Pacing

A line is On track when its Daily pacing is within your tolerance of 100%, which is ±10% unless you change it. Above that it’s Ahead; below, Behind.

• Change the tolerance with On track within ± 10% at the top of the page: ±5%, ±10% or ±15%. It changes only these cut-offs.
• Pace counts through yesterday, so today’s partial spend never makes a line look behind.

Pace compares what’s been spent with what should have been spent by now. Daily pacing is Spend CTD ÷ Target so far, both counted through yesterday.

• A day’s planned amount is the month’s budget spread evenly over its days, unless you set a daily target or a day plan.
• With a daily target, pace follows the daily target, and Budget left still follows the budget.
• On Daily and Daily (campaign cap) lines, Today's target adds “put this in the platform today”.
• Platform, region and Grand total rows, the Breakdown and the cards at the top add up budget, spend and target first, then work out pace from those totals.
• Totals show pace as how far off it is, such as “-23%” or “+15%”.

Each month of a line has one budget. It comes from the line’s media plan, from an amount you type, from a monthly shape plan or, if none of those exist, an even split of the flight total.

• A plan or typed budget beats a shape plan, which beats an even split.
• Even split for a month = flight total × the flight’s days in that month ÷ the flight’s total days.
• When any line uses an even split, a banner says how many campaigns have no monthly budget in their media plan. Confirm or change those before trusting the numbers.
• Every change is saved as a new entry, so earlier amounts stay in Budget history. Budgets can’t be deleted; enter a new amount instead.
• In Pacing, the only way to add a line is to give a budget to a campaign that’s spending without one.

A line shows when it has a budget for the period you’re viewing. Spend counts only from the platform campaigns matched to it, within its flight dates.

• It belongs to a client in your Client Access.
• In This month, its flight overlaps the month you picked, and that month has a budget: a plan or typed budget, a shape plan, or a flight total to split.
• In Whole flight, at least one of its months has a budget.
• It passes your filters: client, platform, region, search, and any Breakdown row you clicked.
• Spend counts from a campaign only when it’s on the line’s platform and matched to the line, and only on days within the flight, through yesterday.
• A platform campaign that spent this month but isn’t matched to any line shows as a row with an empty, highlighted budget box. Fill it in to start pacing it.
• A line with no matched campaigns shows $0 spend. You can’t match campaigns to an existing line in Pacing.

Owners and Admins can enter a margin on The Trade Desk lines. Profit is the line’s budget × its margin, not its spend.

• The Margin column group appears only to Owners and Admins, and only when a Trade Desk line is in view.
• Type the margin as a whole percentage, such as 20 for 20%.
• Profit = budget × margin, using the month’s budget in This month and the flight total in Whole flight.
• Managers and Specialists don’t see margin or profit, and can’t save a margin.
• The Excel export doesn’t include margin or profit.

Pacing covers 12 months back to 6 months ahead, counts spend through yesterday in your agency’s timezone, and has no way to delete budgets or lines.

• The month picker goes 12 months back and 6 months ahead. The Budgets grid shows last month through 6 months ahead.
• Spend runs through yesterday. “Today” follows your agency’s timezone, America/New_York by default, and there’s no setting for it in Orbit.
• Budgets can’t be deleted, only replaced with a new amount.
• There’s no way to remove a line, hide an unmatched campaign, or match a campaign to an existing line.
• The trend chart covers 5 months back to 2 months ahead and counts only plan or typed budgets. Months on an even split or shape plan count as $0 there.
• Months and days that have started are locked from replanning unless you tick the option to replan them.
• The Excel export has no margin, profit or impression columns.

A System Role sets what someone can change in Orbit. Owners and Admins can do almost everything. Managers and Specialists work on plans, reports and pacing, and can view clients and connections without changing them.

Owner and Admin have the same permissions, with three exceptions. Only an Owner can make someone an Owner. The last Owner can’t be demoted or removed, so your agency always has one. And only an Admin can choose a client’s Trade Desk advertiser and push to The Trade Desk.

A System Role decides what someone can do. Which clients they can see is set separately, in their Client Access.

Your client sees the Performance view in their portal, AI reports you’ve approved, and custom reports you’ve shared. Creative Score, Sales, BI dashboards and Pacing are for your team only.

• The strip above each view says which it is: “This is the report {client} sees in their portal.” or “Agency only.”
• The client’s reporting goal decides which metrics their Performance view shows.
• A portal page shows only while it’s switched on for that client in Settings › Client Navigation: Documents for AI reports, Reports for custom reports.