Deal Planning

Overview

The Deal Planner is a feature within the Deal Portal that helps you estimate impressions based on different CPM values. This enables plan and create deals with optimized targeting and pricing.

The Deal Planner workflow includes three key steps:

• Generate a Deal Plan : Define your deal parameters such as ad formats, geography, inventory targeting, KPI, and device signals to estimate impressions based on CPM. Define parameters.
• Estimate calculation for a Deal Plan: View estimated impressions and CPM breakdowns for decision-making.
• Create a Deal: Finalize and save the deal using the estimated parameters.

Prerequisite

Before accessing the Deal Planner, ensure that you are logged into the Deal Portal. For more details, see Logging into the Deal Portal.

Accessing the Deal Planner

1. After logging into the Deal Portal, then click Deal Planner in the left menu.
2. The Deal Planner page will open, allowing you to configure the deal plan settings.

Generate a deal plan Workflow

The section provides a step-by-step workflow on how to configure and generate a deal plan.

1. Define your deal's ad formats and ad sizes

1. Click to expand Define your deal's ad format and ad sizes to set your deal based on preferred ad formats and sizes.
2. From the Ad Format dropdown, select Allow, and then choose the desired Ad Format parameter for your campaign (For example, Rich Media MRAID, Image Ads, Rewarded Video).
3. From the Ad Size dropdown, select Allow, and then choose the desired Ad Size parameters that suit your campaign (For example, 250 x 250, 320 x 100).
4. Click Generate Plan to estimate impressions based on CPM.
5. The system calculates expected impressions for the selected ad format and size at the given CPM.

2. Define your deal’s geography

1. Click to expand Define your deal's geography to set your deal based on geo-location.
2. The Country column shows available countries for deal selection.
3. Select the country to include in your deal plan.
4. Click Allow to target the selected country (for example, selecting the US).

4. Click Generate Plan to estimate impression based on CPM.
5. This system calculates expected impressions for the selected country at the given CPM.

3. Inventory targeting

1. Click to expand Inventory Targeting to select inventory and device types for your deal.
2. From the Inventory Type dropdown, select Allow, and then choose the desired Inventory Type parameters for your campaign (for example, In-App, Mobile Web).
3. From the Device Type dropdown, select Allow, and then choose the desired Device Type parameters for your campaign (for example, Desktop, Tablet, Smart-TV, Feature-Phone).
4. Click Generate Plan to estimate CPM impressions based on CPM.
5. The system calculates expected impressions for the selected inventory at given CPM .

4. Boost your deal’s performance with kpi targeting

1. Click to expand Boost your deal's performance with KPI targeting to set performance-related KPIs to optimize your deal.
2. From the Video Completion Rate dropdown, select Allow , and then choose the desired KPI (for example, 75% and Greater). This determines the video completion rate threshold for the deal.
3. Click Generate Plan to estimate CPM impressions for the chosen video completion rate.
4. The system calculates expected impressions for your chosen KPI targeting settings at the given CPM.

5. Add device signals targeting

1. Click to expand the Add device signals targeting to select the operating systems for your deal.
2. From the Device OS section, click Allow for the platform you want to target (for example, App, Web, CTV).
3. For each selected device platform (for example, Web, App), define the Device OS Nesting:
   • Web: Choose operating systems such as Windows, macOS, and Chrome OS.
   • App: Choose the relevant operating system for app targeting.
4. Click Allow for each of the device operating systems that match your campaign.
5. Click Generate Plan to process your deal plan with the selected device OS targeting.
6. The system calculates expected impressions at the given CPM for your chosen settings.

