Now that your desired integrations have been set up (or are in process) it's time to make sure you're...
Getting The Most Out of Performance
You've explored the basics of the Performance tab, but now let's focus on getting the most out it. We'll start with KPIs (an integral piece of performance), then make sure your charts display the data you need, and lastly we'll check out the exports that are available for performance!
KPIs & Performance
Each data source is associated with a particular list of KPIs. For example, if you're using AdWords the KPIs provided will be Conversion Value, Calls, Clicks, Net Media Cost, Impressions, Views, and Conversions. The KPIs will appear in your table view and under the Metrics tab of your chart view.
Don't need to record data for all KPIs associated with a source? No problem! You can remove the ones not needed (as long as they're not associated with a placement's rate) under Campaign Settings - KPI Columns.
Now that you know where the KPIs are coming from, let's look at the data found within each view.
- Figures within the grid represent the Period Actual for each KPI (driven by the Period Start and End dates)
- Hovering over the emoji will show you details on the KPI
- Totals for each KPI
- The grey, top figure represents the planned amount (based off of the data entered in the media plan)
- The bold, bottom figure represents the actual amount (coming from the data source(s) used)
- The emoji gives you an idea of how your doing at a glance (percentage is based on pacing for that particular KPI). Smile = doing good, frown = not so hot.
Details will differ dependent upon which level you're viewing performance at.
- Placement - will show KPI based figures for that specific placement ONLY
- Campaign - will show KPI based figures for all placements within a campaign that are acquiring data from a source
- Advertiser - will show KPI based figures on all placements under an advertiser that are sourcing data
- Organization - will show KPI based figures for any placements that are sourcing data
One last tidbit regarding KPIs, sometimes you'll notice there is a quantity for actual that came through for a specific KPI, but there is no planned data to compare it to - something that looks like this:
If this happens it will cause no data to appear within the progress, pacing or cost charts, but no need to worry all that you have to do is add KPI planned quantity data at the respective level (placement or campaign). As soon as you do that, the planned number will appear under Performance and charts will populate.
All About the Charts
The granularity chooser can be changed to totals, daily, weekly, monthly, quarterly or annually. Watch the Progress chart below change from totals to weekly granularity.
You can apply date filters as needed.
Lines & Goals tab provides placement specific data for each metric. Here you can see goal and actual figures broken down per placement, progress and pacing percentages, and more emojis!
Tip! Lines & Goals also acts a 'portal' to the placement level performance tab - by clicking through on any of the placement names you will be brought to the respective placement's Performance tab.
Pulling Performance Reports
There are a couple of options when it comes to outputting performance data:
- Export options are available in Image (.png) or PDF format.
- If you love data in spreadsheet format, I've got good news for you, the Data Sheet tab can be downloaded to Excel by the click of a button.
You're pretty close to an expert now, but you have one final performance goal left - Performance Goal #4 - Presenting Performance Data in Your Flowchart