The Ad Plan Summary lets you view all your ad plans with campaigns and budgets. It provides visibility into your advertising budget and helps you track your spending.
Benefits of Ad Plan Summary
Using the Ad Plan Summary, you can:
- Plan and allocate budget strategically: Increased transparency across ad plans enables more effective spending.
- Reduce manual tracking and errors: Save time and prevent mistakes by tracking ad plans directly in Demandbase Advertising, eliminating the need for spreadsheets.
- Self-monitor ad plans: Access your ad plans independently without reaching out to Demandbase for assistance.
Access Ad Plan Summary
From the left navigation bar, go to Advertising > Ad Plan Summary.
Ad Plans KPI Cards
The Ad Plans KPI cards provide an overview of your overall advertising budget and spending.
KPI Card | Definition |
|---|---|
| Active ad plans | Number of active ad plans |
| Total approved budget | Total advertising budget for all your active ad plans |
| Total allocated | Total advertising budget allocated across all your active ad plans |
| Total spend | Total advertising spend across all your active ad plans |
Ad Plans Table
The Ad Plans table shows your active ad plans along with their budget and spending details.
Column Name | Definition |
|---|---|
| Campaigns | Number of active campaigns with spending allocated from the ad plan |
| Budget | Total advertising budget for the included campaigns |
| Allocated | Total advertising budget allocated across the included campaigns |
| Spend | Total advertising budget spent to date across the included campaigns |
| Remaining budget | Total remaining advertising budget that can be allocated |
From the Ad Plans table, you can:
- Search for an ad plan: Click the magnifying glass icon.
- View the campaigns included in an ad plan: Click the arrow next to the ad plan name to expand the row. The expanded view shows each campaign’s spend, budget, and flight dates.
- Export details for all ad plans as a CSV file: Click Export at the top right of the table.
- Export details for a single ad plan as a CSV file: Click Export within the expanded row.
- Create a new campaign from an ad plan: Hover over the ad plan name, click the gear icon, and select Create a new campaign using this ad plan
- Edit ad plan name: Hover over the ad plan name, click the gear icon, and select Edit ad plan name.