Estimate calculation for plan Workflow

Once your deal plan is generated, the Estimated Calculations section will display:

1. View Estimated CPM and Impressions:
   • CPM (Cost Per Thousand Impressions): Displays the estimated CPM for the selected deal. For example, "$0.5 CPM".
   • Impressions: Displays the total estimated impressions for the selected CPM value, shown in the Figure above (for example, 216 million impressions).
2. View Potential Reach:
   Below the CPM value, a graph visualizes the potential reach based on your selected CPM. It shows the percentage of available impressions for your chosen CPM. For example, a $0.50 CPM could reach 58.5% of available impressions.
3. Check Ad Sizes Breakdown:
   Below the graph, a breakdown of Ad Sizes is displayed, indicating the distribution of ad sizes used for the deal.
   • For example, 300 x 250 represents 95% of the ad sizes selected, while 728 x 90 represents 5%.
4. Device Distribution
   The Devices section shows a visual representation of which devices are included in the deal.
   • Smart-TV (represented by a green circle)
   • Smartphone (represented by a blue circle)
     This helps you understand which devices your ads are targeting based on the selection.
5. Country Selection
   • The Countries section shows the geographic distribution of your deal. A blue circle around the US indicates it is included in the plan.
6. After reviewing the CPM, Impressions, Ad Sizes, Devices, and Countries sections, click Create Deal to open the Deal Setting page.

Create a deal

After finalizing your plan and estimation, you are ready to create a deal for your ad campaign. For detailed workflow, see Creating a Deal section.

Deal Setting

Follow these steps in the Deal Setting section to create a deal:

1. Fill in the required information on the Deal Settings section:
   • Deal Name:
     • Enter a unique deal name in the Deal Name field.
   • DSP
     • Choose the DSP (Demand-Side Platform) from the dropdown menu.
   • The other fields on the Deal Settings section are optional. You can choose to fill them in or leave them blank.

2. In the Price Settings section:
   • The CPM values will be automatically filled in based on the estimated and calculated CPM from your plan.
   • The other fields in the Price Settings section are optional

3. In the Deal Reporting Labels section, all fields are optional. You can choose to fill them in or leave them blank.

4. Review all the mandatory fields in the Deal Settings section and then click Save and Continue.

Edit a deal

The Edit Deal page will open, allowing you to review and make changes to the parameters you selected during the planning stage.

Targeting Setting

In the Targeting Setting section, follow these steps to review and update the selected parameter. For detailed workflow, see the Setting Deal Targeting section.

1. Define your deal’s ad formats and ad sizes:
   • Review the Ad Size parameters selected during deal planning (for example, Ad Sizes: 300 x 250, 728 x 90).
   • You can remove selected parameters and add new ones from the Ad Size dropdown. Any changes will update the deal settings, making them different from the original deal plan.

2. Define your deal's geography
   • Review the selected country during deal planning (for example, Country selected: US)
   • You can remove selected country and add a new country. Any changes will update the deal setting, making them different from the original plan.

3. You can add parameters to further customize your deal, adjusting it to meet specific requirements beyond the initial plan.
4. Click Save and Continue to view the deal summary.

Summary

After completing the setup for Deal Setting and Targeting, you are directed to the Summary Page.

1. You will review all of the key details summarized in the page:
   • Deal Settings: Ensure the Deal Type, Deal Name, Time Zone, ATC, and Request Capping are correct.
   • Price Settings: Review the selected pricing model, minimum price, and audience discount rules to ensure accuracy.
   • Targeting: Review the selected parameters (Ad Size, Geography, Device Type) and their associated statuses (ALLOW/BLOCK).

2. If any details are incorrect or need changes, you can click on the Deal Setting or Targeting section to make necessary changes.
3. You can click on Download Summary to receive link in your registered email ID to download an Excel copy of the deal summary.
4. Click Download in your email to get the Deal Targeting Summary file in Excel format.
5. The file will be downloaded to your device and will appear as shown below.

6. After reviewing all the sections, you can:
   • Click Save As Deal to save the deal with all the current settings.
   • If further changes are needed, you can navigate back to previous pages for additional changes.
7. Your new deal is created and can be accessed directly from the Dashboard.