Sales and Revenue Terminology - Thoughtspot

Business Term	Definition
Affiliate	Internal, Agora business name
Affiliate Category	Business genre of the affiliate (Financial or Health)
Affiliate Region	The geographical region where the affiliate is located
Affiliate Sub ID1	3rd Party URL Tracking Variables. Usually used by HasOffers/Cake/EverFlow to pass back unique variables associated with an order to 3rd party vendors.
Affiliate Sub ID2	3rd Party URL Tracking Variables. Usually used by HasOffers/Cake/EverFlow to pass back unique variables associated with an order to 3rd party vendors.
Affiliate Sub ID3	3rd Party URL Tracking Variables. Usually used by HasOffers/Cake/EverFlow to pass back unique variables associated with an order to 3rd party vendors.
Affiliate Sub ID4	3rd Party URL Tracking Variables. Usually used by HasOffers/Cake/EverFlow to pass back unique variables associated with an order to 3rd party vendors.
Affiliate Sub ID5	3rd Party URL Tracking Variables. Usually used by HasOffers/Cake/EverFlow to pass back unique variables associated with an order to 3rd party vendors.
Affiliate Sub ID6	3rd Party URL Tracking Variables. Usually used by HasOffers/Cake/EverFlow to pass back unique variables associated with an order to 3rd party vendors.
AutoDelivery on Order	Does the order have auto-delivery (ADS) enabled? Typically used for product orders
Average USD Per Unit	Order Value/Number of Units
Batch Order Status	OSM Status. Did the order make it through OSM to Advantage? ex. Activated=made it to Advantage, Deleted=deleted per OSM rules, Errored=error or issue with the order. Please not that activated does not mean that the order was paid, just that it made it to Advantage.
Batch Order Status Reason	Subcategories of batch order status
Batch Orders	Orders that were successfully batched to OSM. Raw demand for the item/promotion.
Batch Revenue	The revenue associated with the batch orders. This is sourced from the "orderData" data source, which is the same data source as the Zambezi and IRIS "batch". The "orderData" table is built from OSM in Advantage, and contains orders that may not ultimately get paid. This is reported in local, native currency. (For USD, use the Batch Revenue (USD.))
Batch Revenue (USD)	The Batch Revenue converted to USD. USD conversion rates are updated once a year from this source: https://protect-us.mimecast.com/s/uzOkC5y3EGsGxzh8qFKK?domain=xe.com
Billing Code	Billing Code, IE Billing Key Code is on ARPPDH and is populated when the CC Decline Advantage process runs, the ARP310. It's a indicator used by the renewals team to separate out efforts in Blueshift.
Channel	Refers to the marketing channel or means of promotion. It is determined by the first position of the promo code.
Channel Category	Refers to the category that a channel belongs to (renewal, online internal, online external, etc.). To see the full grouping, layer in channel into your search bar.
Channel Type	A designation made by D&A to group specific channels together by Renewal, Free Acquisition, or Acquisition. To see the full grouping, layer in channel into your search bar.
Chargeback Amount	A subset of the refund amount that shows refunded money associated with chargebacks.
Chargeback Flag	Identifies if a transaction has been categorized as a charge back.
Chargebacks	A subset of Refund Transactions that shows the number of chargebacks only
City	City of the customer designated on the order form.
Commission Type	Used by telesales to catergorize the sales between inbound, outbound, etc.
Commission Type 1	Used by telesales to differentiate between commisionable sales, credit declines, and parr.
Company Name	Company name of customer designated on the order form.
Control Group	Defined in Advantage, batches transactions together. Example being control group associated with a particular customer service agent, telesales rep, etc.
Copywriter 1	Associated with the (original) promo code, this identifies the copywriter listed in the CW1 field; for all channels except A this will be the same as promo code CW fields. For A codes, will reflect the copywriter of the original promotion and can be used to capture PARR payments. Defined in IRIS and Advantage.
Copywriter 2	Associated with the (original) promo code, this identifies the copywriter listed in the CW2 field; for all channels except A this will be the same as promo code CW fields. For A codes, will reflect the copywriter of the original promotion and can be used to capture PARR payments. Defined in IRIS and Advantage.
Copywriter 3	Associated with the (original) promo code, this identifies the copywriter listed in the CW3 field; for all channels except A this will be the same as promo code CW fields. For A codes, will reflect the copywriter of the original promotion and can be used to capture PARR payments. Defined in IRIA and Advantage.
