Table of Contents
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
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 |
|---|---|
Standard Cost Method | In the Standard cost method, vendor costs and clients are directly connected:
|
Margin Cost Method 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 costs and client costs are connected by a third value, the Margin Percentage value:
|
Allocated Cost Method 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:
|
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, or VC appended to indicate which currency type the value is in.
| Currency Type | Description | Origin |
|---|---|---|
Agency Currency AC Base Currency Local 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. |
Client Currency CC Billing 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. |
Vendor Currency VC Payable 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. |
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 |
|---|---|---|---|---|
| Client | Client Commission Cost Client Commission | The amount of commission that the client is charged. | Client Commission = Client Commission Percentage x Client Commission Basis | Calculated |
| Client | Client Commission Percentage Client Commission Rule Client Commission % Commission Percent | The percentage of commission that the client is charged. | N/A | Defined on the Administration > Entity Management > Clients > (Specific Client) > Commissions tab |
| Client | Client Commission Basis Commission Basis Basis | The cost type that the Client Commission Percentage is applied to:
| N/A | Defined on the Administration > Entity Management > Clients > (Specific Client) > Commissions tab |
| Client | Client Discount Client Passback | The amount of the Vendor Discount that is passed on to the client.
| Client Discount = Vendor Discount x Client Passback Percentage | Calculated |
| Client | 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.
| Client Discount Percentage = Vendor Discount Percentage x Client Passback Percentage | Calculated |
| Client | Client Gross Cost Client Gross | The amount that the client is quoted, before any discounts are applied. | Client Gross = Vendor Gross |
|
| Client | Client Gross Rate | The cost per unit that the client is quoted, before any discounts are applied. | If Rate Type is not CPM-based: If Rate Type is CPM-based:
| Calculated |
| Client | Client Net Cost Client Net | 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 |
|
| Client | Client Net Rate | The cost per unit that the client is charged. | N/A |
|
| Client | Client Passback Percentage Client Passback Rule Client Passback % | The percentage of the Vendor Discount that is passed on to the client as a discount.
| N/A | Defined in Administration > Entity Management > Client > (Specific Client) > Passbacks |
| Client | Client Tax | The tax on activity that the client is charged, not including any commission. | Depending on Client Tax Rule settings:
| Calculated |
| Client | 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 Client Total | 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 |
|
| Client | Client Total Cost with Tax Client Total 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 | 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: If Rate Type is CPM-based: | Calculated |
| Vendor | 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.
| N/A | Defined in Administration > Entity Management > Contracts > (Specific Contract) |
| Vendor | Vendor Discount Vendor Discount Cost | The amount of the discount that the vendor gives. | Depending on the Vendor contract:
| Calculated |
| Vendor | Vendor Gross Cost Vendor Gross | The amount that the vendor quotes, before any standard discounts are applied and any taxes are added. | Vendor Gross = Vendor Net + Vendor Discount |
|
| Vendor | Vendor Gross Rate | The cost per unit that the vendor charges, before any standard discounts are applied and any taxes are added. | N/A |
|
| Vendor | Vendor Net Cost Vendor Net | 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 |
|
| Vendor | Vendor Net Rate | The cost per unit that the vendor charges, after any discounts are applied but before any taxes are added. | N/A |
|
| Vendor | Vendor Tax Cost Vendor Tax | The tax on activity that the vendor charges. | Depending on Vendor Tax Rule settings:
| Calculated |
| Vendor | Vendor Total Cost Vendor Total | The amount that the vendor charges, after any discounts are applied but before any taxes are added. | ||
| Other | Allocated Amount | Allocated Amount is part of the Allocated cost method. The client budget allocated to a media line within the schedule. | N/A | Entered in schedule |
| Other | Allocated Fee Cost Allocated Fee | Allocated Fee Cost is part of the Allocated cost method. 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 Margin Rule Margin % | Margin Percentage is part of the Margin cost method. 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 |
|
| Other | Other Income Cost Other Income | The general term for any type of additional income that an agency makes, aside from commission. Sources of Other Income include:
| Depends on the source of the additional income. | Calculated |
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 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 |