---
title: "Goals &amp; Budget Tracking for Agencies | Two Minute Reports"
url: "https://twominutereports.com/goals"
description: "Set client goals, track budget pacing, and prove your agency&#x27;s impact with real-time goal and budget tracking built for marketing reports."
---

# Goals &amp; Budget Tracking for Agencies | Two Minute Reports
## Overview

[MCP Integration](/mcp)[Connect Your Data to Claude & ChatGPT - Get Instant Insights](/mcp)

Goals & Budget Tracking

# Set Goals. Prove Your Agency's Impact.

Show clients exactly where their budget is going and how close every campaign is to hitting its target, with real-time goal tracking built for agencies.

[Start Your Free Trial](/signup)[See Plans & Pricing](/pricing)

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.

[Start Free Trial](/signup)

### Monitor Goals

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

### Share Clear Reports

Build client-ready reports that clearly show goal progress and key milestones.

### Control Every Dollar Spent

Set spend targets, track 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 a Goal or a Budget

Set performance goals like ROAS, leads, or conversions, or create custom goals and budget targets across your campaigns and clients.

3

### Define Goal Details

Name your goal, choose the metric, and scope it to specific campaigns or the full account. Set it as recurring or one-time.

4

### Set Your Target

Define a numeric target for a monthly, quarterly, or annual period and let the system automatically track your pacing.

5

### Track and Share Progress

Watch your goals update with accurate data and share client-ready dashboards or schedule automated reports with ease.

![Step 1](/images/goals/add client.png)

What You Can Do

## Every Feature You Need to Prove Performance

From custom goal metrics to budget pacing, trend analysis, and projections, all live in one place.

Track Progress With Precise Insights

### Create Client-Specific Goals That Prove Results

Create goals tied to the metrics that matter most to each client, conversions, ROAS, impressions, leads, and watch progress build in real time. Custom goal metrics mean you only report what actually matters.

[Learn how goal tracking works](/features)

![Google Ads conversion goal progress chart](/images/goals/goal-progress-chart.png)

Complete Performance Overview

### Analyze Monthly, Quarterly & Annual Results All in One Place

When setting up a goal, choose the time period that works best, monthly, quarterly, or annually. All your results are tracked and displayed in one place, giving you and your clients a clear and consistent view of progress.

[See reporting views](/features)

![Monthly, quarterly, and annual results view for Acme Corp](/images/goals/schedule_client.png)

Budget Control

### Use Goal-Driven Budget Pacing

Set monthly or campaign-level budget targets and track pacing every single day. Get ahead of overspend and underspend with visual alerts that surface issues early, so your clients never have to bring it up first, and you always stay in control.

[Explore budget pacing](/features)

![Budget pacing across all clients](/images/goals/budget-pacing.png)

Flexible Goal Tracking

### Set Campaign Targets Aligned With Your Client's Strategy

Every campaign is different and your goals should reflect that. Set recurring goals for ongoing long-term tracking or one-time goals for fixed campaigns with custom start and end dates, so your reporting always fits exactly how each client works.

[Learn about goal types](/features)

![Active goals list with recurring and one-time tags](/images/goals/Flexible Goal Tracking.png)

Performance Trend

### Spot What's Working Before Your Next Client Call

Trend lines across all your goals give you a bigger picture of how your campaigns are performing. See whether a campaign is accelerating, plateauing, or needs attention, so you always know where things stand. Stay ahead of client conversations, spot issues early, and walk into every meeting with the right answers.

[See trend analysis](/features)

![Six-month goal trend chart with conversions and ROAS](/images/goals/goals_dashboard.png)

Budget Insight

### Turn Client Data Into Success Stories

Telling a clear story with your client's data makes reporting more meaningful. Combining goal progress with budget insights shows clients exactly what was spent, what was achieved, and the value your agency delivered.

[Explore budget insights](/features)

![Campaign story summary with KPIs and efficiency bars](/images/goals/goal.png)

Projections

### Know Where You'll Land Before the Period Ends

Projections use current pacing data to forecast end-of-period results for every goal and budget. Walk into client calls with confidence and flag potential shortfalls early enough to actually do something about them.

[Learn about projections](/features)

![Projected end-of-period KPIs for Acme Corp](/images/goals/goals_dashboard.png)

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 hard spending limits for each campaign and always know exactly where your budget stands before it becomes a problem.

### See Every Client's Budget at a Glance

View and manage all your client budgets across every platform in one organised dashboard. 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

Create custom budgets for any campaign, cycle length, or time period. Set budget targets that 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

More Features

## Everything Your Agency Needs

Goals & Budget is just one piece. Two Minute Reports is a complete reporting stack for modern marketing agencies.

[

### Blazing-Fast Reports In A Blink

Your automated reports load in under 5 seconds and reach clients instantly, backed by 99.9% uptime you can rely on.

Learn more

](/speedboost)[

### Fully Brand Every Report Your Way

Deliver reports, dashboards, and emails under your own branding, so your agency stays front and center with every client update.

Learn more

](/white-label-reports)[

### Set Reports On Autopilot

Set up reports once and deliver them on time, automatically. Get alerted instantly if any automation fails, so nothing slips through.

Learn more

](/automated-marketing-reports)[

### Blend Your Campaign Data Across Sources

Get notified when refresh fails across blended sources, ensuring your cross-channel insights are always up-to-date.

Learn more

](/data-blending)[

### Never Send a Broken Report

Catch issues like query failures or refresh errors before your clients do, and ensure every report is complete and reliable.

Learn more

](/alerts)[

### Manage Multi-Client Reporting In One Click

Map data sources to the right clients, automate delivery, and ensure every report reaches the right stakeholder on time.

Learn more

](/client-mapping)[

### Build Dashboards That Bring Clarity

Create client-specific dashboards that are structured, branded, and built to clearly communicate performance.

Learn more

](/custom-marketing-dashboards)[

### Track Every Goal & Budget

Goal and budget tracking lets you set targets, monitor pacing, and prove campaign impact with every client report.

Learn more

](/signup)

## 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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Snapchat Ads

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Google Trends

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Apple AppStore

Mobile

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ChatGPT

Other sources

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Apple Search Ads

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HubSpot

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Twitter Ads

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Show All

### Frequently Asked Questions

What is campaign goal tracking?

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.

What is the difference between a recurring goal and a one-time goal?

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.

How does budget pacing work?

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.

Can I set different goals for different clients?

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.

Can I set both a performance goal and a budget target at the same time?

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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