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 Deal menu allows you to access the default Dashboard page to view and manage your deals.. For more information, see the Dashboard Header and Deal Table section.

Reporting

The Reporting menu allows you to access the Reporting page to customize and run reports based on various filters such as Advertiser, DSP, Deal Name/ID, Trafficker/Ad Ops, Sales Person, and Date Range.

Deal Troubleshooting

The Deal Troubleshooting menu allows access to the Deal Troubleshooting page. You can use the search functionality to select the deal you wish to troubleshoot, see the Deal Troubleshooting section.

Dashboard Header

The header of the Dashboard contains the 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.

**Dashboard Page: User Account** — **User Account**

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.

**Dashboard Page: Create New Deal** — **To create a new deal**

Bulk Action: The Bulk Action is available below the Create New Deal button, allowing you to perform action on multiple selected deals simultaneously. To use it, first select the deals by clicking Select All or Deselect All at the top of the deal table. Once deals are selected, you can apply 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.
Search your deal
- 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): Filter deals based on their status, such as All, Running, or Paused.
  To filter deal by status
  - Select All/Deselect All: Use the Select All/ Deselect All option to select or deselect all deals simultaneously for bulk action. Once selected, you can perform actions to run or pause the selected deal through the options available under Bulk Action.
  To select or deselect all deals

Bulk Action

The Bulk Action option allows you to update the status of multiple deals simultaneously. You can either run or pause selected deals with a few simple steps.

Running Multiple Deals

Follow these steps to run deals currently in the Paused state, follow these steps:

From the Deal Filter dropdown arrow, click Paused.

**_Deal Filter By Paused_** — ***Filter your deal by Paused***

All the paused deals are displayed.

**View Deal with Paused Status** — **View all paused deals**

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

**Dashboard: Select All/Deselect All** — **Select or deselect all paused deals**

In the Bulk Action option, click the icon.

**Click the Start Icon for Bulk Action** — **To run all the paused deals**

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

**Confirmation Box to Start Deals** — **Confirm to start all selected deals**

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

**Start running all deals** — **All selected deals status change to running**

Pausing Multiple Deals

Follow these steps to pause deals currently in the Running state:

From the Deal Filter dropdown arrow, click Running.

**Select Deal Filter By Running** — **Filter deal by Running**

All the running deals are displayed.

**View Deal with Running Status** — **View all running deal**

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

** Select All/Deselect All - Deal** — **Select or Deselect all deals**

In the Bulk Action menu, click the icon.

**To Pause all Running Deals** — **To pause all selected Running deals**

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

**Confirmation Box: To Pause Deal** — **Confirmation to pause all selected deals**

Once confirmed, the status of the selected deals is updated to Paused. A confirmation message appears on the top-right side of the Deal Dashboard page, confirming that all selected deals were paused.

**All selected deals status change to Paused**

📝 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 essential details about each deal through the following columns:

Field	Description
Deal Name	The name of the deal.
Deal ID	A unique identifier assigned to each deal.
Status	The current status of the deal (for example, Running, Paused or All).
Buyer Account Name	The name of the buyer associated with the deal.
Advertiser	The name of the advertiser associated with the deal.
Seat Name	Displays the seat name used in the bidding process.
Start Date	The start date of the deal.
End Date	The end date of the deal.
eCPM (Effective Cost Per Mile)	Represents the effective average cost per thousand impressions earned by the deal.
Spend	The total spend associated with the deal up to the current date.
DSP (Demand-Side Platform)	The platform responsible for executing the deal.
Creation Date	The date on which deal was created.
Created By	The user who created the deal.
Actions	Allowing you to run, pause, edit or troubleshoot the deal.

Actions

The Actions feature in the Deal Portal provides the following options for managing your deal:

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

Running a Deal

Follow these steps to run a deal that is in the Paused state:

From the Deal Filter dropdown arrow, click Paused.

All the paused deals are displayed.

**Select the Deal with Paused** — **View all paused deals**

In the Actions column and click the icon.

**Click the Start icon to Start Deal** — **To start a deal**

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

**Click Ok to Confirm Starting the Deal** — **To confirm start the deal**

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.

**Deal Status changes to Running** — **The deal status changes to Running**

Pausing a Deal

Follow these steps to pause a deal currently in the Running state

From the Deal Filter dropdown arrow, click Running.

All the running deals are displayed.

**Select the Deal with Running** — **View all running deals**

In the Actions column, click the icon.

**Click the Stop icon to Pause Deal** — **To pause a deal**

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

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 stopped.

**Deal status change to Paused** — **The deal status changes to Paused**

Editing a Deal

Follow these steps to edit the settings of a deal:

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

**Click the Edit Icon to edit the Deal** — **To edit the Deal**

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:

Navigate to the list of active deals which you wish to troubleshoot.
In the Actions column, click the icon for the deal you wish to troubleshoot.

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 deal from Action column.