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Goals & Budget Tracking

Set Goals. Prove Your Agency's Impact.

Set a goal for every client, see the metrics that drive it, and let AI suggest goals and targets from each client's own data, with goal and budget tracking built for agencies.

Goal tree with a booked-appointments goal and the metrics that drive it
WHY GOALS MATTER

Show Your Clients Every Goal You Achieve

Agencies that report on goals retain clients longer. Give every stakeholder a clear, shared picture of what success looks like and how close you are to it.

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Monitor Goals

Set your goals and watch how close you are to achieving them.

See What Drives Results

Every goal has a tree of the metrics that move it, so you see which one is off course.

Control Every Dollar Spent

Set spend targets, see daily pacing, and get ahead of overruns before they happen.

Build Long-Term Client Trust

Keep your clients' budget on track and aligned with their goals.

Getting Started

Up and Running in Under 5 Minutes

No engineering, no complex setup. Just connect your accounts and start setting goals in a few simple steps.

1

Connect Your Client Accounts

Connect your data sources and map each account to the right client from a single workspace. Supports Google Ads, Meta, LinkedIn, TikTok, and 19+ more integrations.

2

Create Goals With AI or Your Own

3

Define Goal Details

4

Set Your Target

5

Track and Share Progress

See how it works
What You Can Do

Every Feature You Need to Prove Performance

From goal trees and AI goal suggestions to budget pacing, projections, and what-if planning, all live in one place.

Goal Trees

See What Drives Every Client Goal

Each goal sits at the top of a tree of the metrics that move it, such as spend, clicks, and sessions. Every link shows how closely two metrics move together, so when a goal falls behind, you see which driver is off course.

Learn how goal trees work
Goal tree with a booked-appointments goal and the ad metrics that drive it
AI Goal Suggestions

Get a Goal, Its Drivers, and Targets in Minutes

Pick a client and Two Minute Reports reads its accounts, website, and past months of data, then suggests the main goal, the drivers under it, and a target for each. You review every card before anything is saved.

See how suggestions work
Review of a suggested conversions goal with its target, period, and goal tree
Progress Tracking

Create Client-Specific Goals That Prove Results

Create goals tied to the metrics that matter most to each client, such as conversions, ROAS, leads, or any custom metric. See the current value, the target, and the progress of the goal and each sub-goal.

Learn how goal tracking works
Goal performance list with current value, target, progress, and projection
Projections

Know Where You'll Land Before the Period Ends

The trend chart shows the metric day by day against its target, with a projection to the end of the period at the current pace. See a shortfall early enough to do something about it.

Learn about projections
Trend over time chart with the target and the projection to the end of the month
Simulate

Test a Budget Change Before You Make It

Move the slider on a budget or rate and see how the drivers and the goal would change. Simulate learns from the goal's own history, so you can plan the next step with your client using their numbers.

Explore Simulate
Simulate mode on a goal tree with sliders on budget and rate cards
Budget Control

Use Goal-Driven Budget Pacing

Two Minute Reports tracks spend against the budget limit every day. See what is spent, what is left, the projected spend, and the daily spend that keeps the budget on pace, so overspend and underspend never surprise you or your client.

Explore budget pacing
Budget pacing with spend, budget left, projection, and the daily spend needed
Recurring and One-Time Goals

Set Campaign Targets Aligned With Your Client's Strategy

Set recurring goals that start again each month, quarter, or year, or one-time goals for fixed campaigns. Choose the accounts and campaign filters each goal reads, so it fits exactly how each client works.

Learn about goal settings
Create goal settings with budget, recurrence, dates, accounts, and filters
BUDGET MANAGEMENT

Manage Every Client's Ad Spend in One Place

Stop monitoring budgets manually across dozens of campaigns and clients. Automate the hard parts so nothing slips through the cracks.

Stay Within Budget

Set a spending limit for each client's goal and always know exactly where the budget stands before it becomes a problem.

See Every Client's Budget at a Glance

See every client's budget and its pacing in one list on the Goals page. No more jumping between accounts to check where things stand.

Plan Ahead With Budget Targets

Plan your budget targets so every campaign starts with a clear spending plan and no surprises down the line.

Budgets Built Your Way

Set monthly, quarterly, yearly, or one-time budgets, filtered to the campaigns that count. Match exactly how each client plans and spends.

★★★★★

“Two Minute Reports changed how we run client reviews. Goal tracking used to take hours each week, now it's all automated and our clients can see exactly where every dollar is going. Retention has genuinely improved since we started using it.”

JL
Jamie Langford
Head of Performance, Growth Wave Agency

Maximize reporting effectiveness with various data sources

Effortlessly connect and automate data collection from all your sources within minutes. Retrieve important marketing data tailored to your needs.

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Frequently Asked Questions

A goal tree shows a client goal at the top and the metrics that drive it below, such as spend, clicks, and sessions. Each link shows how closely two metrics move together, so when the goal falls behind you can see which driver is off course. A driver with its own target is a sub-goal.
Campaign goal tracking lets you set specific targets for your campaigns, such as conversions, ROAS, or leads, and monitor progress toward them in real time. It gives you and your clients a clear picture of how campaigns are performing against what was planned.
A recurring goal resets automatically at the end of each period, making it ideal for ongoing campaigns. A one-time goal has a fixed start and end date, making it perfect for seasonal campaigns or product launches.
Budget pacing tracks how your spend is distributed across a campaign period. It shows whether you are on track to use your full budget by the end of the period, helping you avoid overspending or underspending.
Pick a client, and Two Minute Reports reads its assigned accounts, its website, and its past months of data. It suggests the main goal, the drivers under it, and a target for each, usually within a few minutes. Nothing is saved until you review the suggestion and create the goal.
Yes. You can create individual goals for each client based on the metrics they care about most. Every client has different priorities, and your goals can reflect that.
Yes. You can combine a performance goal with a budget target so you can track both what you are achieving and what you are spending, all in one place.

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