When tracking business performance, your targets likely change over time—whether monthly revenue goals or quarterly conversion targets. In Databox, you can set up custom goals for each month or quarter to better reflect your evolving objectives.
This makes it easier to monitor progress, adjust expectations, and stay aligned with your broader strategy.
Steps to set up goals for each month or quarter
Open the Goals page and click on + Create new goal.
Set the Goal Progress Measurement setting to Automatic.
Choose the metric you want to track (e.g., Spend, Conversions, etc.).
Open Advanced Settings and set the specific goal values for each individual month or quarter.
Open Advanced Settings and set a Monthly or Quarterly goal value, or set the period to any other period.
When setting the goal value of one period, you can recalculate other periods so the sum of the values within a period will be consistent.
Click Save to create the goal and begin tracking it on your dashboard.
This setup gives you a more flexible and accurate view of your performance over time, helping you act quickly when you're ahead—or behind—your targets.