Forecasting in UAS

Document created by catherine.racette on Feb 24, 2017Last modified by catherine.racette on Jul 6, 2017
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Introduction

A Forecast Report helps you predict whether you'll have enough available inventory to fulfill the requirements of a new order or line item or to project how current line items will perform and whether they'll meet their goals. The report is an estimate that calculates future trends based on historical data, trends and demographics.

Note: Forecasting Reports apply to Sponsorship and Standard Line Items only

Creating a Forecasting Report

  1. Select Analytics | Forecasting from the main navigation.
  2. Click Create Forecast Report.
  3. Select the Type of forecast you want to create: Date by Ad Unit or Ad Unit by Date. This determines how the content of the report will be sorted.
  4. Enter a Name and Description for the report.
  5. Enter the Forecast Period by selecting a time period from the drop-down list to apply to this report, or enter a custom date range in the Start Date and End Date fields.
  6. Set a Priority level using the drop-down list. Priority enables you to display forecasting information for only a particular priority level and above.
    For example, If you set the priority level to 1, the report will only show inventory available with line items set at the highest priority level (1). However, if you set the priority to 4, the report will show available inventory with line items set at priority levels 1-4.
  7. Select how you want to filter Ad Units and/or Ad Unit Groups for the report in the Filters section.

    Note that Run of Network is selected by default until specific selections are made.
  8. To run the report immediately, click Save and Run; to save the report parameters as a draft, click Save - Do Not Run.

    If you run the report, it will generate a confirmation that it has been queued. Access the report in the Forecasting Management screen when available.

    Reports that are saved, but not run, are available as Draft in the Forecasting Management screen.

Managing a Forecasting Report

Use Forecasting Management to view reports and settings, run a report, or edit, copy, download or archive a report.

  • To access Forecasting Management, select Analytics | Forecasting from the main navigation.

 

Actions can be taken on a Forecasting Report from the Forecasting Management screen or while viewing a report. You can:

  • View Report Results
  • View Report Settings
  • Run a Report (if in Draft mode)
  • Edit a Report
  • Copy a Report
  • Download a Report
  • Archive a Report

 

From the Forecasting Management Screen, select the drop-down menu in the Actions column for the report you want to take action on.

OR

While viewing a Forecast Report (View Settings), select the Edit button to edit or select an option from the drop-down Actions menu.

Archiving Multiple Forecasting Reports

You can archive multiple Forecasting Reports at one time from the Forecasting Management screen.

  1. Select Analytics | Forecasting from the main navigation.
  2. Click Manage List to activate the selection checkboxes to the left of the report listing.
  3. Select the checkbox for each report you want to archive.
  4. Select Actions | Archive at the top of the table.

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