Marketing metrics

Reference document for the ratios and metrics produced by the marketing metrics endpoint

The Marketing Metrics endpoint retrieves the marketing to revenue and marketing to expense metrics over one or more periods of time. These marketing metrics are calculated from accounting data. It is generated from data available on the customer's profit and loss statement.

Refer to the Assess reporting structure page for more detail on reports in Assess.

For Marketing Metrics, these are the dimensions and measures:

Dimensions

• Period
• Marketing metrics
• Metric inputs: displays only when showInputValues is set to true.

Measures

• Percentage
• Percentage change
• Value

Report Data

• Is structured based on dimension (index =“0”), i.e. Period.
• The endpoint will return marketing to expense and marketing to revenue metrics for each period.

View the Marketing Metrics formulas.

GET /data/companies/{companyId}/connections/{connectionId}/lending/accountingMetrics/marketing

Parameters

Parameter	Type	Description	Required
reportDate	string See Date	YYYY-MM-DD Datetime or Date (inclusive of the whole day).	Required
periodLength	integer	Based on the period unit provided. It must be positive, not zero and an integer.	Required
numberOfPeriods	integer	The number of periods to return. It must be positive, not zero and an integer.	Required
includeDisplayNames	boolean	Shows the dimensionDisplayName and itemDisplayName in measures to make the report data human-readable. Default is false.	Optional
showInputValues	boolean	If set to true, then the system includes the input values within the response. Default to false.

Data model

The response structure is split into four areas: Report info, Dimensions, Measures and Report data.

Report info

Field	Type	Description
name	string	"marketing_metrics"
displayName	string	"Marketing metrics"

Dimensions

Marketing metrics consists of these dimensions: Period, Marketing metrics and Metric inputs.

Dimension (index = “0”): Period

Field	Type	Description
displayName	string	"Period"
type	string	"datespan"
items	array See Dimension (index = “0”) items	Returns an array of “Period”. This is driven by the query parameter values. Ordered by latest to earliest periods.

Dimension (index = “0”) items

Field	Type	Description
displayName	string	"Period n"
start	string See Date	YYYY-MM-DD Date in which the period begins (inclusive).
end	string See Date	YYYY-MM-DD Date in which the period ends (inclusive).

Dimension (index = “1”): Marketing metrics

Field	Type	Description
displayName	string	"Marketing metrics"
type	string	"string"
items	array See Dimension (index = “1”) items	Returns an array of marketing metrics.

Dimension (index = “1”) items

Field	Type	Description
displayName	string	"Marketing metrics"
type	string	"string"
items	array See Dimension (index = “1”) items	Returns an array of marketing metrics.

Dimension (index = "2"): Metric inputs

This displays when the showInputValues is set to 'true'.

Field	Type	Description
displayName	string	"Metric inputs"
type	string	"string"
items	array Dimension (index = “2”) items

Dimension (index = "2") items

Field	Type	Description
value	string	"Operating income" or "Operating expense" or "Marketing expense". This shows when showInputValues is set to true in the user's query parameters.

Measures

Measures provide information about the measures contained in the report data.

The measure for this report is as follows:

Index “0” - Percentage

Field	Type	Description
displayName	string	“Percentage”
units	string	"%"
type	string	“percentage”

Index “1” - Percentage change

Field	Type	Description
displayName	string	“Percentage change vs previous period”
units	string	"%"
type	string	“percentage”

Index “2” - Value

Field	Type	Description
displayName	string	“Value”
units	string	The currency of the P&L.
type	string	“currency”

Report data

The report data combines multiple reporting dimensions and outputs the value of each combination. Each dimension reference is specified.

Since the report data is reflective of two dimensions and their measures, the tables below represent each component grouping.

Each object is grouped by dimension (index=“0”) which is the number of periods specified by the user in the query parameters.

Each period will be broken down into Marketing metrics, Metric inputs.

Components are nested within each other as below (grouped by dimension (index =“0”), i.e. Period).

components - “Marketing metrics", e.g. Marketing to expense
     components - “Metric inputs”, e.g. Operating expense

Components structure

Field	Type	Description
dimension	number	Index 1 and 2, see dimensions.
dimensionDisplayName	string	Shows when includeDisplayNames is set to true.
item	number
itemDisplayName	string	Shows when includeDisplayNames is set to true.
measures	See Measures in components

All components have the structure described in the Measures in components data model below.

Measures in components

Index “0” (percentage)

Field	Type	Description
measureDisplayName	string	“Percentage"
value	string	"%"

Index “1” (percentage change)

Field	Type	Description
measureDisplayName	string	“Percentage change" If the system can't calculate the percentage change, this object will not display.
value	string	"%"

Index "2" (value)

