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Overview

A Goal is an accountability automation: you set a target for a store metric over a date range, and app tracks your progress and sends alerts as you approach — or fall behind — the target. Goals turn a number you care about (“$50,000 in revenue this quarter”) into proactive nudges delivered to your hub, so you never have to remember to check. Goals are a Free / Pro / Max feature and live under the Automations section alongside Triggers and Reports.

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What you can track

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Alert Types

A goal can send three kinds of deterministic alerts:

Milestones

Fires once each as you cross 25% / 50% / 75% / 100% of the target. Choose which milestones to enable.

Pace Warning

Alerts when your actual progress trails the expected linear pace by more than 10 points — so you know early if you’re behind. Throttled to once per 7 days.

Weekly Check-in

An optional weekly progress snapshot for the duration of the goal.

Completion

The goal is marked completed the moment progress reaches 100%, regardless of which milestone alerts are enabled.
Goals are evaluated once per day at 08:00 UTC.

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Lifecycle

  • Scheduled — the start date hasn’t arrived yet.
  • In progress — actively tracking; alerts may fire.
  • Completed — target reached.
  • Failed — the end date passed before the target was met.

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Creating a Goal

  1. Click Create Automation → choose the Goal tab.
  2. Pick a template or Blank.
  3. Set the Title.
  4. Choose a Metric (Revenue / Order count / New customers / AOV).
  5. Enter the Target value.
  6. Pick a Start date and End date.
  7. Choose which milestone alerts to enable (all on by default).
  8. Toggle Pace warning and Weekly check-in as desired.
  9. Select a Hub and its channels/recipients.
  10. Save.
Use Fire (test) to send a one-off progress snapshot without affecting the goal’s saved state.

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Limits

Only active goals count toward the limit. See Pricing.