Goals - Additional interval options (weekly, quarterly, annual, custom) | Voters

Goals - Additional interval options (weekly, quarterly, annual, custom)

Sepia Shark

Add Annual Interval to Custom Goals for yearly budget tracking +2
Add Quarterly interval +3
Add Weekly interval
Add 6monthly interval
Add ongoing/indefinite interval. With the current goal settings, once daily/monthly is completed, the status is "complete" and have to recreate the goal again. +1
Add custom Interval +5
Add the ability to set goals that are for the last 7 days or last 30 days, instead of just for the current month or current week +1
Add financial year interval +2

Created by Tatum Savage

June 3, 2022

Kloe Desrosiers - AgencyAnalytics Team

marked this post as

open

Chartreuse Stingray

Hey Team - this is one that we have been waiting for - I know it has only just started however is there a release ETA? thanks

David - AgencyAnalytics Team

Chartreuse Stingray: Hey Paul, what interval are you requesting particularly? Thank you!

Chartreuse Stingray

Hi David - AgencyAnalytics Team - sorry just saw this one - we really need it to be custom. For example, (say) a client has:
* ABC media campaign which contains multiple items (say 2-3 x DV360, 2-3 x Meta, 1-2 x Pinterest) - and the overall campaign date is from 26 Feb to 4 April
* Within that overall campaign:
DV360 (1) is from 26 Feb to 13 Mar
DV360 (2) is from 15 Mar to 1 Apr
Meta (1) is from 1 Mar to 30 Mar
Meta (2) is from 15 Mar to 30 Mar
Pinterest is say 26 Feb to 4 Apr
It all varies every overarching campaign and integration
. The targets for all the metrics would be date and campaign/line item (within the integration) specific rather than the current fixed ones
LMK if that doesn't make sense? Happy to jump on a call if that helps.

Chartreuse Stingray

Hi David - AgencyAnalytics Team - i know this is in progress, wondering if you have an ETA on this one?

Nutmeg Perch

Need custom intervals for clients who dont use standard date ranges, e.g. mid month to mid month

Juniper Python

We also have this issue - Annual reporting is based on calendar year, however, our clients use Financial Year (1 Jul - 30 Jun) in Australia.

Zephyr Shrew

Custom Metrics - Ability to write "0" Value and to a goal as well

David - AgencyAnalytics Team

Merged in a post:

Goals

Prominent Hoverfly

Add a "custom" time for goals

July 22, 2024

Gamboge Chameleon

Thanks to everyone for submitting your requests. We are getting close to releasing the ability to set Weekly Goal Intervals and will offer Quarterly and Annual options within the next 6 weeks.

We'd love to hear more about your specific use case and how you'd like to use Goals going forward. Please either email me at kelly.johnson@agencyanalytics.com to book a 30 minute conversation about your needs or leave a comment in the thread.

Ochre Goose

Gamboge ChameleonExcited to be able to track Annual goals soon. Our annual contracts are tracked from Mar-Feb as opposed to Jan-Dec or Jul-Jun, so functionality to define the year would be a great boon to our reporting.

International orange Cardinal

Gamboge Chameleon We use the goals functionality to show our clients their projections vs. their actuals. We like to do this on a monthly basis as well as a quarterly basis.

Revolutionary Ocelot

Gamboge Chameleonone of our clients event tickets, we'd like to track the progress to the ticket sales capacity

Decent Ant

Gamboge Chameleon Thanks for the update, great to see. I would make a lot of sense if we can control the setup and timing of goals. If you ask me, there are two types of goals:

Recurring goal (Day, week, month, quarter, year, custom interval). This type of goal is for example used by teams to measure their day to day performance. Like amount of leads, conversions etc.
Custom goal (Specific deadline date). This type of goals is used for strategic goals of the company as a whole. For example: By the end of the quarter / year we want to have X amount of revenue.

That gives each organization complete freedom to setup goals to match the organizations strategy and the OKR framework (Defining SMART key results).

Looking forward to your reply.

Gamboge Chameleon

Ochre Goose - Thanks for your feedback and patience, Joe. We have started investigating requirements for customizing the start and end date, however this scope will not be part of this initial release as it's a more effort to build. We will keep you posted as we get closer to a solution for that problem.

Gamboge Chameleon

Decent Ant Great feedback, thank you. Please watch for an email from us as we'd love to learn more about what you're working on and the tools you're using today to help you achieve your goals.

Skilled Silverfish

Great hope to see it soon

Gamboge Chameleon

marked this post as

in progress

This post was marked as

planning

Mauve Cricket

Excited to be able to track our annual goals

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