Deal Reporting

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Prerequisite

Before running a deal report, ensure the following requirements are met:

You are logged into the Deal Portal.
See Logging into the Portal
Deal must be in Running or Active state.
See Running a Deal

Accessing the Reporting page

To access the Reporting page, click the icon on the left navigation menu of the main Deal Dashboard page.

Overview

The Reporting Dashboard allows you to view detailed metrics related to deal performance. It keeps track of key performance indicators (KPIs), such as Spend/Revenue, eCPM , Impressions, and Win Rate. It includes filter options to generate customized reports based on specific criteria, such as the Advertiser, DSP , Deal Name or Deal ID, Trafficker/Ad ops, Sales Person, and Day Range.

Deal Reporting Function

The Reporting Dashboard provides the following key functions:

Filter: This section enables you to customize your reports by applying various filters.
- Advertiser: Choose the advertiser whose data you want to view.
- DSP: Select the Demand-Side Platform (DSP) associated with your data.
- Deal Name/ID: Filter reports by deal name or deal ID.
- Trafficker/Ad Ops: Choose the trafficker or ad operations team managing the deals.
- Sales Person: Filter the report based on the sales personnel responsible.
- Day Range: Select the desired period for which you want to run the report, such as the last 1 day, last 7 days, or last 30 days.

Filter Report

Key Metric: These key performance indicators provide a snapshot of your deal performance.
- Spend/Revenue: Displays the total amount spent or revenue generated over the selected period.
- eCPM: The effective Cost per Thousand Impressions (eCPM) based on the selected data.
- Impressions: Shows the number of impressions served during the specified timeframe.
- Win Rate: Indicates the percentage of wins in relation to the total bids.

Showing Filtered Total

Visualization: This graph displays the Spend/Revenue over the chosen date range. It helps you to visualize the trend and changes over time.
- Hover over the graph to see specific values for Spend/Revenue on different days.
- The graph is updated dynamically based on the filters applied.

Graph Spend Revenue

View Deal Column: The data table below the graph presents a detailed breakdown of the filtered report. The key columns include:

Column	Description
Buyer Name	The name of the buyer
Buyer ID	The identifier associated with the buyer
Deal Name	The name of the deal.
Deal ID	The unique identifier of the deal
Deal Type	Specifies the type of the deal (for example Open Deal).
DSP	Displays the DSP associated with the deal.
Advertiser	Displays the name of the advertiser associated with the campaign
Seat Name	Indicates the seat ID (for example 3103) for the campaign, representing the specific account or seat within the platform
Start Date	The starting date of the deal.
End Date	The ending date of the deal.
Status	Shows the current status of the deal.
Impressions	This column shows the total number of impressions served during the deal.
Bid Requests	Indicates the number of bid requests made during the deal.
Bids	Displays the total number of bids made in the deal.
Bid Rate	Shows the rate at which bids were made during the deal.
Win Rate	Represents the percentage of successful bids to the total bids.
eCPM	Represents the effective cost per mille.
Spend	The amount spent in the deal.
Trafficker/ad ops	The personnel or team responsible for managing the traffic or operations for the campaign.
Salesperson	Indicates the salesperson associated with the deal.
Created By	Displays who created or initiated the deal.

You can scroll through the table to view more data. The pagination controls allow you to navigate through multiple pages if there are many records.

View Deal Detail

Deal Reporting Workflow

To generate report for the deal, follow these steps:

Apply Filters

- Begin by selecting the desired filters at the top of the page:
  - Advertiser: From the Advertiser dropdown, select the advertiser name you want to view the data or use the search box to set your filter.
  - DSP: From the DSP dropdown, select the Demand-Side Platform (DSP) associated with your report or use the search box to set your filter.
  - Deal Name/ID: From the Deal name/ID dropdown, select the deal name or ID to focus on a specific deal or use the search box to set your filter.
  - Trafficker/Ad ops: From the Trafficker/Ad ops dropdown, select the relevant traffic or ad operations team or use the search box to set your filter.
  - Sales Person: From the Sales Person dropdown , select the sales person or use the search boxes to set your filter.
  - Day Range: Use the Day Range dropdown to select a day range for the report (for example, Last 7 Days).

Filter Deal Report

The Selected Filters appear as tags below the filter bar.

Selected Filter

To remove any filter, click the x icon next to the selected tag.

Remove Selected Filter

To reset all selected filters, click Reset Filters.

Reset All Selected Filters

Once filters are selected, click the Run Report button to generate the report.

Run Report

The top section displays key metrics. see the Figure: Showing Filtered Total
- Spend/Revenue: Total spend or revenue.
- eCPM: Effective Cost Per Mille (cost per 1,000 impressions).
- Impressions: Total number of ad impressions.
- Win Rate: Percentage of successful ad bids.
Below the Showing Filtered Totals, the Spend/Revenue graph provides a visual representation of the spend and revenue over time. see the Figure: Graph Spend Revenue
Use the Select Columns to view dropdown to customize the columns that will be visible. For column description, see the View Deal Column.

Select Columns To View

Scroll to the table under the graph to view detailed deal information. See Figure View Deal Details

Click the Export Deal Report button to download the deal report in csv format for offline analysis.

The preview of deal report in csv format appears as below:

View Deal Report in CSV format

Last Modified: January 24, 2025 at 9:06 am