Custom Reports just got more goal oriented, thanks to a new widget.
The new goal widget can be used for tracking targets on total sales, number of orders, new customer sales, add to carts, sessions, and more. It shows where you stand compared to the goal and how much is left.
How to add a goal widget
- Open the Custom Report you want the goal in and add a widget
- Select the goal widget
- Choose the metric you want to set a target for
- Add any filters you need, including marketing channel, campaign name, country, SKU, product category, and more
- Set your target value and the date range the goal covers
- Click “Save Widget”
Updating goals for a new period
When the date range ends, the widget marks the goal complete and stops tracking. The final number stays on screen next to the target.
At the start of any new period, edit the widget with the new date range and update the target if it has changed.
Ways to use it
- Monthly sales target on the main performance dashboard
- Channel spend target with a filter applied to a single ad platform
- New customer sales goal for the quarter
- Add to carts or sessions target during a promotional period
These are simply ideas. The widget covers plenty of other metrics, so you decide the metrics you’d like to see.
Get started
The goal widget is available in Custom Reports now. If you want to see how it fits your reporting, we can walk you through it.
Frequently asked questions
What is the goal widget in ThoughtMetric?
The goal widget is a Custom Report widget that tracks progress toward a target you set. It shows where you stand compared to the goal and how much is left to reach it.
The goal widget is a Custom Report widget that tracks progress toward a target you set. It shows where you stand compared to the goal and how much is left to reach it.
What metrics can I set goals for?
You can set goals for total sales, number of orders, new customer sales, add to carts, sessions, and many other metrics in ThoughtMetric.
You can set goals for total sales, number of orders, new customer sales, add to carts, sessions, and many other metrics in ThoughtMetric.
Can I set a goal for a specific channel, campaign, or product?
Yes, you can add filters to any goal. Filters include marketing channel, campaign name, country, SKU, product category, and more.
Yes, you can add filters to any goal. Filters include marketing channel, campaign name, country, SKU, product category, and more.
What happens when a goal’s date range ends?
The widget marks the goal complete and stops tracking. The final number stays on screen next to the target so you can see how the period finished.
The widget marks the goal complete and stops tracking. The final number stays on screen next to the target so you can see how the period finished.
Do goals reset automatically for a new period?
Goals do not reset on their own. At the start of a new period, edit the widget with the new date range and update the target if it has changed.
Goals do not reset on their own. At the start of a new period, edit the widget with the new date range and update the target if it has changed.
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