Country	The Country identified in the Bill-To Address on the order form
Creative Code	Indicates the specific promotional creative that was associated with the promo code.
Credit Policy	Refers to a refund policy attached to a promotion code
Cross Sell Item Batch Orders	Batch Orders where the item was the cross sell. The cross sell/ upsell/ main designation is (mainly) sourced from the offer set up as defined in IRIS.
Cross Sell Item Batch Revenue	Batch revenue associated with the cross sell item.
Cumulative Gross Orders (Transaction Date)	This uses a ThoughtSpot formula (cumulative_sum) to show the accruing number of Gross Orders. In order to use this formula, you must use a date field in your search. For example, try searching: Cumulative Gross Orders (Transaction Date) This Month Day of Month. Use the line chart graph type.
Cumulative Gross Revenue (Transaction Date)	This uses a ThoughtSpot formula (cumulative_sum) to show the accruing Gross Revenue. In order to use this formula, you must use a date field in your search. For example, try searching: Cumulative Gross Amount (Transaction Date) This Month Day of Month. Use the line chart graph type.
Cumulative Gross Revenue (USD) (Transaction Date)	This uses a ThoughtSpot formula (cumulative_sum) to show the accruing Gross Revenue in USD. In order to use this formula, you must use a date field in your search. For example, try searching: Cumulative Gross Amount (USD) (Transaction Date) This Month Day of Month. Use the line chart graph type.
Currency	The currency that was used to purchase the current subscription.
Customer First Name	Customer first name designated on the order form.
Customer Last Name	Customer last name designated on the order form.
Customer Number	The code that uniquely identifies the customer account in Advantage.
Customer Phone Number	Customer phone number designated on the order form.
Days to Refund	Only populated on refunds and it is the days between the refund and the original order date (sourced from circbase). You can use this to see how many days after the original order the refund came in.
Delivery Method	Delivery method of subscription.
Freight	Cost to ship out products/items.
GL Host 1 Account	Accounting code that indicates the org that hosted a promotion. Indicates if it is an internal rev share, cross affiliate rev share or intra affiliate rev share. Derriverd from comparing department of parent department and host department in circbase.
GL Host Department	For a revenue share deal, whoever was defined as the host on the promo code/effort. Often times this is the owner of the list.
GL Host2 Deparment	For a revenue share deal, whoever was defined as the host2 on the promo code. This is often time used for internal splits among the same affiliate.
GL Parent Account	Accounting code that indicates the org. of the parent owning the item sold. Driven by item and channel (sometimes timing - PARR), identifiing PARR, renewal, maintenance fee, frontend, backend, etc.
GL Parent Department	For a revenue share deal, whoever was defined as the parent on the promo code/effort. Often times this is the owner of the item.
GL Parent Reporting Group Name
GL Parent Split Account	Counterpart of host account - parent you will have an expense, host you will have revenue
GL Period Close	Month the period was closed in circbase - hard close
Gross Orders	Orders that were paid. This is sourced from Circbase, our accounting database.
Gross Revenue	Revenue from every paid order. This is sourced from Circbase, our accounting database. Includes freight.
Gross Revenue (no freight)	Formula: Gross Revenue - Freight
Gross Revenue (USD)	Revenue from every paid order converted from native currency (if applicable) to USD. This is sourced from Circbase, our accounting database. Includes freight.
Invoice Number	A unique identifier of a payment or refund.
IP Address	IP address that was captured for orders placed online.
IRIS Ad Cost	Any ad cost entered into IRIS.
IRIS Advertisement	IRIS Advertisements are associated with the promotion code. A single Advertisement can have multiple promo codes associated with it. Keep this in mind if you are doing analysis by Advertisement only.
IRIS Campaign	This word / phrase can be used to represent your promotional campaigns. IRIS Campaigns are values you can use to represent your promotional campaigns.
IRIS Destination	This indicates whethere the promotion was being run.
IRIS Effort Tag Name	IRIS Effort tags associated with the promotion code. A single promo code can have multiple Effort Tags associated with it. Keep this in mind if you are doing analysis by Effort Tag only.
IRIS Effort Type	Details a higher level category of the effort. For example, the effort can be a space ad, banner ad, dedicated, editorial mention, etc.
IRIS Offer Name	Name of the offer creative in IRIS.
IRIS Page 1	Similar to Creative Code, this pulls from IRIS and generally describes the specific promotional creative that was associated with the effort. The "Mailing" here indicates that this is the IRIS Page1 associated with the Mailing. Using this version of the IRIS Page1 will return mailing results where this IRIS Page1 was used.
