Overview  

You can monitor deals to track their performance and ensure optimal outcomes, simplifying the management and optimization of your campaigns. This can be achieved through the following methods:

• Monitor deals with the Deals list: view and filter deals based on various criteria, track KPIs like impressions, and quickly assess the status of your deals. 
• Monitor deals with notifications: set up custom rules to receive real-time alerts about specific deal events or performance metrics.
• Monitor deals with Instant Insights: gain detailed, data-driven insights into deal performance.
• Monitor deals with Instant Report Builder: generate detailed reports on your deals. 

Access

Select Deals from the navigation menu. You will see the list of deals along with their details.

Monitor deals with a list

View deal summary

You can view the summary of a deal and make changes to its configuration if needed. 

To view a deal summary, select Deals from the navigation menu. Then, either click the deal name directly or click the three-dot icon next to the deal and select Edit. This opens the deal summary, allowing you to review and manage your deal's configuration. For more information, see Work with deals.

Filter deals

To filter deals, go to Deals in the navigation menu and select + Add filters. From the list, you can apply the following filters: 

• Status: choose one of the following options: Delivering, Not delivering, Deactivated, or Soon deactivated.
• Starred deals: select Starred to view only starred deals. 
• Salesperson: select a specific salesperson.

Customize deal list 

To customize a deal list, select Deals from the navigation menu and use the following options:

• Pin columns: to pin a column, hold the pointer over the column name and click the pin icon. The pinned column will then move to the left. 
• Rearrange columns: to rearrange a column, hold the pointer over a column head and drag it to the desired location. 
• Show and hide columns: to show/hide columns on the deal list, click the column selector button located to the right of the date picker. Select the columns you want to display and deselect those you want to hide. 
• Sort deals: to sort the deals, click the column headers.
  • Click Deal to sort deals alphabetically.
  • Click Last update to sort by the most recent update. 
  • Click Creation date to sort by creation date. 
  • Click Deactivation date to sort by deactivation date. 
  • Click any metric column to sort by that metric: Impressions, Clicks, CTR, Winning bids, Win rate, Delivery rate, Viewable impressions, Viewability rate, Video complete, VCR, Spend, CPM, and CPC. ⓘ Note: metric columns are sorted by numeric value, regardless of currency.

Monitor status and KPIs

Deal status

The following statuses are available for each deal in the list:

• Delivering: the deal is sending bid requests and Equativ is receiving bids on the deal.
• Not delivering: the deal isn't delivering because at least one of the following statuses applies: 
  • No bid requests: the deal hasn't sent any bid requests within the last 4 hours.
  • No bids: the deal hasn't received any bid responses within the last 12 hours.
  • No wins: the deal hasn't received any winning impressions, that is server-side impressions, within the last 12 hours.
  • No impressions: the deal hasn't received client-side impressions within the last 12 hours.
• Deactivated:
  • The deal's start date is in the future.
  • The deal has reached its end date.
  • The deal has been terminated by the user. To reactivate it, you can edit it, and set it live again. 
• Soon deactivated: the deal is still active but hasn't received any bids for an extended period. It is scheduled to be automatically deactivated on the date shown in the Deactivation date column.

Deal KPIs

The following metrics are available for each deal in the list:

• Bid requests: the number of times the given deal was included in a bid request. 
• Bids: the number of bids, in response to bid requests containing the given deal ID. 
• Bid rate: the ratio of bids to bid requests for the given deal. 
• Clicks: the number of clicks the given deal generated. 
• CPM: the average cost to buy 1,000 impressions (Spend / Impressions * 1000) for the given deal. 
• CPC: the average spend to generate one click (Spend / Clicks) for the given deal. 
• CTR: the click-through rate the given deal (Clicks / Impressions * 100). 
• Delivery rate: the ratio of impressions to winning bids for the given deal. 
• Impressions: the number of impressions the given deal delivered. 
• Margin: the margin associated with the given deal. For more information, see Configure pricing settings.
• Pricing: the pricing type defined for the given deal. ⓘ Note: for deals using Market floor, this field is empty. For more information, see Configure pricing settings.
• Spend: the buyer spend for the given deal. This metric corresponds to the Buyer Spend € metric. For more information, see Report metrics.
• Viewable impressions: the number of the given deal's impressions considered as viewed, based on the criteria commonly used in the ad tech industry. For example, for display ads, at least 50% of the ad's pixels must be visible on the screen for at least one second. 
• Viewability rate: the rate at which ads from the given deal were viewable by the end user (Viewable impressions / (Viewable impressions + Not viewable impressions). 
• Video complete: the number of times a video ad from the given deal was viewed entirely, that is 100% of video duration was viewed, based on the "complete" VAST event. 
• VCR: the video completion rate of the given deal, calculated as the ratio of videos started to videos completed, expressed as a percentage.
• Winning bids: the number of times bids on the given deal won against other bids. 
• Win rate: the ratio of winning bids to all bids on the given deal. 

