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Create custom goals

Create custom goals from the Goals tab of the Home page, then add them like you'd add any other widget to a report or dashboard.

Matthew Davis avatar
Written by Matthew Davis
Updated yesterday

Custom Goals

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

  • E-commerce sales

  • Facebook Ads clicks

  • Create a goal based on a custom metric

This feature is only available on some of our plans. If you're unsure if you have access, check our pricing page or contact our support team.

Create Custom Goals

On the Home page, click Goals at the top of the page to open the account-level Goals page. From here, you can create and manage goals across your Clients.

Click Create Goal in the upper right corner of the page to open the goal creation pop-up.

Choose to create a goal from scratch or to clone an existing goal, then click Continue.

Click the Client dropdown, then click the Client for which this goal will be tracked.

Next, fill in the Goal Detail fields to create your Custom Goal. Click the field or a dropdown menu, then click to select an option.

The table below describes the purpose of each field.

Name

Used to identify the Goal; this name will appear on Goal widgets

Interval

Determines the time period the goal will be measured against

Metric

The integration metric that the custom goal will be tracking

Condition

Choose the rule that triggers the custom goal

Value

Set the goal threshold

Description

Optional field for details explaining the purpose or content of the goal

In the Metric field, start typing the metric name to generate a dropdown list of possible matches, then click the Metric to select it.

After selecting a Metric, click its name to open the Filters dropdown, where you can filter it using the same filters available on the dashboard or report widgets.

When all fields are complete, click Create to finish your new Custom Goal.

Edit Custom Goals

From the Home page, click the Goals tab at the top to open account-level goal management. Scroll down the Goals page to view the Goals table.

Click the Goal name or click the ellipsis to the far right of the Custom Goal you wish to edit to open a dropdown, then click Edit.

This will launch the Goal popup, where you can change any of the Goal fields as needed, including changing the Client this Goal is tracking.

When you're finished editing, click Save in the bottom left.

Clone Custom Goals

From the Home page, click the Goals tab at the top. Scroll down the Goals page to the Goals table, then click the ellipsis to the right of the Goal you wish to clone.

Click Clone in the dropdown menu to open the Goals editor and adjust the cloned goal. Alternatively, click Create Goal in the upper right and select "Clone Goal".

In the Goals editor, click the Client dropdown, then click to select the Client for this Goal. When all required fields are entered, click Create at the bottom to create this goal.

Understanding the Goals page

At the top of the Goals page are three widgets that track the statuses of your goals. When viewing the Goals page within a Client, these widgets will only show data for that Client.

The goals table at the bottom of the page can be adjusted to display different columns by clicking the filters button in the upper right and then selecting the data to display.

Add a Custom Goal widget to a Dashboard or Report

After you've created a custom goal, you can add it to a dashboard or report the same way you'd add other widgets.

Click the Goals tab of the Add Widgets menu, then simply drag and drop the custom goal onto the dashboard or report.

You can also quickly create a Custom Goal for your current Client by clicking Add Goal at the bottom of the Goals tab.

How to Track Budget Pacing with Custom Goals

Budget pacing is an important tool that gives your team clear visibility into your spending. Using Custom Goals, you can set and track your monthly budget with a widget on dashboards or reports.

  1. First, create a goal using your monthly (or daily) budget as your goal amount.

  2. Add your goal as a widget to your custom dashboard or a report for increased visibility.

In the example below, this agency has a monthly Google Ads budget of $100,000.

In this case, it's over halfway through the month, so more than half of their budget, or $60,000, should be spent. Having spent only $48,567.00 this month so far, they're about 12% behind pace or below target.

The bar will be displayed in green if the goal is on pace or has surpassed the estimated target.

This goal will reset automatically at the start of each month, so if your budget has changed between months, make sure to edit the goal!

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