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1

Open the project

From the client’s Projects tab, open the report or dashboard.
2

Open the Goals tab

In the editor sidebar, open the Goals tab and click Add goal.
3

Pick the metric

Build the metric query — choose the data source, metric, and optional dimension. Only sources linked to this client are available.
4

Set the target

Enter the target value, then choose the operator that defines success: at or above (>=), equal to (=), or at or below (<=).
5

Choose the type

Pick Static to measure against a fixed target, or Change to measure the change in the metric over the period. Choose a display format for the value — Numeric, Decimal, Percentage, or Currency.
6

Name and save

Give the goal a clear name and save it.

API

POST /v1/goals creates a goal.