Monitor pacing

The Pacing chart displays daily delivery data for the last seven days of a deal. It consists of seven bars, each representing one day, and a dashed line that indicates how many units (impressions) must be delivered daily to meet the overall cap for the deal. This lets you quickly monitor trends and check if your deal is on track.

When you hold the pointer over a bar in the chart, the following metrics for that day are displayed: Impressions, Spend, Click-through rate, Viewability rate, and Video completion rate. For more information, see Deal KPIs [add link].

The last bar on the chart, which represents the current day (today), displays the following additional metrics. ⓘ Note: the expected value and trend line are only shown when the deal has an overall impression capping enabled.

• Percentage value for impressions: the percentage of the expected value that has been delivered. 
• Expected impressions: the target volume to be achieved by the end date of the deal, with 100% indicating the full cap.

Monitor delivery

The delivery progress bar lets you track the progress of your deal based on the following information:

• Current impressions: the number of impressions, or the amount of spend delivered since the start of the deal. The gray dot on the chart corresponds to the expected delivery value at the current point in time.
• Expected impressions: the number of impressions, or the amount of spend that should be delivered by the end of the deal.
• Delivery status: an indicator of how well a deal is progressing. It can be one of the following: On track, At risk, or Late. Delivery status is calculated based on the following factors: 
  • Delivery performance: what has been delivered and what should have been delivered.
  • Remaining days to recover: how much can still be recovered in the remaining days of the deal. 

For more information, see Delivery status calculation[add link].

Deals with overall delivery capping

When a deal uses overall delivery capping, the progress bar focuses on one reference metric:

• Spend: when an overall budget is set, or both budget and units are set.
• Units (impressions): when only overall units are set.

For more information about delivery capping, see Delivery capping.

When the delivery status is At risk or Late, the tooltip also shows:

• Forecasted (spend or units): projected delivery by the end of the deal.
• Risk (spend or units): the remaining gap between the cap and projected delivery.

Delivery status calculation

When calculating the delivery status, the following ratios are taken into consideration:

Pacing ratio (PR): the ratio of delivered units (impressions) to the expected number of delivered impressions. It is calculated using the following formula: 

PR = (Spend** (or units) delivered / Overall budget (or units)) / (Elapsed hours*** / Total number of hours)

Recovery ratio (RR): the ratio of the remaining unit target to the remaining hours of the deal, adjusted for the total duration of the deal. It is calculated using the following formula: 

RR = (Overall budget (or units) - Spend (or units) delivered)) / ((Total number of hours - Elapsed hours) x (Overall budget (or units) / Total number of hours))

The Global Score (GS) is then calculated using the following formula: 

GS = (0.4 × PR) + (0.6 × 1 / RR) 

Based on the Global Score, the delivery statuses are set as follows: 

• On track: GS ≥ 0.9 
• At risk: 0.7 ≤ GS < 0.9 
• Late: GS < 0.7 
• No status: it is displayed in the following cases: 
  • First day of the deal 
  • Deal isn't active 
  • Deal is active, but its start date is in the future
  • Deal is active, but its end date is in the past

Example calculations

The following examples show how the deal's delivery status is calculated.

Example 1: status is On Track

In this example calculation for a deal, the data is as follows:

• Spend: 24,000
• Overall budget: 50,000
• Elapsed hours: 10
• Total number of hours: 20

Calculations:

PR = (24000 / 50000) / (10 / 20) = 0.48 / 0.5 = 0.96

RR = (50000 - 24000) / ((20 - 10) × (50000 / 20)) = 26000 / (10 × 2500) = 26000 / 25000 = 1.04

GS = (0.4 × 0.96) + (0.6 × (1 / 1.04)) = 0.384 + (0.6 × 0.9615) = 0.384 + 0.5769 = 0.9609

Since GS ≥ 0.9, the deal status is On track.

Example 2: status is At risk

In this example calculation for a deal, the data is as follows:

• Spend: 15,000
• Overall budget: 50,000
• Elapsed hours: 8
• Total number of hours: 20

Calculations:

PR = (15000 / 50000) / (8 / 20) = 0.3 / 0.4 = 0.75

RR = (50000 - 15000) / ((20 - 8) × (50000 / 20)) = 35000 / (12 × 2500) = 35000 / 30000 = 1.1667

GS = (0.4 × 0.75) + (0.6 × (1 / 1.1667)) = 0.3 + (0.6 × 0.857) = 0.3 + 0.5142 = 0.8142

Since 0.7 ≤ GS < 0.9, the deal status is At risk.

