Can I set targets in my dashboard?

How to configure metric targets in the configuration sheet and surface target widgets in Executive Summary.

Requirements

Target setting is available as part of the SourceMedium feature set.

Background

Please reach out to the SourceMedium Customer Solutions Analyst team to enable target setting and update your Executive Summary with the correct widgets.

Target Setting is only available for the following metrics:

• Net, Total and Gross Revenue
• Orders
• Spend
• AOV
• CPA
• CPO
• CVR
• Sessions
• ROAS

Steps

1. Open your SourceMedium Configuration Sheet:

   • Check your onboarding email thread for the Google Sheets link
   • Check your shared SourceMedium Slack channel for the Configuration Sheet link (often pinned)
   • If you can’t find it, email [e-mail]
   

2. Open the Targets tab

3. Select a channel. This will be the sales channel that you are looking to track metrics for, i.e. Online DTC (Online DTC is the only option available at the moment for Target Setting as the feature is further developed).

4. Add a date_start in order to indicate when the goal is being tracked starts (We encourage MTD tracking).

5. Add a date_end, this sets the period of time that you want the target applied across. If left blank it will all be set for the date_start day.

   • Targets are applied as daily values across the range from date_start to date_end (inclusive).
   • If you want a monthly total target, enter the per-day target value for the month and set date_end to the last day of the period.

6. Add target values to the metrics you’d like to track.

   

7. Reach out to the SourceMedium team in your Slack channel or at [e-mail] to get the target widgets added to your dashboard!