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How to Add Your Agency Markup Using Custom Metrics
How to Add Your Agency Markup Using Custom Metrics

How to implement PPC Markup in Swydo

Updated over a month ago

PPC (Pay-Per-Click) Markup is a common practice for agencies to add their fees to the total ad spend.

Swydo’s Custom Metrics feature allows you to easily add a PPC Markup to your client reports.

Give your clients clear, detailed cost breakdowns and streamline your reporting process.

Here's a step-by-step guide on how to implement PPC Markup with Swydo.

Understanding PPC Markup

Before we begin, it's important to understand what PPC Markup is:

  • PPC Markup is the additional fee an agency charges on top of the actual ad spend.

  • It's usually calculated as a percentage of the total ad cost.

  • For example, if your agency charges a 20% markup on a $1000 ad spend, the total cost to the client would be $1200.

Steps to Implement PPC Markup in Swydo

Step 1: Access Custom Metrics

First, log into your Swydo account and navigate to the report where you want to add the PPC Markup.

  1. Find a cost-related widget (e.g., ‘Cost’ or ‘Total Ad Spend’)

  2. Click the wrench icon to edit.

Step 2: Open Metric

  1. After clicking the wrench icon, the ‘Widget settings’ side-panel window will open

  2. Click on the ‘Metric’ option to open the metric edit screen

Step 3: Open Custom Metrics

  1. Next you’ll see the ‘Metric’ editor

  2. Click on "Custom metrics" to open the Custom Metrics Manager

Step 4: Add Custom Metric

  1. Click ‘Add custom metric’ to open the Custom Metrics Editor

Step 5: Set Up Your PPC Markup Metric

  1. Give your metric a unique name (e.g., "Cost + Markup").

  2. Under "Create formula" click on "Add metric"

  3. Search for the metric that you want to customize e.g. "Cost"

  4. Click on the metric you want to work with

Step 6: Create Your PPC Markup Formula

  1. Create your formula:

    1. Start with the original cost metric (e.g., "Cost").

    2. Multiply it by (1 + your markup percentage).

    3. For example, for a 20% markup, your formula would be: Cost * 1.20

Step 7: Save and Apply

  1. Save your new custom metric.

  2. Choose how to apply this custom metric

    1. Checked: Custom metric is specific to the current data source and client only

    2. Unchecked: Custom metric is available across all clients that use the same data integration

  3. Your new PPC Markup metric will now appear in the list of available metrics

Step 8: Add to Widgets and KPIs

  1. You can now use this new metric in any relevant widget or KPI in your reports.

  2. Add it to existing widgets or create new ones to showcase the marked-up costs.

Tips for Using PPC Markup in Swydo

  • Consistency: Use the same markup calculation across all relevant reports for a client.

  • Transparency: Consider creating a widget that shows both the original cost and the marked-up cost for clarity.

  • Customization: You can create different markup metrics for different clients or data connections if needed.

  • Templates: Once you've set up a report with PPC Markup, consider saving it as a template for easy reuse.

Benefits of Using Custom Metrics for PPC Markup

  1. Flexibility: Easily adjust markup percentages as needed.

  2. Integration: Seamlessly incorporate your agency fees into comprehensive reports.

  3. Professionalism: Present clients with clear, all-inclusive cost figures.

  4. Efficiency: Automate the markup calculation process across all your reports.

Still need help after reading this article?

Please explore our help center further or reach out to our support team (support@swydo.com).

You can also schedule a demo to get an answer to all your questions.

Happy reporting,
The Swydo Team

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