Example 3: status is Late

In this example calculation for a deal, the data is as follows:

• Spend: 40,000
• Overall budget: 50,000
• Elapsed hours: 18
• Total number of hours: 20

Calculations:

PR = (40000 / 50000) / (18 / 20) = 0.8 / 0.9 = 0.8889

RR = (50000 - 40000) / ((20 - 18) × (50000 / 20)) = 10000 / (2 × 2500) = 10000 / 5000 = 2

GS = (0.4 × 0.8889) + (0.6 × (1 / 2)) = 0.3556 + (0.6 × 0.5) = 0.3556 + 0.3 = 0.6556

Since GS < 0.7, the deal status is Late.

Monitor deals with notifications

Deal notifications let you monitor your deals by setting up rules that trigger when specific events occur. Once triggered, you'll receive an email notification, keeping you informed in real time.

Create notification rule

To create a notification rule, follow these steps:

1. Select Deals from the navigation menu.
2. Locate your deal in the Deals list and click its name to display the deal summary. For more information, see View deal summary.
3. In the Notifications section, select + Create notification rule.
4. Select + Add new rule.
5. Configure the following notification rule criteria:

• KPIs: select the KPI you want to get notified about. For more information, see Deal KPIs.
• Time frame: select the time frame, during which the event must be measured to trigger the notification. You can choose from the following time frames: Lifetime, which is the entire lifetime of the deal, Previous day, Previous 3 days, or Previous 7 days.
• Operator: select if the KPI must exceed (is "Greater than") or fall short of (is "Less than") the value to trigger the notification.
• Value: specify the value the KPI must exceed (is "Greater than") or fall short of (is "Less than") to trigger the notification.
• Email: specify email addresses the notification email will be sent to. You can add any user created in your Maestro company.
• Notification frequency: specify how often you want to be notified in the daily notification summary. This email is sent daily at 10 AM to the designated email addresses. The email isn't sent if none of the notification rules triggered a notification since the previous notification summary. You can choose from the following options:
  • Recurring notification: the notification is included in your daily notification summary each time the event occurs.
  • One-time notification: the notification is included in your daily notification summary only the first time the event occurs. For more information, see View daily notification summary. 

6. Select Save.

Example notification rules

Common use cases for the deal notification feature include getting notified when a performance target is reached or when something unexpected happens, like a sudden change in deal activity. The following examples illustrate these scenarios.

Performance target notification

Example 1: with this notification rule, you will be notified once, as soon as the deal’s impressions reach the performance target of 300,000 impressions.

Example 2: with this notification rule, you will be notified once, as soon as the video completion rate exceeds 70%.

Unexpected event notification

Example 1: with this notification rule, you will be notified each time the deal delivered no impressions on the previous day.

Example 2: with this notification rule, you will be notified each time the delivery rate of the deal falls short of 10% on the previous 3 days.

Manage notification rules

To edit or delete existing notification rules, select Deals from the navigation menu and click the deal name to display its summary. Then, select Notification Rules. From there, you can edit or remove any rule as needed.

View daily notification summary

The notification summary email is sent daily at 10 AM to the specified email addresses, based on the time zone set at the Maestro company level. The email organizes triggered notifications by deal.

The following information is included in the email:

• Deal name and Deal ID.
• A direct link to Instant Insights, with the given deal pre-filtered.
• A direct link to the deal summary, where you can also edit the notification settings. 
• The time and date when the event that triggered the notification occurred.
• The KPI value at the moment the notification was triggered. ⓘ Note: Equativ evaluates KPI values every 30 minutes. 
• A summary of the notification rule details, including the time frame, notification frequency, operator, and KPI value.

Monitor deals with Instant Insights

Instant Insights let you access real-time data for your deals, providing an in-depth view of key metrics and dimensions. With its advanced data architecture, it offers insights from the past 10 minutes, enabling you to track deal performance and make timely adjustments.

For more information, see Analyze report data with Instant Insights.

Monitor deals with Instant Report Builder

Instant Report Builder lets you generate detailed reports on your deals, providing insights into key metrics and dimensions. You can create one-time or scheduled reports, preview data for the past 24 hours, and download or email reports to track deal performance over time.

For more information, see Build reports with Instant Report Builder.