23 articles Finance and reporting

Everything you need to know about financial processing

Overview This article explains the process for running your finances though the platform. It covers requirements, rating, validation, partner and advertiser billing and finally, finance as a service, i.e. banking. Requirements Billing mode Every advertiser on your platform has a billing mode, which is defined in the financial settings. The billing mode defines whether and,…

How to use the traffic overview

Getting started Make sure you are logged in to your admin UI. Click on ‘analytics’ in the main navigation menu and proceed to click on ‘traffic overview’ in the subnavigation menu. What does this report show you? General overview Basically, the traffic overview offers you insights in the distribution of different KPIs across your tracking…

How to generate an account balance export file

Before you start The account balance feature allows you to export an overview of key financial data of your advertisers or partners, including the account balance at the beginning and the end of the period you select. In other words, your will get an overview of the financial flow on your platform. Please note the…

How to use the customer journey patterns report

Getting started Make sure you are logged in to the admin UI and click on ‘analytics’ in the main navigation menu. Proceed to click on ‘customer journey patterns’ in the sub-navigation. What does this report show you? As the name already suggests, the customer journey patterns report allows you to recognize patterns in the customer…

Getting started with finance

Overview This article introduces you to the finance related features in your admin UI. You can find the finance related features by clicking on ‘finance’ in the main menu. If you do so, you will find the following sections: Conversions Import/export Manual conversion Advertiser billing Partner billing All of these sections are briefly explained further…

How do I manage baskets?

Before you start Please note this article is only relevant when basket tracking has been activated for your advertiser program. Basket tracking allows you to see the content of all the basket positions belonging to a conversion and all the data related to it: product name, product ID, category, price, quantity, order amount and commission…

How to validate conversions and baskets in bulk

Before you start Of course, you can validate all the conversions your partners generate manually. However, in most cases, you will be looking for an automated solution. The good news is the platform supports such a solution. All you have to do is export the conversion data in a file, compare this data with your…

How do I manage the billing of my partners?

How does the billing work? When you have validated the conversions of an advertiser, partners are entitled to be paid commission. Partners do not have to invoice the advertiser to receive this commission. Instead, the system will create so called self-billed invoices or payout entries which define how much commission partners are entitled to receive.…