Create a goal

A goal is a numeric target for a metric over a period: “at least 400 leads this month”, “at most R$ 15,000.00 in spend”, “ROAS of at least 4 until the end of Black Friday”. Once it's created, Relator compares the running total with the expected pace and projects where you will close. Creation is guided in three steps: Metric, Target and Alert.

Before you start

• Plan: goals are part of Pro, Scale and Enterprise, and of the free trial. On Starter, the button opens the plan options. See plans and pricing.
• Who can create and edit: the account owner (company), the agency team and, on the client side, Admin and Editor.
• A goal belongs to one client. Pick the client in the top switcher before opening Goals.
• The metric needs a connected source. With no connection that measures it, the goal shows No data.

Step by step

1. 1
   Step 1

   Open Goals and click New goal

   In the sidebar, click Goals. In the header, click New goal. If there are no goals yet, the same button appears in the middle of the screen, under No goals yet.

   Illustrative screen

   Korra/Goals

   Ask RelatorAIPT

   GoalsTrack Korra's targets and see what needs attention.

   This month

   New goal1

   No goals yetCreate your first goal to track revenue, conversions, ROAS, and more against a clear target.

   1. 1New goal opens the creation wizard.

2. 2
   Step 2

   Pick the metric

   In the Metric step, search in Search metric… or scroll the list. Metrics are grouped by source.

   • General: CPA and ROAS adding up the client's paid media platforms.
   • Meta Ads, Google Ads, GA4: the metrics of each connected platform.
   • HubSpot or RD Station CRM: CRM revenue, won deals, leads and win rate.

   Illustrative screen

   Korra/Goals

   Ask RelatorAIPT

   Goals

   No goals yet

   New goalStep 1 of 3

   MetricSearch metric…

   1

   General

   • CPA
   • ROAS

     2

   HubSpot

   • 

     CRM revenue
   • 

     Won deals

   Next

   1. 1The search filters metrics by name.
   2. 2Click the metric to move on to the Target step.

3. 3
   Step 3

   Set the target and the period

   In the Target step, fill in How much? and check the direction: the switch toggles between At least this value and At most this value. Relator already suggests the right direction (cost and CPA: at most; conversions, revenue and ROAS: at least).

   • Until when?: Today, This week (Monday to Sunday), This month or Dates to choose a Start and End. The line “End of period: …” confirms the date.
   • Goal name (optional): for example, “Black Friday campaign”. Without a name, the goal shows under the metric's name.
   • Preview: shows the sentence exactly as the goal will appear in the list.

   Illustrative screen

   Korra/Goals

   Ask RelatorAIPT

   Goals

   No goals yet

   New goalStep 2 of 3

   How much?4

   1

   At least this value

   2

   Until when?This monthThis weekTodayDatesEnd of period: Oct 31.

   3

   Goal name (optional)October ROAS

   BackNext

   1. 1How much? takes the target: a number greater than zero.
   2. 2The switch sets whether the target is a floor or a ceiling.
   3. 3Until when? sets the evaluated period.

4. 4
   Step 4

   Set up the alert

   In the Alert step, keep Notify when off pace on and adjust the Alert threshold (default 10%). The threshold is the slack allowed between the projection and the target before the goal leaves On track.

5. 5
   Step 5

   Create the goal

   Click Create goal. “Goal created.” appears and the goal joins the list, already showing its pace status.

How to choose a good target

• Don't overspend the monthly budget

  Metric

  Platform spend

  Direction

  At most

  Period

  This month

• Generate volume

  Metric

  Conversions or Leads

  Direction

  At least

  Period

  This month or This week

• Media efficiency

  Metric

  CPA (General)

  Direction

  At most

  Period

  This month

• Return

  Metric

  ROAS (General)

  Direction

  At least

  Period

  This month or Dates

• Closed sales

  Metric

  CRM revenue or Won deals

  Direction

  At least

  Period

  This month

Common problems

• “Enter a numeric value greater than zero for the target” → How much? is empty, zero or contains text.
• “Choose the start and end dates of the period” → with Dates, both dates are required, and the end can't come before the start.
• Clicking New goal opens the upgrade window → your current plan doesn't include goals.
• The metric I want isn't listed → its source isn't connected for this client.