Advanced Line Items Page

Centralized data

With new functionality, new metrics, and customization options, the Line Items and Performance pages have been merged. This will let you:

• Have a bird’s eye view into the health of your business with the option to choose between 'My Line Items' or 'All Line Items'.

• Have complete visibility of Planning, Approved, or Live statuses.

• Choose from 32 different metrics and filters to set the information you want to be displayed.

• Customize and sort your columns based on individual preferences.

• Save views using the new Custom Settings menu.

• Set the with of rows as Default or Compact.

You will have access to the following information:

Line Items Page	Performance Page	Advanced Line Items Page
Line Item Name	Line Item Name	Line Item Name
Plan Name		Plan Name
		Plan Status
Campaign Name	Campaign Name	Campaign Name
Campaign ID	Campaign ID	Campaign ID
Start Date	Start Date	Start Date
End Date	End Date	End Date
Channel	Channel (filter only)	Channel
Client (filter only)	Client (filter only)	Client
Brand (filter only)	Brand (filter only)	Brand
	Account Team Member (filter only)	Account Team Member (filter only)
	Pacing (Net Media and Gross Total)	Pacing (Net Media and Gross Total)
	Daily Target (Net and Gross)	Daily Target (Net and Gross)
	Yesterday's Spend (Net and Gross)	Yesterday's Spend (Net and Gross)
	Daily Difference (Net and Gross)	Daily Difference (Net and Gross)
		KPI Type
		KPI Goal
	To KPI Goal (Net and Gross)	To KPI Goal (Net and Gross)
	Contracted Budget (Net and Gross)	Total Contracted (formerly Contracted Budget) (Net and Gross)
		Spend (Net Media and Gross Total)
		Rate Type
		Units Contracted (Net and Gross)
		Units Delivered (Net and Gross)
		Impressions
		Clicks
		Views
		Conversions
	Reviewed	Reviewed
	Remind On	Remind On

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Now Available: DSP Inventory Forecasting

A better way to forecast is here!

Basis now offers a standalone DSP Inventory Forecasting tool, enabling and creating efficiencies for planning while ultimately saving time. This tool provides the ability for users to forecast on available DSP inventory based on a set of selected parameters.

What are the key benefits?

• Plan DSP line items without creating test campaign groups and tactics or uploading creatives

• Share data with clients and update forecasts based on feedback or new information

• Identify and capture opportunities to upsell clients

• Gather more granular data to share with prospects

How to use it?

To create a forecast follow the below steps:

• Step 1: Go to DSP Inventory Forecast (this tool can be found under the main menu and then select DSP Inventory Forecast)

• Step 2: Click Create forecast to open the forecast editor

• Step 3: Enter the settings that you plan to use for your tactic

• Step 4: Click Forecast to view a prediction your settings

Note: The Forecasted Maximum Daily Impressions graph displays the estimated impressions your tactic can win at different CPM bid amounts. The blue section of the graph indicates the optimum bid range for a tactic with these settings.

• Step 5: Click Save to save this forecast for future reference (note: your saved forecast will appear in the main DSP Inventory Forecast screen).

• Revisit your saved forecast: After you create a forecast, you can revisit it at any time from the main DSP Inventory Forecasts screen. Use the Options menu to edit, duplicate, or delete a forecast.

Further step by step details can be found here!

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Basis Releases: 10/20/21

International Zip Codes

Additional international Zip Codes are now available! The following Zip Codes have been added in the Tactic Editor: Mexico, Spain, Colombia, and Argentina.

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