Accessing your Deal Portal Dashboard

Table of Contents

• Overview
• Navigating your Dashboard
• Left-hand Navigation menu
• Dashboard section
• Bulk Action
• Running Multiple deals
• Pausing Multiple deals
• Deal Table
• Actions
• Running a deal
• Pausing a deal
• Editing a deal
• Troubleshooting a deal

Overview

The Dashboard page provides you a comprehensive workspace to view all active and inactive deals associated with your buyer account, allowing you to create, view, and edit deals.

Navigating your Dashboard

Below is a detailed breakdown of Dashboard’s key features and components.

Left-hand Navigation menu

The left-hand sidebar contains the navigation menu, which includes options like My Deals, Reporting, and Deal Troubleshooting. This menu allows you to quickly access different sections of the dashboard.

My Deals

The My Deals menu provides access to the default Dashboard page, allowing you to view and manage your deals. For more information, see the Dashboard Section and Deal Table section.

Reporting

The Reporting menu provides access to the Reporting page, allowing you to customize and run reports.  For more information, see the Reporting section.

Deal Troubleshooting

The Deal Troubleshooting menu provides access to the Deal Troubleshooting page, where you can use the search functionality to select the deal you wish to troubleshoot. For more information, see the Troubleshooting deal by deal name or deal id section.

Dashboard Section

The Deal Portal Dashboard page includes the other following sections:

• User Account Profile: This option is available at the top right corner of the dashboard, providing access to switch accounts, documentation, user settings, and sign out options. For more information, see the Managing your Account Profile section

• Create New Deal: This button is available on the right side of the dashboard, allowing you to create new deals. Clicking on this button will open the Create Deal page, where you can enter required details like deal name and DSP for creating a deal. For more information, see the Creating a Deal section.

• Bulk Action: This option is available below the Create New Deal button, allowing you to perform actions on multiple selected deals simultaneously. To use this feature, first select the deals by clicking Select All or Deselect All at the top of the deal table. Once the deals are selected, you can easily apply the available Bulk Action options to start or stop them. For more information, see the Bulk Action section.

• Deal Search and Filter:
  The Search Your Deal option is available at the left-hand side of the dashboard, allowing you to quickly search your specific deals. You can refine your view of the deals by using the following options:
  • Search Your Deals: Search for deal details using the Deal Name, Deal Id, Buyer Account Name, Advertiser Name, Seat Name, DSP, or Created By in the search textbox.

  

  • Deal Filter:
    The Deal Filter is available below the Search Your Deal option, allowing you to quickly filter deals based on their status.
    • Status Filter (All, Running, or Paused): Use this option to filter deals based on their status, such as All, Running, or Paused. Once filtered, you can perform bulk actions, such as running or pausing the selected deals, using the options available under Bulk Action.

    

    • Select All/Deselect All: Use this option to select or deselect all deals simultaneously. Once selected, you can perform bulk actions, such as running or pausing the selected deals, using the options available under Bulk Action.

    

Bulk Action

The Bulk Action feature lets you updates the status of multiple deals simultaneously. You can run and pause all selected deals with a few simple steps.

Running Multiple Deals

To run multiple deals, follow these steps:

1. From the Deal Filter dropdown, click Paused.

2. All the deals with Paused status are displayed.

3. Click Select All to select all paused deals. Alternatively, you can deselect all paused deals.

4. In the Bulk Action option, click the  icon to run all selected paused deals.

5. A confirmation box appears. Click OK to run the deals or Cancel to discard the action.

6. Once confirmed, the selected deals status are changed to Running. A confirmation message appears on the top-right side of the Deal Dashboard page, confirming that all selected deals were started.

All selected deals status change to running

Pausing Multiple Deals

To pause multiple deals, follow these steps:

1. From the Deal Filter dropdown arrow, click Running.

Filter your deal by Running

2. All the active running deals are displayed.

3. Click Select All to select all deals. Alternatively, you can deselect all deals.

4. In the Bulk Action menu, click the   icon to pause multiple running deals.

5. A confirmation box appears. Click OK to pause the deals or Cancel to discard the action.

6. Once confirmed, the selected deals status is changed to Paused in the deal table.

📝 Note: You can also update the status of individual deals by clicking the or   Icon in the Actions field. For detailed instructions, see the Actions section.

Deal Table

The Deal Table is located at the center of the Dashboard and displays an overview of all your deals in a tabular format. It provides information about the deal fields:

Actions

The Actions feature lets you manage the following options for deals.

• Run a deal
• Pause a deal
• Edit a deal settings
• Troubleshoot a deal

Running a Deal

To run a paused deal, follow these steps:

1. From the Deal Filter dropdown arrow, click Paused.

2.  All the paused deals are displayed.

3. In the Actions column, click the icon to run a deal.

4. A confirmation pop-up appears. Click OK to start a deal or Cancel to discard the action.

5. Once confirmed, the deal’s status is updated to Running. A notification message appears at the top-right corner of the Deal Dashboard page, confirming that your deal was successfully started.

Pausing a Deal

To pause a running deal, follow these steps:

1. From the Deal Filter dropdown arrow, click Running.

2. All the running deals are displayed.

3. In the Actions column, click the icon to pause a deal.

4. A confirmation pop-up appears. Click OK to stop the deal or Cancel to discard the action.

5. Once confirmed, the deal’s status is updated to Paused. A notification message appears at the top-right corner of the Deal Dashboard page, confirming that your deal was successfully paused.

Editing a Deal

Follow these steps to edit the deal settings:

1. In the Actions column, click the   icon for the deal you wish to edit.

2. You will be redirected to the Edit Deal page. Update the desired settings and targeting options. For more details on editing a deal, see the Editing a Deal section.

Troubleshooting a Deal

Follow these steps to troubleshoot a deal:

1. Navigate to the list of active deals you wish to troubleshoot.

2. In the Actions column, click the icon for the deal you wish to troubleshoot.

3. You will be redirected to the Deal Troubleshooting page for that specific deal, allowing you real-time insights and tools for managing active deals effectively. For more information, see the Troubleshooting a deal from Action column section.