> For the complete documentation index, see [llms.txt](https://docs.podigee.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.podigee.com/documentation/grow-and-monetize/monetization/revenue-and-finance-operator-learning-path.md). # Revenue and finance operator learning path A guided path for measuring delivery, reconciling money, and completing finance work. This path helps a revenue or finance operator move from delivery evidence to trusted money records. It separates qualified ad delivery, audience analytics, buyer invoices, publisher earnings, and settlement periods. ![The current One Podigee Evidence and Money view shows qualified delivery, fill rate, qualified revenue, no-fill decisions, a daily chart, and separate media and money values.](https://2032417310-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbqUKO6lljHGzkEAzliPI%2Fuploads%2Fgit-blob-ab157f76d1c3f5f7be3a2d369de4c2995b42dd3b%2Fdoc-monetization-072-reports-overview.png?alt=media) *Use Evidence & Money for qualified ad delivery. Use the Podcast context for audience analytics.* ![The current One Podigee finance view shows delivery waiting to settle, invoice and payout states, open periods, and the separate month-end work areas.](https://2032417310-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbqUKO6lljHGzkEAzliPI%2Fuploads%2Fgit-blob-f1a61a5daa1e20b04c0b3c4013da9f1bf0daf3fb%2Fdoc-monetization-180-finance-overview-current.png?alt=media) *Use Finance to move from delivered evidence to invoices, publisher earnings, payouts, and settlement periods.* ## Before you start Read [New ad operations team learning path](/documentation/grow-and-monetize/monetization/new-ad-operations-team-learning-path.md). You need permission to read governed reports and the finance records for the selected scope. Agree on these definitions before you review a result: * The qualified delivery metric that the Campaign uses. * The currency and reporting period. * The buyer billing rule and rate. * The publisher revenue and payout rule. * The accounting destination and close date. ## Measure what was delivered ### 1. Read the Campaign result Open [Read Campaign and creative performance](/documentation/grow-and-monetize/monetization/read-campaign-and-creative-performance.md). Compare planned delivery, qualified delivery, fill, pacing, no-fill decisions, and revenue. Check the Flight and delivery surface before you compare two values. ![The current One Podigee Campaign page shows planned Flights, Flights with qualified delivery, qualified revenue, the latest evidence time, and Flight-level performance.](https://2032417310-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbqUKO6lljHGzkEAzliPI%2Fuploads%2Fgit-blob-9e910395ec52b2b4721cd47d6d1049e391776178%2Fdoc-monetization-064-campaign-performance.png?alt=media) *Use Flight performance to compare the exact decision with the Campaign's aggregate result.* ### 2. Compare forecast with actual Use [Compare forecast revenue with actual revenue](/documentation/grow-and-monetize/monetization/compare-forecast-revenue-with-actual-revenue.md). Review the same period, media, market, currency, and qualification rule. A difference can come from delivery volume, fill, no-fill, price, currency conversion, or a late evidence event. ### 3. Reconcile trusted sources Use [Reconcile sources that do not agree](/documentation/grow-and-monetize/monetization/reconcile-sources-that-do-not-agree.md) when the Campaign, delivery evidence, report, or finance record differs. Keep the original values. Record the reason, owner, and correction instead of overwriting a source record. ## Create the money records ### 4. Prepare the buyer invoice Use [Approve and issue an invoice](/documentation/grow-and-monetize/monetization/approve-and-issue-an-invoice.md). Check the buyer, billing entity, period, qualified delivery, rate, currency, taxes, adjustments, and evidence reference. Approval locks the exact lines. Issue the invoice only after the values match the approved commercial terms. ### 5. Prepare publisher earnings Use [Prepare a Settlement period](/documentation/grow-and-monetize/monetization/prepare-a-settlement-period.md) to calculate the publisher result. Use [Approve a publisher payout](/documentation/grow-and-monetize/monetization/approve-a-publisher-payout.md) after you confirm the beneficiary, terms, deductions, currency, and evidence. ![Marketplace commitment and settlement terms show the publisher payout terms recorded for the deal.](https://2032417310-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbqUKO6lljHGzkEAzliPI%2Fuploads%2Fgit-blob-23c8d2dd35d119091275e3c900863c9d59f0d6d7%2Fdoc-monetization-009-settlement-payout.png?alt=media) *The payout uses the publisher terms recorded with the commercial commitment.* ### 6. Close the period Use [Close a Settlement period](/documentation/grow-and-monetize/monetization/close-a-settlement-period.md) only when the required invoices, payouts, adjustments, and reconciliation results are complete. Keep the period open when a material delivery or money difference still needs a decision. ## Send and retain reports Use the report delivery settings for the approved destination. Confirm the report run and the external receipt. Store the evidence package with the period and Campaign references so another operator can reproduce the result. ## If money does not agree * **Qualified delivery differs:** compare the exact metric, period, Flight, and evidence time. * **Revenue differs:** check CPM or CPV, currency, rate, adjustments, and qualification. * **Invoice differs:** return it for correction instead of changing the delivery evidence. * **Payout differs:** check the publisher terms, deductions, and beneficiary record. * **A report was sent but not received:** retry delivery and check the external receipt. ## Expected result The team can explain every money value from the qualified delivery evidence through invoice, publisher earnings, payout, and settlement close. Each result has the correct period, currency, source, approval, and evidence record. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.podigee.com/documentation/grow-and-monetize/monetization/revenue-and-finance-operator-learning-path.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. 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