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How to build a budget pacing report in ADL

Overview

ADL includes budget_pacing_performance, a campaign-level performance report used for measuring your campaign’s daily spend with respect to its lifetime budget and duration. Learn how to properly build this report by integrating your campaign settings into ADL.


Prerequisites


Instructions

Upgrading to ADL v2.7

1.) Ensure that your Alli Data Library 2.0 - Refresh app(s) version is running on v2.7 or higher. Re-run the app if necessary.

Creating a campaign budget pacing datasource

Before proceeding, ensure that a datasource or report doesn’t already exist for your customer in Alli. You can do this by querying:

SQL
select count(*) 
from {alli_client}.campaign_budget_pacing

in Data Explorer or the data warehouse environment of your choice. If it already exists, you may have to modify the datasource as necessary.

1.) Create a Google Sheet with the following headers:

Header

Description

Notes

platform

The ad platform in which the campaign is running

Ensure that the platform and campaign_name match the values seen in the ADL reports.

You can verify this by running the following query in Data Explorer:

SQL
select distinct
  platform, 
  campaign_name
from {alli_client}.campaign_performance
where campaign_name = '{campaign name}'

campaign_name

The name of the campaign

campaign_budget_start_date

The start date of the campaign budget

campaign_budget_end_date

The end date of the campaign budget

campaign_lifetime_budget

The budget amount of the campaign to be allocated equally across the days between the start and end dates (inclusive)

No special characters like # or N/A are allowed.

campaign_lifetime_budget should be set to column-type numbers only when creating an Alli data source

channel

The media channel of the campaign

Not required - can be blank

label

A label for the campaign

E.g., a Google Sheet with budget/pacing data for two Facebook Ads campaigns:

image-20240702-202552.png

2.) Create a Google Drive datasource named campaign_budget_pacing and connect the Google Sheet from the previous step.

The schema of your datasource should match the your Google Sheet, e.g., based on the above Google Sheet, the datasource’s Define your data tab should look something like:

image-20240702-184641.png

Select Save and Load Data to save and load your datasource. Validate that the corresponding rows were loaded via the datasource Audit section.

3.) Once the datasource is populated, the budget_pacing_performance report should automatically be populated with the daily allocated budget amounts. See example below:

E.g., if we look at the campaign, KBUS_DTC_PSM_Look_Product_Traff_06.01.2024 in the Budget Pacing Google Sheet, we can observe the following:

image-20240702-205949.png
  • The total budget amount is $250,000

  • The budget is set to be spent from to (12 days in total)

..which means that the daily budget is roughly $20,833.33 ($250,000 / 12 days)

This should manifest in the budget_pacing_performance report with the proper daily budget amount per day:

SQL
select *
from playground_core.budget_pacing_performance
where campaign_name ='KBUS_DTC_PSM_Look_Product_Traff_06.01.2024'
image-20240702-212036.png

If the report does not exist, ensure that the Alli Data Library 2.0 - Refresh app(s) is running on v2.7 or higher.

If the report exists, but is not populated with the expected values, ensure that the platform and campaign_name values for the campaign in question matches the values seen in the campaign_performance report.


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