Track goals: pace and forecast

The Goals screen doesn't just show whether the target was hit: it compares the running total with what should have happened by now and projects where you will close if the pace holds. That way you can act on the 10th instead of finding out on the 31st.

Before you start

• You need at least one goal. See create a goal.
• Anyone with access to the client sees the goals. Editing, duplicating, archiving and deleting is for people who can edit the client.
• The numbers depend on the sources' latest sync. See update frequency.

What each status means

• On track

  When it shows

  The forecast stays within the target, with the alert threshold as slack.

• At risk

  When it shows

  The forecast misses the target by more than the threshold, but by no more than twice it.

• Off pace

  When it shows

  The forecast misses the target by more than twice the threshold, or the period closed without hitting the target.

• Achieved

  When it shows

  The period closed with the target met, or an “at least” goal on a volume reached the target before the end.

• No data

  When it shows

  No connected source measures the metric, or there is no reading yet in the period.

How the forecast works

For volumes (spend, conversions, leads, revenue), the forecast is the running total divided by the share of the period already elapsed. For rates (CPA, ROAS, win rate), the forecast is the current value: a rate doesn't “accumulate” until the end of the month.

Example with a 10% threshold: a goal of at least 400 leads in September (30 days). On the 15th, half the month has passed.

• 200

  Forecast

  400

  Gap to target

  0%

  Status

  On track

• 185

  Forecast

  370

  Gap to target

  8%

  Status

  On track (within 10%)

• 170

  Forecast

  340

  Gap to target

  18%

  Status

  At risk (between 10% and 20%)

• 150

  Forecast

  300

  Gap to target

  33%

  Status

  Off pace (above 20%)

For at most goals (such as spend), the math is the same in the other direction: forecasting R$ 16,800.00 against a R$ 15,000.00 ceiling is 12% over, so with a 10% threshold the goal is At risk.

How to use the Goals screen

1. 1
   Step 1

   Read the summary at the top

   The Goals on track and Goals at risk cards give you the score. Right below are the numbers Total, On track, At risk and Achieved.

   Illustrative screen

   Korra/Goals

   Ask RelatorAIPT

   GoalsTrack Korra's targets and see what needs attention.

   This monthNew goal

   Total5

   On track3

   At risk1

   Achieved1

   1

   At risk

   • Leads ≥ 400 until the end of the month · Meta AdsAt the current pace you close at 300 (-25%)

     Off paceGoal actions

     2

   On track

   • Spend ≤ R$ 15,000.00 until the end of the month · Google AdsAt the current pace you close at R$ 14,200.00

     On track

   1. 1The scoreboard of the client's goals.
   2. 2Each row shows the goal sentence, the forecast and the Goal actions menu.

2. 2
   Step 2

   Start with the Decision card

   The Decision card says how many goals are at risk and which one to tackle first. Next to it, Next actions lists shortcuts: See the goal at risk, Set a sales goal (when there is a CRM with no goal), review goals with no data and Archive achieved goal.

3. 3
   Step 3

   Go through the groups

   The list is grouped by pace: At risk, Attention, On track, Achieved and No data. Each row shows the sentence (“Leads ≥ 400 until the end of the month · Meta Ads”) and the forecast (“At the current pace you close at 300 (-25%)”).

4. 4
   Step 4

   Act on the goal

   In the Goal actions menu:

   • Edit goal: reopens the wizard to change target, period or threshold.
   • Duplicate goal: creates a copy, handy to repeat the goal in another period.
   • Archive goal: removes it from the active list and keeps its history.
   • Delete goal: removes the goal and its evaluations; it can't be undone.
   • Ask the AI: opens RelatorAI with the question “Why is the goal … off pace?”.

Common problems

• Goal shows No data → the metric has no connected source for the client, or the period hasn't started. Check Sources.
• A CPA or ROAS goal swings a lot early in the month → with few days, the current rate moves a lot. Wait a few days or use a larger threshold.
• The result differs from the ads manager → see differences from the platforms.