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Analyzing Deals

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Last updated on March 20, 2018


You can view data on the performance of active deals with the Performance View in the Deals tab. Metrics such as bid requests, bids, and impressions tell you how effectively deals are performing. To access this view, navigate to Deals > Performance View.


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Finding Deals to Analyze

If the View Deals Performance table lists many deals, you can use several methods to find specific deals quickly.


Sorting Deals

Organize deals by clicking a column heading. By default, deals are sorted by the Bid Request column. For instance, clicking the Deal Name column heading sorts all the deals alphabetically by name.

Click any of the column headings listed below to sort the deals:

  • Deal Name
  • Status
  • Bid Request
  • Bids
  • Effective Bid Rate
  • Avg Bid CPM
  • Impressions
  • Win Rate
  • eCPM

Filtering deals

Filter the list by a specific Deal Name, Deal ID, and/or Status to view deals that meet those criteria.

  1. Enter the Deal Name or Deal ID in the search box. Deals are filtered in real-time.

  2. Click the filter icon to reveal the Status filtering option.

  3. To filter by Status, click in the selection window and select one or more items.


Setting the performance date range

Set the date range to view performance for deals created within that range. The default date range is Last 7 Days.

  1. Click the calendar icon.

  2. Select the date range. Possible options include: Today, Yesterday, Last 7 Days, Last 30 Days, and Custom Date Range.


Accessing Deal Bid Flow

The Deal Performance page provides you with details of a single deal’s performance.

  1. Within the OpenX UI, navigate to Deals > Performance View. The Performance View tab appears.

  2. Click the eye icon (Eye icon) under the Report column. The Deal Bid Flow visualization and Deal Data Details table appear.


Viewing Deal Bid Flow Visualization

  1. Click the calendar icon above the Deal Bid Flow visualization to limit the data set. The default date range is Last 7 Days.

  2. Click the View field to search for, or filter by, demand partner, buyer, or advertiser. Your selections appear in a list beneath the View field. The Deal Bid Flow visualization and a detailed table update to reflect your search or filter selection.

    • If you choose to search for a demand partner, buyer, or advertiser, type the name in the View field.
    • If you choose to filter by demand partners, buyers, or advertisers, select one of the preconfigured filters in the View field.
  3. Hover over a selection in the list beneath the View field to highlight the selection in the visualization and in the detailed table.

  4. Click a selection in the list beneath the View field to view more granular information.

  5. Choose a metric from the By drop-down. The default metric is Bids.

NOTE

The visualization does not appear in the exported report. Only the detailed table information is returned in the report.


Viewing Detailed Demand Performance

In the Deal Data Details table below the Deal Bid Flow visualization, expand a specific demand partner or buyer to review the detailed demand performance of the deal.

NOTE

If a demand partner does not share its buyer name, the buyer is listed by Seat ID.


Exporting Performance Data

You can export deal performance metrics to manipulate them offline or to share them with stakeholders who don’t have access to the OpenX UI.

ToDo this
Download data for all dealsClick the Export button in the View Deals Performance table to download the deal data in one of the following three formats:
   • CSV
   • XLSX
   • PDF
Download data for a specific dealIn the View Deals Performance table, do one of the following to export a data file for an individual deal:
   • Click the download icon () for any listed deal to download a report in CSV format.
   • Click the eye icon (Eye icon) for any listed deal. Then, on the details table for that deal, click the Export to download the information in one of the following three formats:
      • CSV
      • XLSX
      • PDF