Goals serve as a vital tool for monitoring the advancement towards accomplishing your analytics conversions and events. Within this framework, you have the capability to establish monthly, quarterly or yearly targets for the number of conversions or events, facilitating a clear assessment of whether your objectives align with your expectations.
To set up Goals and leverage this valuable feature, kindly adhere to the steps listed below. This streamlined process will empower you to gain valuable insights into your progress and ensure effective goal alignment.
Obs: To use Goals, you need to have set up a connection to your analytics property. So head over to your organization settings, and add analytics as a resource if you haven’t already done so.
There’s currently two ways you can add your Goals; in the “Goals” report and in the “Website Analytics” -> “Conversions and events” report. We’ll have a look at both in this document.
“Goals” report #
1. Navigate to “Goals” via the “Sales” item in the main menu.
2. If this is your first time setting up a Goal, click the “Get started” button. If you’ve already setup a Goal, you can add another by clicking the “Add new Goal” button.
3. A form will pop up where you need to add the name for your Goal – e.g. “Products sold”. You must also select which conversion from analytics you’d like to compare your target to, if you want to measure your goal on a yearly, quarterly or monthly period – and most importantly, what your target is. Once you’ve added the information, click the “Save” button.
Please note that you can view your Goal on a yearly, quarterly or monthly period no matter what period you choose in this setup.
4. Once you’ve added your Goal, you can view your progress by clicking “Inspect”.
“Website Analytics” report #
1. Navigate to your conversions and events by first clicking on the “Website Analytics” link, and then clicking on the “Conversions and events” link in the submenu.
2. Click on the card – or the “Inspect” link – for the conversion or event you’d like to compare your new performance indicator to.
3. Add the name for your goal – e.g. “Products sold”. You must also select if you want to measure your goal on a yearly, quarterly or monthly period – and most importantly, what your target is. Once you’ve added the information, click the “Create” button.
4. Once you’ve created your new goal you can view the insights in the same view
5. If you want to look at the insights based on your date filter, monthly, quarterly or yearly – you can do so by clicking the buttons above the insights,
