Analytics

In the Analytics tab, you can view metrics and performance data for live and approved campaigns, as well as optimize DSP line items. You can also track delivery, make adjustments to your groups and tactics based on live data, export this information as a CSV file, and access the campaign's reports.

To get started, open a media plan and click Analytics.

Split-Screen Overview

Campaign analytics are displayed in a split-screen view. Each half of the split screen displays campaign performance data such as impressions, spend, pacing, win rate, and revenue. Totals are calculated and displayed along the bottom of each half. See Analytics Metrics for a breakdown of the metrics available in this view.

By default, the top half of the screen shows the campaign's channels (e.g. Direct, Search, Social, DSP), and the bottom half shows the line items for the selected channel. If a campaign only contains one channel, then the Analytics tab will automatically show the line items in the top screen by default.

Select a channel to view its line items in the bottom screen. Click a channel's name to go down one level in the hierarchy and view its line items in the top screen and the line item's delivery sources in the bottom screen. If your campaign includes add-ons, you'll see Add-Ons listed beneath the channels. Select this row to see a breakdown of your add-ons in the bottom screen.

For DSP line items, you can choose to view delivery sources or DSP groups in the bottom screen using the menu in the top left (DSP Groups > Delivery Sources). When you select a DSP group, it will move to the top screen, and data for the tactics that belong to that group appear in the bottom screen. When you go down to the group level, general line item information and data appears above the screens. Click Hide line item to remove this info and create more space for your groups and tactics.

Note: You can also use the Options menus to open a full-screen view of a group's tactics to show more data in one screen.

Use the breadcrumbs at the top of the screen to go back up to previous levels.

You can adjust the size of each half of the screen by clicking the toggle in the middle and dragging it up or down. To collapse the bottom screen, click the downward facing arrow on the left.

Customizing Your Views

You can apply filters and customize columns to show only the most relevant data. You can also sort most columns by ascending or descending order by clicking on the column header. Once you have set up your screen, you can save it as a view that you can easily access in the future from the View menu. Basis provides some preset views such as Delivery, Performance, and Pacing. For more information, see the following articles:

Editing DSP Groups and Tactics

Use the Options menu next to a DSP group or tactic to open the Edit Group window or the tactic editor. For DSP tactics, you can select Optimize performance to open the DSP Optimize window. See Optimizing a Tactic for more information.

DSP Group Options

DSP Tactic Options

Performance Data and Metrics

For information about the metrics provided in Analytics, see Analytics Metrics. For additional metrics and calculations, see Key Terms and Concepts and Calculations.