Before you begin: When displaying your data in widgets, you may want to add a margin or markup to the numbers. Margins and markups are both an additional amount or percentage you add to the actual spend for a given account, although they are calculated differently.
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 to Create a Margin or Markup Rule
1] Log in to TapClicks and, on the Data menu, click Margin Rules.
2] In the upper right, click the Add Margin Rule (plus sign) icon.
3] The New Margin Rule screen appears.
4] Select either the Margin or Markup radio button to choose the calculation type.
5] Enter the percent (%) in the Margin % or Markup % field, depending on your selection in the previous step.
6] Select a business unit or client, from either the Business Unit or Clients dropdown menu, to apply the margin/markup to.
7] Select a source for the data from the Data Source dropdown menu.
8] Select Start Date and End Date.
9] Click Save at the bottom of the screen. A newly created rule will be added to the selected data source and client/business unit.