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Screenshot: Adding a New Swap Deal


FieldDescription
GeneralNameDefine the name for the Swap Deal
Status

Specify the Swap Deal status. There are two options:

  • active
  • archive
Currency

Specify the Swap Deal currency

Client

Select the Client for the current Swap Deal

Note

Note that the Client and Account fields are mutually exclusive.


AccountSelect the Account for the current Swap Deal
Period SettingsPeriodIndicate a period in days or months for this Swap Deal
Start DateIndicate a start date for this Swap Deal

Items List tab

Inside of the Swap Deal entity, there are Items - the agreements on traffic volumes and pricing per destination. The Items are in the Items List tab of the current Swap Deal. This tab looks like this:

Screenshot: Items List tab

FieldDescription
General

Client

Displays the Client and its Account, with whom the deal was agreed upon
PeriodShows the period for the current Swap Deal
Update TimeLast time the system renewed information for this Swap Deal according to current statistics
StatusDisplays the current Swap Deal status
ProfitPlannedThe sum of inbound and outbound planned revenue
LiveThe sum of inbound and outbound live revenue
SalesShows profit according to current statistics and sales rates (counted like live volume * sales rate)
MarginIndicates the Swap Deal efficiency (counted like live profit - sales profit)
Inbound

Planned

Planned inbound revenue based on Swap Deal volume and price
LiveCurrent inbound revenue according to the statistics within the Swap Deal
ForecastForecasted end date with current speed (concerning inbound traffic)
ProgressProgress bar based on current inbound traffic
OutboundPlannedPlanned outbound revenue based on Swap Deal volume and price
LiveCurrent outbound revenue according to the statistics within the Swap Deal
ForecastForecasted end date with current speed (concerning outbound traffic)
ProgressProgress bar based on current outbound traffic
ItemsIDID of the Item
Direction

Item's direction:

  • Image Modified for inbound traffic;
  • Image Modified for outbound traffic.
DestinationDst Code or Code Name
RateIndicates the Swap Deal rate (first) and average sales rate (second) for the destination
Volume, minShows how much traffic from the planned amount is currently within the Swap Deal (Live Volume | Planned Volume)
RevenueShows how much you earned on a specific destination within the Swap Deal from the planned amount (Live Revenue | Planned Revenue)
Sales RevenueShows how much you would have earned on a specific destination without a Swap Deal agreement
Alert

Shows whether the Item's progress goes as planned. If the current traffic speed is insufficient to close the deal as planned, there will be a Image Modified sign. 

Run Rate, minCurrent speed of filling out the Swap Deal as per this Item (the first is the actual Run Rate, the second is the Required Run Rate)
Progress, %Item's progress

Edit Swap Deal tab

To edit the Swap Deal details, there is an Edit Swap Deal tab available. It has the following outlook:

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Screenshot: Adding a New Item

FieldDescription
GeneralDirection

Specify the traffic direction:

  • Inbound
  • Outbound
VolumeIndicate an expected volume for the swap deal item.
Code

Indicate a code of the item.

Note

Note that the Code and Code Name fields are mutually exclusive.


Code NameIndicate a code name of the item.
RatingRateIndicate a rate that you agreed upon with your partner.
Sales RateSpecify an average rate that would be applied if not for the swap deal.
ServiceSelect a service for this swap deal (calls, SMS, data).