cost
    Other-Income-Cost
    Other Income Cost

    Other Income


    A Shared Block
    shared-block-keyOther-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
    Calculated


    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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    Rate Type IDRate Type NameUnit Type

    Rate Divider

    Available For Schedule Lines

    Available For Fee Records

    1FixedN/AN/AYesYes
    2CPM (Impressions)Impressions1000YesYes
    3CPC (Clicks)Clicks1YesYes
    4CPA (Acquisitions)Acquisitions1YesYes
    11CPA (Conversions)Conversions1YesYes
    12CPA (Leads)Leads1YesYes
    13CPE (Engagements)Engagements1YesYes
    14CPV (Views)Views1YesYes
    15CPV (Completed Views)Completed views1YesYes
    16CPV (Visits)Visits1YesYes
    17CPLPV (Landing Page Views)Landing page views1YesYes
    18CPL (Likes)Likes1YesYes
    19CPSU (Swipe Ups)Swipe ups1YesYes
    20CPM (Messages)Messages1YesYes
    21CPUR (Unique Reach)Unique reach1YesYes
    22CPS (Sent InMails)Sent inmails1YesYes
    23CPL (Lands)Lands1YesYes
    24CPLC (Link Clicks)Link clicks1YesYes
    25CPP (Purchases)Purchases1YesYes
    26CPATC (Add To Carts)Add to carts1YesYes
    27CPCV (Content Views)Content views1YesYes
    28CPL (Lifts)Lifts1YesYes
    29CPR (Reads)Reads1YesYes
    30dCPM (Dynamic Impressions)Impressions1000YesNo
    31dCPC (Dynamic Clicks)Clicks1YesNo
    32dCPA (Dynamic Actions)Actions1YesNo
    33dCPE (Dynamic Engagements)Engagements1YesNo
    34dCPV (Dynamic Views)Views1YesNo
    35dCPMV (Dynamic Viewable Impressions)Viewable impressions1000YesNo
    36dCPCV (Dynamic Completed Views)Completed views1YesNo
    37vCPM (Viewable Impressions)Viewable impressions1000YesYes
    38vCPCV (Viewable Completed Views)Viewable completed views1YesYes
    39vCPV (Viewable Views)Viewable views1YesYes
    40Percentage of MediaN/A1NoYes
    41CPA (Actions)Actions1Yes

    Yes