Sales
The Analytics Sales table can be extremely helpful to summarize and filter information for your sales. In its default setting, the table breaks up each sale by line item. This allows you to see specific information about the component parts of that sale, such as ad size, service name, or issue ID. You can also choose to sort or filter this information to create a personalized report. For example, you could filter your results by sales rep, or you could summarize the data by ad size. There is also a URL link in the table, which can take you to the corresponding company’s order page in the system.
Breakdown of Data
Ad Size
Brand Name
Company Name
Issue Name
Market
Publication Name
Publisher
Service Name
State
Zip
Barter – The value agreed upon for the sale that is a form of payment other than actual cash, such as a gift card or a trade.
Category - I think metabase is pulling in data for this column from different places. I am seeing a ‘General’ category, which is my only category for my companies. But I am also seeing impressions and slots, which I think it’s pulling in from the product categories page.
Channel – Channels are used for digital ads or digital media items, and function similar to positions for print ads. For example, being able to sell a digital ad on a home page. Any channels you have associated with this line item will display in this field.
Classification – Any service classifications you have configured will display in this column. These are items such as professional services, or maintenance. They are another way to group your services.
Created Date – The date that the order was first created.
Def Revenue – Any payments you have received in advance for work that is not yet finished will display in this column. For example, if you received a payment on an order for an issue that is coming out two months from now.
Digital End Date and Digital Start Date – If you have digital media products running, they will populate these columns with the start and end dates that you set up for the product.
Digital Units Price – The price per frequency. This could be price per CPM, CPC, CPF, CPD, or CPA.
Digital Units Actual -How many units you delievered. The actuals are either manually entered or pulled in from Google Ad Manager
Digital Units Sold – How many units of the digital media line item you sold in this order.
Discounts – Any discount that was added to the line item will display in this column.
Estimated Close Date – When creating an order, under the Forecasting section, you have the option to fill in the ‘Estimated Close Date’ field. If you choose to use this, that date will display in this column.
Event Date – If the line item is a service, the column will display either the event date or when the digital media product is set to run. If the line item is a print or digital ad, the event date is the same as the issue date.
Fee Type – If you added a fee to the order, such as a late payment fee, it will display in this column. This is based on your system configurations.
FieldFinance Approved Date – The date that the order was approved by your finance team.
GL Account - don’t know the difference between accounts and classes
GL Class - don’t know the difference between accounts and classes
Gross – The total value of the line item, before items such as discounts and fees have been accounted for.
Issue Date – The reporting date of the associated issue.
Line Item Key - Every line item in the system gets a unique identification number, which is created when you add an order.Net Cash – The total value of the line item after items such as discounts and fees have been accounted for.
No. Pages – If the line item is a print or digital ad, then this column will display how many pages the ad will take up, based on your configurations.
Order ID – Every order in the system gets a unique identification number. We recommend using the ID if you ever want to import data to an order or join a table to get more information about an order. IDs are much better ways to join than on name.
Orders URL – This link takes you to the chosen company’s orders tab.
Placement –What is the difference between this and a channel?
Position – Positions are used for print rate ads, and are specific locations in your publications that can be sold at a different price from a standard page, such as a back cover. Any positions you have associated with this line item will display in this field.
Probability - The likelihood of the sale, based on your confidence and pipeline configurations.
Quantity – Used for digital media products, this displays the amount of the product that will be run. What is the difference between this and digital units?
Rate Price - The dollar amount associated with the line item. This is dependent on the rate card you have associated, and is determined by size, color, position, frequency, etc.Rate Card – If you have a rate card associated with the item it will display in this column.
Revenue – Shows if the item is recognized.
Sales Rep – The user that made the sale.
Section – Used for print ads, sections are a broader area of a publication that an ad can be placed in. Any sections you have associated with the line item will display in this column.Sold Date – Is the sold date when it was client approved?
Territory - Territories and zones are ways to manage the areas that your publications will be distributed to. Any zones or territories you have associated with the order will display in this column.