Ratecard Optimizer Features

Ratecard Optimizer

Features

Powerful Insights

In-depth analysis for rate card analysis

Agency rate cards determine what you pay for every hour, every deliverable, every project, yet many marketing teams accept them at face value. Are these rates fair? Are they consistent across the roster? Are senior rates being charged for junior work? Ratecard Optimizer turns rate cards from forgotten contract attachments into a benchmarked, comparable, queryable view of your entire portfolio.

A clear, top-down view of what you’re paying every agency, mapped to standardized roles across your portfolio.

⚙️ Cross-agency rate comparison

⚙️ Rate variance by role & seniority

⚙️ Year-on-year rate trends

⚙️ Cross-market rate variance

AI-generated analysis that flags rate anomalies, surfaces negotiation opportunities, and tracks trends across your portfolio.

⚙️ Executive summary

⚙️ Rate anomaly detection

⚙️ Negotiation opportunity flags

⚙️ Action-plan recommendations

Low Friction

Fast to deploy and easy to use

Ratecard Optimizer is designed to do one thing and do it exceptionally well. Get rate cards out of contract attachments, mapped to a standardized role taxonomy, and ready to compare across your roster in days, not months.

Capture and standardize every rate card in your roster without spreadsheet wrangling.

⚙️ Import from spreadsheet or PDF

⚙️ Auto-map to a standard role taxonomy

⚙️ Multiple compensation models

⚙️ Cost-plus & overhead configuration

An approval and review experience that matches how your organization actually works, with full visibility on every change.

⚙️ Side-by-side renewal review

⚙️ Configurable approval workflows

⚙️ Automated stakeholder notifications

⚙️ Full audit trail on every change

Flexible Set-Up

Configure to suit your organization

For more advanced requirements, you control the role taxonomy, compensation models, and reporting structure: by agency, holding company, region, brand, or seniority level. Multi-currency, multi-market, multi-model, configured exactly your way, no compromises!

Customize your rate card content to match your organization’s role taxonomy and compensation methodology.

⚙️ Custom role & title taxonomies

⚙️ Configurable compensation models

⚙️ Multi-currency support

⚙️ Multi-market rate variants

Configure reporting to exactly match your company’s commercial structure and rate hierarchy.

⚙️ Agency, firm, supplier, HoCo

⚙️ Global, region, country, office

⚙️ Role, level, seniority, capability

⚙️ Category, sub-category, discipline

Ratecard Intelligence

Explore, compare and prepare

Powerful analytics to explore and compare rates, roles, and markets across your entire portfolio. Walk into renewal negotiations with the data already on your side, and turn QBR rate-card conversations from defensive to strategic.

Understand and present your rate-card data with high-quality visualizations.

⚙️ Gap, benchmark, year-on-year

⚙️ Cross-portfolio rate distribution

⚙️ 2-dimensional heatmaps

⚙️ Bar, table, donut, trend

Explore your rate-card data your way with powerful reporting.

⚙️ Advanced configured filters

⚙️ Fast, intuitive data exploration

⚙️ Flexible reporting dimensions

⚙️ Export to Excel & PowerPoint