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:

From the Home page, click Data Analysis in the sidebar menu. At the top of the page, click the Goals tab. This will take you to the account-level Goals page. From here, you can create and manage goals across your Clients.

Click Create Goal in the upper right corner. In the pop-up, choose to create a new Goal or clone an existing one.

Click Continue to open the Goal Details.

Next, select the client you want to create a Goal for, and 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 and select either a recurring or one-time 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 Data Analysis page, click the Goals tab at the top to open account-level goal management. In the Goals table, click the ... to the far right of your chosen Goal, and click Edit.

This will launch the Goal popup, where you can change any of the Goal fields as needed. When you're finished editing, click Save in the bottom left.

From the Data Analysis page, click the Goals tab at the top to open account-level goal management. In the Goals table, click the ... to the far right of your chosen Goal, and click Clone.

In the Goals editor, click the Filter by Client dropdown, then click to select the Client for this Goal. When all required fields are entered, click Clone 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 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.

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 😄