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Configure Agency Markup

AgencyAnalytics lets you add your agency's margin percentage to each paid ads integration, so you can show the total cost in a report while keeping your base cost private.

Written by AgencyAnalytics Team


Agency Markup

Agency Markup adds your agency's margin to each paid ad integration. You can set a separate markup for each integration at the account level and for individual Clients, then choose whether it shows on your dashboards and reports.

  • Set a markup percentage that applies to every Client in your account

  • Override the account-wide markup for a single Client

  • Show or hide Agency Markup on paid ad integration dashboards

After you configure Agency Markup, it turns on automatically for new widgets. Widgets you created earlier won't update automatically, so you'll need to open each one and set Agency Markup to Show.


Configure Account-Wide Agency Markup

Set a markup that applies to every Client in your account.

Step 1: Click your user icon in the lower left corner, then click Settings in the dropdown menu.

Step 2: Click Agency Markup in the settings page menu.

Step 3: Set a markup percentage for each paid ad integration.

Your account-wide markup applies to all Clients. If you set a different markup for an individual Client, that Client-level setting overrides the account-wide one.


Configure Client-Level Agency Markup

Set a markup for a single Client that overrides your account-wide markup.

Step 1: On the Client page, click a Client to open the Client Profile, then click Client Settings in the upper right.

Step 2: Select Agency Markup from the settings page menu.

Step 3: Change the markup percentage for each paid ad integration and click Save.

You can delete the Client-level markup to revert to account-wide markup. If you want to apply no markup within a Client, enter 0 (zero) as the Client-level markup.


How to Calculate a Markup

It's easy to mix up the commission you charge with your Agency Markup, so here's the difference.

A markup creates a profit margin by adding a rate increase to your Client's PPC ad spend. Your commission is a percentage of the total cost (ad spend + markup).

Here's a quick example. Say you spend $1,000 on PPC ads for your Client and add a 50% markup:

  • Markup amount: 1,000 x 0.5 = $500

  • Total cost to your Client: $1,000 + $500 = $1,500

  • Your commission: $500

  • Your commission rate: 500 / 1,500 = 33%

So in this example, the markup is 50%, but the commission is 33%. If you want to charge that same Client a 50% commission, you'd add a 100% markup.


FAQ

Why isn't Agency Markup showing on my older widgets?

Agency Markup turns on automatically for new widgets once it's configured. For widgets you created earlier, open each widget and set Agency Markup to Show.

How do I remove markup for a single Client?

Delete the Client-level markup to revert to your account-wide markup. To apply no markup at all within a Client, enter 0 (zero) as the Client-level markup.

Who can show or hide Agency Markup on a dashboard?

Admin and staff users can toggle Agency Markup on or off in each paid ad integration dashboard. The setting is remembered per user, per Client.

Which metrics does Agency Markup apply to?

Agency Markup only applies to spend- and cost-based metrics, such as ad spend, CPC, and CPM. It doesn't apply to all metrics in a paid ads integration — only those tied to cost.

Can my clients see the Agency Markup percentage?

No. Client users don't see the option to show or exclude markup, and they won't be able to tell that a markup has been applied to the data they're viewing.


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