IRIS Placement Name	Pulled from IRIS, this details the placement of an effort. For example, for a space ad, it can be a top, middle or bottom ad. The "Orders" here indicates that this is the IRIS Placement Name associated with the actual orders taken through the mailing. Using this version of the IRIS Placement Name will return results for individuals who ordered on a promotion with this IRIS Placement Name.
IRIS Promotion Link	The multi-variate link associated with the promotion code.
IRIS Row Color	A free-form field in IRIS that can be used for categorizing specific efforts. This field can be associated with multiple promo codes. Keep this in mind if you are doing analysis by Row Color only.
IRIS Segment	This pulls from IRIS and provides description about what segment of the eLetter was targeted for the effort. Those could be selections (example: give me all actives of a given pub), suppressions or exclusions (example: exclude those who purchased within the last 3 months).
IRIS Spend Option	Fixed Cost, Cost per Order, Revenue Share, Cost per Name
IRIS Subject Line	This is generally the subject line used for mailings. While there is always a subject line for a mailing, the IRIS Subject Line might not always be populated in IRIS.
IRIS Testing Group	Users can setup test groups in IRIS to test different parts of an effort.
IRIS Testing Group Category	A way to organize the different test groups in IRIS.
IRIS Testing Sub Group	A more granular way of testing an effort.
IRIS Tree Name	IRIS Trees are associated with the promotion code. A single Tree can have multiple promo codes associated with it. Keep this in mind if you are doing analysis by IRIS Trees only. Name of the funnel.
Issues Per Year	How often do customers recieve issues on a yearly basis. ex. Once, Quarterly, every 6 months, etc.
Item	Item is a generic term for what was sold. Defined in Advantage, it can be a publication, service, one-off sale of a book, report, supplement, etc.
Item Package Code	Typically used for bundles where 2 or more items are being sold as a part of a 'package'. These bundles of items are lumped into one unique item code called a 'item package code'.
Item Type	Agreement, Product, Publication.
Member Category	The two character code that uniquely identifies the membership category/level of the membership and the name/description of that category.
Member Org	Membership level for a subscription.
Merchant ID	Used for credit card processing.
Net Host 1 External Amount	The net revenue that was split to another business. This is the same as the "Host External Split Revenue" in the Sales and Revenue data set. Pulls from Host 1 field.
Net Host 2 External Amount	The net revenue that was split to another business. This is the same as the "Host External Split Revenue" in the Sales and Revenue data set. Pulls from Host 2 fields.
Net Host Internal Amount	The net revenue that was split to another department in the same business. This isi the same as the "Host Internal Split Revenue" in the Sales and Revenue Data set.
Net Parent Amount	The net revenue that was retained by the parent department.
Net Revenue	Formula: Batch Revenue + Refund Amount ( This is reported in local, native currency. For USD, use the Net Revenue (USD) measure.)
Net Revenue (no freight)	Formula: Batch Revenue + Refund Amount ( This is reported in local, native currency. For USD, use the Net Revenue (USD) measure.). Net Revenue - Freight
Net Revenue (USD)	The Net Revenue converted to USD. USD conversion rates are updated once a year from this source: https://protect-us.mimecast.com/s/uzOkC5y3EGsGxzh8qFKK?domain=xe.com
Non-Monetary Flag	Indicates whether the transaction was a monetary transaction or not.
Offer Code	An offer code groups together all of the components in an offer. The offer code is attached to a promo code.
Offer Type	Mainly sourced from IRIS, this designates if the item + promo choice + promo code combination was the main offer, upsell offer, or cross sell offer. (Fallback logic: If not defined in IRIS, uses the item code on the promo code in advantage to define primary and everything else is a cross sell - If that's also not possible, then we rank the orders and whatever got the most orders is the primary item.)
Order Number	Created in Advantage, this is a unique identifier for the order.
Owning Org	The three character code that indicates the business that owns the publication
Payment Method	Method the customer paid with. Ex. Cash, Check, Debit.
Price (Batch)	Price point of the item on the order.
Price (Gross)	Price point of the item on the order.
Primary Item	Because most of our efforts are geared to sell one main/primary item and then using the one-click upsell or cross sell features to add other items to the cart, the logic we use to derive Primary Item is the following hierarchy: Use the product associated with the IRIS effort Look for valid value in the Item Number (ITM-NUM) field on CPNPMO in Advantage Looking at all the orders for a given promo code in BI data, give Primary Item status to the item with the most orders against it
Primary Item Batch Orders	Batch orders for the primary item.
