What is a margin rule?
When displaying your data in widgets, you may want to add a margin to the numbers. A margin is an additional amount or percentage above the actual spend for a given account.
Use cases for this include when you want to obscure the actual spend for a bundled product or if you charge a service fee and want it reflected in your shared reports.
A margin rule is how you apply this percent to a given metric.
How do you create a margin rule?
- Click Data in the left pane and click Margin Rules.
- Click the plus sign + button next to the Margin Rule header.
- A New Margin Rule screen appears.
- Choose which Calculation Type you would like: Margin or Markup.
- Enter the percent (%) for either Margin or Markup. Refer to the example below the Margin window in case of any doubt.
- Select Business Units or Clients, and a Data Source from the dropdown to which the Margin or Markup will be applied.
- Select Start and End Date.
- Click Save at the bottom of the screen.
A newly created Margin Rule will be added to the selected Data Source and Business Unit.
How do markups show up in dashboards?
Markup/margin is applied to cost-related metrics (cost, CPC, spend, etc.). These margins/markups are only applied after a fetch of the data, so hit Update dashboard or wait for the system's daily fetch in the early morning. In order to see the correct amount, with the margin/markup applied, make sure you have the client cost metrics (client cost, client CPC, client spend, etc.)active in your Data Profile. Also, make sure that the regular cost metric is inactive.
What are cost metrics in margins?
The raw cost metrics (cost, CPC, spend, etc.) should be removed from the active columns within the Data Profile. Then new ones, such as Client Cost and Client CPC should be added to the active column. Please note, there are cost metrics at various points in the drill-downs for the many data sources. If you don't want clients to see the raw cost, it is best to go through the various levels and remove the non-client-facing metrics.
What data sources have margins added?
The following list shows all the Data Sources that you can add a margin or a markup to within the TapAnalytics dashboard. With improvements in TapClicks, keep in mind that this list may change periodically. If you want to validate a Data Source you are using, please contact your account manager.
- Adobe Advertising Cloud
- Basis: DSP
- Facebook Ads
- Google Ads
- Microsoft Ads
- Pinterest Ads
- Search Ads 360
- Twitter Ads
- Xandr Invest
- Yahoo! Native