All guides, by feature
Enter a margin to see profit
On a Trade Desk line, Owners and Admins can type a margin percentage. Orbit shows profit as budget × margin.
Before you start
- Who can do this
- Agency Owner or Admin
- You need
- A line on The Trade Desk.
- Where in Orbit
- Sidebar › Workspace › Pacing
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Pacing with a Trade Desk line in view.
Under Columns, press Margin to show the margin columns.
Click the line’s cell and type a whole percentage, such as 20.
Press Enter. Profit shows the budget × your margin.
When it worked
The [[Margin]] cell shows your percentage and [[Profit]] shows the amount.
If something goes wrong
There’s no Margin column.
It shows only to Owners and Admins, and only when a Trade Desk line is in view.
Profit looks too high.
Profit uses the budget, not what’s been spent so far.
How it works
Explainer: Margin and profit
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.