Primary Item Batch Revenue	Batch revenue for the primary item.
Product Refund Reason	Reason given on the refund - limited to product refunds only
Promo Acq Method	Identifies the media outlet where customers are acquired for the promotion.
Promo Campaign	A Campaign is a grouping of Promotion Codes. Typically, Campaign Code is used to group together all Promo codes for a given offer for a given product in a given month and channel. This field includes both the Campaign Code and the description of the code.
Promo Choice	What choice the customer selected on the promo.
Promo Code	The Promo Code ties together and represents all critical attributes of a marketing effort for analysis, including the offer, creative, list, ad costs, copywriter, etc.
Promo code CW1	Associated with the (original) promo code, this identifies the copywriter listed in the CW1 field; defined in iris and advantage
Promo code CW2	Associated with the (original) promo code, this identifies the copywriter listed in the CW2 field; defined in iris and advantage
Promo code CW3	Associated with the (original) promo code, this identifies the copywriter listed in the CW3 field; defined in iris and advantage
Promo Code2 (for PARR)	Second promo code field which is used to tie PARR (on an A code) back to the original promotion
Promo Desc 1	Description for the promo code
Promo Desc 2	Description for the promo code
Promo Mail Date	This is the date that the promo code was created.
Promo Selection	This freeform field provides description about what segment of the List was targeted for the effort. Those could be selections (example: give me all actives of a given pub), suppressions or exclusions (example: exclude those who purchased within the last 3 months).
Pub Type	Refers to what the publication is generally designed to do. Frontend publications are lower priced (under $100 annually) and designed to be used on the frontend to bring in or acquire the subscriber. Backends are higher priced (over $1,000) and used to monetize customers.
Refund % (Cash flow transactions)	Your cashflow refund % so the number of refunds trasnactions taken divided by the gross orders
Refund % (Cash flow)	Your cashflow refund % so the amount tied to refund transactions taken divided by the gross revenue
Refunded Revenue	Revenue associated with refunded transactions. Includes freight.
Refunded Revenue (no freight)	Revenue associated with refunded transactions (excluding freight).
Refunded Revenue (USD)	The Refund Amount converted to USD. USD conversion rates are updated once a year from this source: https://protect-us.mimecast.com/s/uzOkC5y3EGsGxzh8qFKK?domain=xe.com
Refunded Transactions	Count of orders that have been refunded. This is sourced from circbase, our accounting database, which is the same data source as the Revenue Analysis Dashboard, and all "Accounting" reports in Infobase, like the Transaction Export Utility.
Response Type	How the customer reponded to the effort
Salesman ID	Code that represents the agent that placed the order
State	State associated with the order
Sub Type	Category that the subscription type falls in
Tax	Tax collected on the order
Tax Commodity Code	Advantage will use the commodity code to determine tax-ability for cancellations and refund calculations. Specific to domestic publications
Term Length	The term length of the subscription sold
Transaction Date	Date the transactions took place - can reflect the date of the batch transaction, the gross transaction, or the refund transaction.
Transaction Description	Detail description of transaction type
Transaction Type	Identifies if the transaction was a purchase or a refund - pulled from Circbase
UNC Source Code	source code for agora centralized marketplace
UNC Source Dept Code	Source code for agora centralized marketplace
UNC Source Owning Org	Source code for agora centralized marketplace
UNC Source Primary Item Code	Source code for agora centralized marketplace
Unique Count Customer Number	Source code for agora centralized marketplace
Units (Batch)	How many items were batch orders
Units (Gross)	How many items were gross orders
Units (Refund)	How many items were refunded
Units Purchased per Order	How many of each product was purchased per order
Upsell Item Batch Orders	List of batch orders that were upsell.
Upsell Item Batch Revenue	Revenue from all batch upsell orders.
Vendor	The list or source where the product was promoted. This can be an internal or external email list, a web site, a radio station, a rented list of names for direct mail, etc. List can be defined in many disparate ways across applications. Here is the hierarchy in which List is displayed: IRIS List in the Effort set-up (IRIS Media Outlet) Advantage CPNPMO Internal List (LIST-CDE) Advantage CPNPMO External List (LST-ID)
Vendor (Advantage Only)	This is the advantage list name and is not sourced from IRIS.
Vendor System Name	The system that was taking the order (wmc/opium/advantage)
Verified Flag	Indicates whether the order has been verified by accounting.