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DevelopersAPI guides

Baseline earnings

Baseline earnings are an optional extension to Enable that are available upon request. They are intended to be used while configuring a new trading program to provide an early indication of the rebate implications of a given program configuration.

When baseline earnings are enabled and the earnings for a program line are calculated, a set of baseline earnings are also calculated using the baseline transactions. For example, if a program line is configured to run from the 1st January 2021 to the 31st of December 2021, then the baseline earnings would be calculated in the same way as the actual program earnings, but using the transactions from between the 1st January 2020 to the 31st December 2020.

By comparing the baseline earnings to the earnings from the previous program year, it is possible to determine if the new trading program offers any improvements to earnings if the transactions remain static.

Once baseline earnings have been enabled, they will be visible on the trading program edit page under the Approval tab. Please note that monetary values are rounded to the nearest whole number, and percentages are rounded to 2 decimal places.


In this tab, baseline earnings data is shown for the selected trading program, including:

  • The trading partner’s total transacted value from the previous year;
  • The trading partner’s total earnings from the previous year;
  • The effective rate (i.e. the total earnings divided by the total transacted value) from the previous year);
  • The baseline earnings for this trading program.

It is important to note that if you are setting up your program lines for the next year and the current year has not yet completed, baseline earnings will use the forecast baseline transactions instead of the current baseline transactions. This is because the forecast baseline transactions are likely to be closer to the actual baseline figures at the end of the year than the current baseline part way through the year would be.

Clicking on the Show details button will show you a breakdown of the baseline earnings per program line and earnings data for other trading programs over both the current year and the previous year.

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