Forecast To Tactic
Save time when creating new tactics and eliminate manual entry errors
The Forecast to Tactic feature allows users to create and populate campaign tactics automatically based on forecast templates.
What are the key benefits?
Save Time & Improve Workflow:
When selected, tactic targeting parameters are transferred automatically from saved DSP Inventory Forecast Templates.
Transferring Forecasts
In planning mode, select a campaign
After creating a line item and group, tactics can be created
Click the three dots to the left of the GRP
Select “Add tactic from Forecasting”
Click the “+” button next to the desired forecast in the overlay
The forecast will populate into a tactic within the tactic editor
(Note: Instructions assume a forecast has already been created in saved through the DSP Inventory Forecasting)
More information and detailed forecast transfer instructions can be found here.
Feature Spotlight: DSP Inventory Forecasting
Plan better with more accurate and efficient forecasting – A BasisAutomate+ Feature
The DSP Inventory Forecasting tool is an in-platform forecasting tool for reach and spending projections, providing the ability for users to forecast available DSP inventory based on personally selected campaign and targeting parameters.
What are the key benefits?
Accurate, Efficient Planning: Plan DSP line items with a standalone, in-platform forecasting tool that sets accurate expectations before a campaign launch
Pre-Campaign Testing: Share data with clients and update forecasts based on feedback or new information
Incremental Opportunity: Test, Identify and capture incremental client opportunities
Transferable Forecast: Transfer forecast into new, populated campaign tactics
The tool is located in the left side menu of Basis, under RESEARCH. It is available to all Basis Platform users. Link to feature in Basis
Additional Resources Available:
Available Education:
Check out this video for a detailed walkthrough of the DSP Inventory Forecasting tool
If you like to become further your education and become a DSP Inventory Forecast expert you can also take the Basis AdTech Academy Course. Take The Course!
New Metric: Net Media Daily Target
Easily see what your search campaigns should be spending on a per-day basis with the new net media daily target metric! The goal of this metric is to give you a target daily spend number for search campaigns based on the budget and days remaining.
What are the key benefits?
Many specialists who run search campaigns rely on external trackers or spreadsheets to calculate this number, which is a time-intensive process prone to manual error. With this new pacing metric, analysts and digital media specialists can easily see if there is a need to shift budget between Google Ads Campaigns or Line Items to improve the campaign performance.
How is the metric calculated?
Net Media Daily Target = (Net Media Contracted - Net Media Spend up to yesterday) ÷ Days Remaining including today.
Where can I see it?
Navigate to a specific campaign view.
Click on the Analytics tab
Click on Search in the Channels pane.
See metrics in the Line Item pane.
Click on one Line Item.
See metrics in the Delivery Sources pane.
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Emily Kennedy
