Custom goals allow you to set and track the performance of a metric of your choice. These custom goals can then be added as widgets to reports and custom dashboards.
Some examples of tracking performance using custom goals include:
Google Ads spend
Ecommerce sales
Facebook Ads clicks
Web sessions
Create a goal based on a custom metric
Note: This feature is only available on some of our plans. If you're unsure if you have access, check our pricing page or reach out to our support team.
How to create a custom goal
In this example, we'll be creating a custom goal that tracks Google Adwords spend.
From within a campaign, click Goals at the top of your campaign overview to open the Goals page.
Here you will see the button "Create Goal" in the top right-hand corner.
In this window, you can select whether you'd like to create a new goal, or clone an existing one. Select Create a New Goal to move to the next step.
From here, you'll be presented with a screen where you can create your custom goal.
In the Name field, we'll be calling our custom goal 'Google Adwords Spend'.
This is the name that will appear when adding the goal widget onto the dashboard or reports.
The Interval determines the time period in which the goal will measure against.
We'll select 'Month'.
For Description, we'll be entering 'Goal to track Google Adwords Spend'. This field allows you to add an explanation for the goals you create.
In the Metric field, you will click into the field to reveal a contextual menu of the available integrations and metric options to choose from
(you can also type out the relevant metric name).
Next is Condition. This is where you can set which rule triggers your custom goal. Here we are choosing 'Greater Than Or Equal To', which means that our goal will be completed as soon as our value has been met or exceeded.
For the Value setting, choose your goal's threshold.
In this example we are going to use 300, which means that our goal is reached when Google Adwords Spend equals $300 or more.
You can also click 'Suggest Goal' which will find a recent value for that metric to suggest as a goal for you.
Our goal is now ready to be created. Click 'Save' once you are happy with the goal settings.
The custom goal will now be shown in the list on your campaign goals page.
Adding custom goal widgets to reports and dashboards
After you've created a custom goal, add it much in the same way as adding other widgets to your custom dashboard or to your reports.
In the 'Add Widget' menu, choose Goal.
Drag the goal you would like into your report.
You'll now be able to see your custom goal widget.
Note: If you see "an error occurred" after saving your widget, please check that your custom goal is valid and that the integrations relating to your custom goal are connected properly.
Monthly goals and date ranges
Once you've added goal widgets to your dashboards and reports, they obviously need to comply with the date range that you're looking at.
Since goal widgets show your progress towards a monthly goal, their data does not follow exact date ranges like most other widgets. Instead, the data shown in goal widgets is focused on one whole month.
To keep things simple, we look at the last day of your date range when determining your goal widget's month.
For example:
If your date range is June 1st to June 30th, the goal will be based on June's data
If your date range is April 20th to May 15th, the goal will be based on May's data
If we didn't do this, we'd have to make arbitrary calls for how to divide your data and how to determine goal pacing (and sometimes pacing wouldn't apply at all), and things can get messy.
We'll be releasing more goal options in the future, to give customers more flexibility outside of monthly goals. If you have a specific use case or suggestion, please let our support team know.