4.16.5 How to Monitor Commitments
- Former user (Deleted)
- Nicole Jünger
Challenge
Keeping track of how Commitments are performing during their runtime to ensure quick action where under or over performing.
Solution
A scheduled Apex Job needs to be scheduled in order to count the relevant inventory and sum the values up to the relevant conditions to keep track and monitor their performance. This needs to be set up and run regularly to update the Commitment Condition count values.
As soon as the job is scheduled, it will calculate the revenue and unit count for all matching Campaign Items. Package headers will be ignored as the package components will be counted towards the conditions. Read more about the handling of packages here: 4.16.6 Packages in Commitments
Overview of Calculated Fields
Field | Description | Record Type |
|---|---|---|
Total Unit count | Total amount of units of all campaign items which meet the relevant criteria of this rule. | Rebate in Kind, Rebate in Kind % |
Total Unit count applied | Counts all units for all campaign items where discounts with this condition were applied. | Rebate in Kind, Rebate in Kind % |
Total Revenue | Total amount of revenue of all campaign items which meet the relevant criteria of this rule. | Scaled Discount, Special Revenue Scale, Special Discount, Third Party Commission, Agency Earning |
Total Revenue applied | Total amount of revenue for all campaign items where discounts with this condition were applied. | Scaled Discount, Special Revenue Scale, Special Discount, Third Party Commission, Agency Earning |
Total Rebate in Kind units earned | For Rebate in Kind only, shows you the total amount of 'free' units already earned with this condtion. | Rebate in Kind, Rebate in Kind % |
Rebate in Kind units available | Shows you how many Rebate in Kind units are still available for the Advertiser/Agency to spend, considering the units earned by this condition and the unit count already spent | Rebate in Kind, Rebate in Kind % |
Total Revenue vs. Total Revenue applied
For example, a revenue goal of 10.000 € and 20% discount then each matching campaign items would be counted towards the total revenue. But the total revenue applied will still be 0 € until you have reached your 10.000 € revenue goal. After you have passed the total revenue goal >10.000 €, the revenue of that matching item will be counted in total revenue applied.
Total Unit count vs. Total Unit count applied
For example, where a rebate in kind condition is set up to give out 1 page for free when 3 have been bought, all matching campaign items of sold pages would be counted towards the Total unit count. If the customer has bought 7 pages and already gotten one page for free the results would show the following:
Total Unit count = 7
Total Rebate in Kind units earned = 2
Total Unit count applied = 1
Rebate in Kind units available = 1 (Total Rebate in Kind units earned - Total Unit count applied)
Degree of Fulfilment
Commitment Conditions also calculate the "Degree of Fulfilment" which can be used to manage and monitor Commitment fulfilment.
This formula is supported in every record and it is a calculated percentage. The maximum value is 100% which means if there is over-delivery/over-fulfilment it will still be 100%.
For "ScaledDiscount":
Total Revenue divided by the amount you have entered in the Scaled Discount To field
For "RebateInKind" and "RebateInKindPercent":
Total Unit Count divided by the number of units you have entered in Base Quantity Rebate In Kind field
For "Third Party Commission":
Total Revenue divided by the amount you have entered in the Revenue Goal field.
For "SpecialDiscount" , "Agency Earning"
it will always be ZERO.
If hierarchical scaled discounts are being used 4.16.7 Commitment Matching Criteria Hierarchy or packages where campaign items match two or more commitment conditions the total revenue will be calculated towards both Commitment Conditions. The same issue occurs where two similar conditions exist, where one has made the package header matching relevant whereas the other doesn't. Both can then count towards the revenue count.
We recommend to avoid any of these "overlaps" when creating commitment.
Shared Revenue Scale
If needed to set a Commitment with the customers over a total turnover but it is needed to apply this amount to several conditions, it is possible to build a "hierarchy" of conditions. First create a Commitment Condition of record type: Scaled Revenue Scale and enter the total Revenue:
Then link all Scaled Discount Conditions to this one by selecting the condition in the lookup field "Shared Revenue”:
Now all unit counts in all conditions here can added up to the match the one master condition for to monitor the reached turnover.
Overview
Record Type | Description | Quantity Discount | Customer Discount | Agency Discount | Special Discount | AE | TCP | "Condition Applied" Checkbox | Special Discount Name |
|---|---|---|---|---|---|---|---|---|---|
Rebate in Kind | Please select if you like to specify a Rebate in Kind, i.e. Buy 2 get 1 free. | TRUE | Rebate in Kind (custom label) | ||||||
Agency Earning | Please select if you like to use agency earning | x | TRUE | Commitment | |||||
Rebate in Kind % | Please select if you like to specify a percental Rebate in Kind. | TRUE | Rebate in Kind (custom label) | ||||||
Scaled Discount | Please select if you like to specify a scaled quantity discount for either Advertiser and/or Agency. | x | x | x | TRUE | Commitment | |||
Shared Revenue Scale | Shared Revenue Scale Conditions can be used to connect multiple Scaled Discount Conditions into one. When checking, which level of scaled discount will be applied to a Campaign Item, the combined revenue of all connected Conditions will be used. | x | x | x | TRUE | Commitment | |||
Special Discount | Please select if you like to use special discount. | x | TRUE | Commitment | |||||
Third Party Commission | Please select if you like to use third party commission discount. | x | TRUE | Commitment |
Setup
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