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Getting started

Goals on Home

Put a scoped goal beside the Findings before planning this week’s briefs.

Steps

  1. Open Plan → Goals and choose a template, channel, target and dates.
  2. Keep one to three goals per workspace.
  3. Edit a goal name or target directly, then refresh its saved evidence.
  4. Pin key numbers and save a named channel view on Home.

What good looks like

The target, baseline, period and sources stay visible; missing product-click observations remain unscored.

Common mistakes

  • Treating an unknown observation as zero.
  • Pooling channels or comparing creator and owned baselines.

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