Hit Targets and Stay On Budget with Goal and Budget Tracking

Clients need a clear way to see how you're driving progress toward their goals. Drag and drop goal tracking into reports and dashboards, visually track key metrics as they move toward targets, and provide instant visibility into campaign performance—so clients see the impact of your work at a glance.

Your clients’ KPIs are as unique as they are. Create your own formula with custom metrics to visualize how your agency is performing against your clients’ custom goals. The Goals feature automatically calculates your progress to report if each goal is on or off track. Easily measure against targets to showcase your success in a visual way.

Maximize your marketing impact by using the Goals feature to manage budget pacing. Set, track, and adjust your spending goals in real-time to ensure optimal ROI and client satisfaction. Keep your campaigns financially focused and efficient, preventing budget overruns with precision and ease.

Easily filter and view your agency’s goals across client groups you've created to see your performance for multiple locations, brands, or clients—all in a single view. Want to see goals for a specific client? Simply click that client name or navigate to that client for a customized view of how you're progressing toward your related goals.

Storytelling with client data is crucial for impactful reporting. Including tracked goals paints a vivid picture of progress and success, demonstrating the tangible value clients receive from their investments. Keep clients well-informed, building lasting trust, and reinforce the effectiveness of your agency's efforts.

Whether you're tracking ongoing performance, managing a time-bound campaign, or hitting a firm deadline, choose between recurring and one-time goals—complete with custom start and end dates to match your strategy.