Seller Training Level 2

Quick View Overview

• Default: Current month

• Adjust time with filter (cone icon)

• Filter by:

  • Business Unit

  • Account

  • Agency

• Save Views for easy reuse

Tabs in Quick View

Business Units
Compare this year vs. last year booked
Toggle metrics (e.g., hide Precision Ending)

Budget Categories
Breakdown by category: Digital, Spot, Other
Includes Pending, AR, “To Go” values

Product Categories
View by vertical (e.g., Auto Dealers)
Details: Booked, Pending, Pacing, Aging
Click for account-level insights

Account Categories
View billing by Key, Secondary, etc.

Accounts
Shows:

• LY vs TY billing

• Aging, AR, Pending

• “Same Day Last Year” metric (after 1 year)

Agencies
Agency-level financials
Note: Accounts must be linked to agencies

Budgets
12-month AE view
See secondary budgets (if set)

Deep Dive: Product Categories

• Click figures for drill-downs

• See TY vs LY spend by account

Billing Overview

• Custom time frame

• Save view for future use

• Aging Report also found on:

  • Homepage

  • Sales Analysis

  • Individual Accounts

Exporting Reports

Export Tab = Main hub

• Report: Monthly Billing

• Set time range

• Filter options:

  • Pending (default: No)

  • Non-billing accounts (No)

  • Agencies & Direct Business

  • Budgets (Yes)

Display Options:

• Columns, Grouping (e.g., by BU or Account)

• Sort by totals or alpha

• Subtotal by budget

Excel Output:

• Grouped & subtotaled

• 12-month YOY breakdown

• Side-by-side monthly view

Report Templates & History

• Save reports as templates

• View recent reports on homepage