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:

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, enter a name for the Goal. This is used to identify the Goal in Goal tables and will appear on Goal widgets.

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

Alternatively, click the integration name, then scroll to find the Metric.

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.

Next, choose the Goal type. Recurring Goals repeat at set intervals, while One-time goals can be open-ended or include a Due Date.

Lastly, fill in the remainder of the Goal details. The table below describes each field and its purpose.

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

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.

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.

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.

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 Goals at the bottom of the toolbar on the right, then 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.

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.

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!

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