Field	Type	Description
measureDisplayName	string	"Value"
value	number

Example data

{
"reportInfo": {
  "name": "marketing_metrics",
  "displayName": "Marketing metrics"
},
"dimensions": [
  {
    "index": 0,
    "displayName": "Period",
    "type": "datespan",
    "items": [
      {
        "index": 0,
        "displayName": "Period 0",
        "start": "2021-03-01",
        "end": "2021-03-31"
      },
      {
        "index": 1,
        "displayName": "Period 1",
        "start": "2021-04-01",
        "end": "2021-04-30"
      }
    ]
  },
  {
    "index": 1,
    "displayName": "Marketing metrics",
    "type": "string",
    "items": [
      {
        "index": 0,
        "value": "Marketing to revenue"
      },
      {
        "index": 1,
        "value": "Marketing to expense"
      }
    ]
  },
  {
    "index": 2,
    "displayName": "Metric inputs",
    "type": "string",
    "items": [
      {
        "index": 0,
        "value": "Operating income"
      },
      {
        "index": 1,
        "value": "Operating expense"
      },
      {
        "index": 2,
        "value": "Marketing expense"
      }
    ]
  }
],
"measures": [
  {
    "displayName": "Percentage",
    "units": "%",
    "index": 0,
    "type": "percentage"
  },
  {
    "displayName": "Percentage change vs previous period",
    "units": "%",
    "index": 1,
    "type": "percentage"
  },
  {
    "displayName": "Value",
    "units": "GBP",
    "index": 2,
    "type": "currency"
  }
],
"reportData": [
  {
    "dimension": 0,
    "dimensionDisplayName": "Period",
    "item": 0,
    "itemDisplayName": "Period 0",
    "components": [
      {
        "dimension": 1,
        "dimensionDisplayName": "Marketing metrics",
        "item": 0,
        "itemDisplayName": "Marketing to revenue",
        "measures": [
          {
            "index": 0,
            "measureDisplayName": "Percentage",
            "value": 1.41
          },
          {
            "index": 1,
            "measureDisplayName": "Percentage change vs previous period",
            "value": -32.32
          }
        ],
        "components": [
          {
            "dimension": 2,
            "dimensionDisplayName": "Metric inputs",
            "item": 0,
            "itemDisplayName": "Operating income",
            "measures": [
              {
                "index": 2,
                "measureDisplayName": "Value",
                "value": 15964.55
              }
            ]
          },
          {
            "dimension": 2,
            "dimensionDisplayName": "Metric inputs",
            "item": 2,
            "itemDisplayName": "Marketing expense",
            "measures": [
              {
                "index": 2,
                "measureDisplayName": "Value",
                "value": 225.19
              }
            ]
          }
        ]
      },
      {
        "dimension": 1,
        "dimensionDisplayName": "Marketing metrics",
        "item": 1,
        "itemDisplayName": "Marketing to expense",
        "measures": [
          {
            "index": 0,
            "measureDisplayName": "Percentage",
            "value": 2.61
          },
          {
            "index": 1,
            "measureDisplayName": "Percentage change vs previous period",
            "value": -20.61
          }
        ],
        "components": [
          {
            "dimension": 2,
            "dimensionDisplayName": "Metric inputs",
            "item": 1,
            "itemDisplayName": "Operating expense",
            "measures": [
              {
                "index": 2,
                "measureDisplayName": "Value",
                "value": 8616.69
              }
            ]
          },
          {
            "dimension": 2,
            "dimensionDisplayName": "Metric inputs",
            "item": 2,
            "itemDisplayName": "Marketing expense",
            "measures": [
              {
                "index": 2,
                "measureDisplayName": "Value",
                "value": 225.19
              }
            ]
          }
        ]
      }
    ]
  },
  {
    "dimension": 0,
    "dimensionDisplayName": "Period",
    "item": 1,
    "itemDisplayName": "Period 1",
    "components": [
      {
        "dimension": 1,
        "dimensionDisplayName": "Marketing metrics",
        "item": 0,
        "itemDisplayName": "Marketing to revenue",
        "measures": [
          {
            "index": 0,
            "measureDisplayName": "Percentage",
            "value": 13.8
          },
          {
            "index": 1,
            "measureDisplayName": "Percentage change vs previous period",
            "value": 878.47
          }
        ],
        "components": [
          {
            "dimension": 2,
            "dimensionDisplayName": "Metric inputs",
            "item": 0,
            "itemDisplayName": "Operating income",
            "measures": [
              {
                "index": 2,
                "measureDisplayName": "Value",
                "value": 5362.39
              }
            ]
          },
          {
            "dimension": 2,
            "dimensionDisplayName": "Metric inputs",
            "item": 2,
            "itemDisplayName": "Marketing expense",
            "measures": [
              {
                "index": 2,
                "measureDisplayName": "Value",
                "value": 740.11
              }
            ]
          }
        ]
      },
      {
        "dimension": 1,
        "dimensionDisplayName": "Marketing metrics",
        "item": 1,
        "itemDisplayName": "Marketing to expense",
        "measures": [
          {
            "index": 0,
            "measureDisplayName": "Percentage",
            "value": 8.29
          },
          {
            "index": 1,
            "measureDisplayName": "Percentage change vs previous period",
            "value": 217.17
          }
        ],
        "components": [
          {
            "dimension": 2,
            "dimensionDisplayName": "Metric inputs",
            "item": 1,
            "itemDisplayName": "Operating expense",
            "measures": [
              {
                "index": 2,
                "measureDisplayName": "Value",
                "value": 8928.91
              }
            ]
          },
          {
            "dimension": 2,
            "dimensionDisplayName": "Metric inputs",
            "item": 2,
            "itemDisplayName": "Marketing expense",
            "measures": [
              {
                "index": 2,
                "measureDisplayName": "Value",
                "value": 740.11
              }
            ]
          }
        ]
      }
    ]
  }
]
}