Goals

Goals let you set performance targets and track progress against them with data from your connections. You set a target (such as revenue, leads, or conversions). Two Minute Reports then shows whether the goal is on pace to reach it.

Goals use the same data as your dashboards, so you do not have to compare numbers by hand.

What you can do

• Define targets for key metrics like revenue, leads, ROAS, or conversions
• Track progress without manual calculations
• View projected outcomes based on current trends
• See which goals are ahead, on track, at risk, or behind
• Monitor multiple goals across accounts and connectors in one place
• Set goals that repeat each month, quarter, or year
• Set budget targets and track daily spend pacing

How goals work

Goals are built on top of your existing data setup in Two Minute Reports:

• Connections: Your connected platforms, like Google Ads, Facebook Ads, Shopify, and more
• Accounts: The accounts the goal reads data from
• Goal logic: Compares current performance against your defined target

You are not creating separate reports. You are adding a performance layer on top of the data you already pull.

Create a goal

Step 1: Open Goals

In the sidebar, select Goals. Then select Create goal.

Step 2: Define goal details

Under Select a goal metric, select the metric you want to track:

A preset shows only when one of your connectors reports its metric. Custom is always available.

Each goal can use data from more than one connector.

Step 3: Configure goal settings

Configure the following options:

• Budget constraint (optional): Link the goal to an existing budget, or create a new one
• Goal recurrence: Select how often the goal resets: Monthly, Quarterly, or Yearly
• Starts on: The date the goal starts
• Ends on (Optional): The date the goal stops

Select Next.

Step 4: Set your target

Enter a number in Set target value to achieve. Then choose which direction shows progress:

• Higher is better (for example, conversions, revenue, leads)
• Lower is better (for example, cost per lead, bounce rate)

Select Save goal to create the goal.

View goal progress

After you create a goal, it appears on the Goals page with its status. Turn on Show projections to see projections.

Status

Each goal shows current performance against the target and is labeled as one of:

• Ahead: Performance is ahead of the target pace
• On track: Performance is within the expected range to reach the target
• At risk: Performance is falling behind the required pace
• Behind: Performance is far behind the required pace

For a goal where lower is better, Under target replaces Ahead and Over target replaces Behind.

Projections

Projections show the expected end-of-period performance based on current pacing. They help you see whether you are likely to meet your goal before the deadline. You can then act early if a campaign is falling short.

Goals page

The Goals page gives you a consolidated view of all goals across clients and accounts.

Budget overview: Shows what each budget has spent against its limit, and how spend is pacing.

Goal projections: Shows the projected performance of each goal against its target. Turn on Show projections to see it.

Goal cards: Each goal card displays:

• Current value
• Target value
• Projected value
• Status
• Time remaining

Budget management

Goals include built-in budget tracking so you can manage client ad spend alongside performance.

• Set a budget limit for a period and see how spend is pacing against it
• View all client budgets across every platform on one page
• Plan budget targets upfront so every campaign starts with a clear spending plan
• Set a budget to repeat each month, quarter, or year

Budget pacing tracks how spend is distributed across the period. It shows whether you are on track to use the full budget by the end of the period. This helps you find overspending or underspending before clients notice.

Errors and data availability

If data cannot be fetched, the goal may show an error such as:

Couldn't load the latest data

Common causes:

• The connection needs reconnecting
• The goal's accounts or metric are no longer available
• A temporary delay from the platform

Check the status of your connections if a goal shows an error. See Troubleshooting for more help.

Frequently asked questions

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.

How often does a goal reset? A goal resets at the end of each period: each month, quarter, or year. Set Ends on if you want the goal to stop on a specific date.

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 to track both what you are achieving and what you are spending in one place.

How does budget pacing work? Budget pacing tracks how your spend is distributed across a period. It shows whether you are on track to use your full budget by the end of the period, so you can catch overspend or underspend early.

What happens if a connection needs reconnecting? The goal shows an error until you reconnect the connection. No data is lost.

Next steps

• Manage clients - Organize clients and assign accounts to them
• Browse connectors - Connect the platforms that feed your goals
• Getting started - New to Two Minute Reports? Start here