Goals & your monthly storyline
Set monthly KPI targets, get a viability read, and write the storyline behind the numbers - then follow it all in one month-grouped feed.
The Storyline tab is where direction lives - the targets you're aiming for and the story behind them. Goals also feed the dashboard (KPIs vs targets) and your reports.
Setting targets
Pick the month and set a target for each KPI that matters to you (revenue, ROAS, leads, and so on). These become the benchmarks the rest of the platform measures against.
Viability check
When you set targets, the Brain gives a quick viability read - is this realistic, a stretch, or unlikely, given your current pace and what it knows? It comes with a short rationale, so you're setting ambitious-but-grounded goals rather than guessing.
The storyline
Beyond the numbers, there's a monthly storyline - the narrative of what you're doing and why. The storyline feeds the Brain's reflection, and each published one appears as a monthly story in the feed below and in your reports, keeping everyone aligned on the plan, not just the metrics. How a storyline goes live - published straight away or drafted and reviewed first - depends on your account type (see below).
It's a "storyline", not a forecast - the human context that makes the numbers make sense.
The story so far
Everything that's happened lives in one month-grouped feed, The story so far, with the newest month at the top. Each month weaves together three kinds of entry:
- Monthly stories - the published plan write-ups: what the month was about and why.
- Advice & results - recommendations that were accepted, each stamped with a verdict chip once the result is in: Improved, No clear change or Declined - or Awaiting result while measurement runs. A cumulative Track record scoreboard keeps the running totals: recommendations made, acted on and improved. See Recommended actions & advice tracking for how results are measured.
- What we learned - moments the Brain updated a belief about your business: what it used to think, and what it thinks now. The full timeline lives on What we know about you.
Filter pills - Everything, Monthly stories, Advice & results, What we learned - narrow the feed to one thread. Recent months load first; Show older months takes you further back.
Because targets, stories, advice and lessons are all kept month by month, you build a track record of what was planned, what was tried and what actually worked - useful for spotting patterns over time.
Setting your goals (self-serve)
On a self-serve account you set your own goals - there's no agency in the loop. The Storyline tab - your monthly goals and the narrative behind them - is always there on your dashboard, even before you've connected a platform or set a single KPI, so you can lay out the plan first and let the data catch up.
The workspace owner builds a goal plan directly on the Storyline tab:
- A plan title for the stretch you're working towards.
- A start and end month for the plan.
- Milestone metrics with targets - the KPIs that matter (revenue, ROAS, leads, and so on) and the number you're aiming at for each.
From there your monthly storylines generate and publish immediately - there's no draft-and-review step, because it's your account. Each month's narrative is written and goes live at the top of the story feed and in your reports as soon as it's ready, and publishing it triggers the Brain's reflection.
Who can edit: only the workspace owner can set or change goals and the plan. Other members can see the Storyline tab and everything on it, but the editor is owner-only.
Setting goals for a client (agency)
You set goals and write storylines for the client from your internal portal, not from the client's dashboard. Choose the client's KPIs and monthly targets on their Manage page, under Goals & work.
Storylines follow a draft -> review -> publish flow: write the narrative, review and edit it with your team, then publish it to make it appear as a monthly story in the feed on the client's dashboard. Clients see goals and published storylines read-only - they can't change them. Publishing a storyline triggers the Brain's reflection, so it's worth keeping current.
That review step is the key difference from self-serve accounts, where the account owner sets their own goals and monthly storylines auto-publish.