CSMs can switch the Agency Markup toggle in the Campaign Performance section in order to view and export net and gross campaign metrics for agencies.
To understand this internal-only feature, you can either watch this demo or check the steps below:
Before Starting:
In order to have the Agency Markup toggle visible in Portal, keep in mind that the following criteria must be met:
In SFDC at the contract level:
- The Agency Discount % field is greater than 0
- The Agency is the bill-to account
In Portal Account Settings:
- Agency Account: The Account Type must be selected as Agency
- End Advertiser: Ensure the agency is included in Account Associations. If not, click Add Associations to add it.
How does it work?
1 - Navigate to the Reporting tab> Campaign Performance (a) section.
2 - In the search filter bar, enter the Agency account (b) in the Advertisers field.
3 - Locate the Agency Markup toggle (c) in the top-right corner of the report table after the search is performed. The toggle is also available across all tabs (Dashboard, Campaign, Line Items, etc).
Note that:
- By default, net metrics display.
- When gross values are enabled, the table column headers (e.g., Spend, ROAS, eCPM) automatically update.
4 - To export data, click the download icon (d) in the top-right corner. The CSV export will include a Markup Type column with values of Gross or Net per campaign.
Things to Note:
- If both agency and non-agency accounts appear in the search results, the toggle is shown but applies only to eligible agency campaigns
- Metrics shown differ by account type:
- Agencies: Net metrics by default; can toggle to view gross.
- Advertisers: Always view net metrics by default.