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Home screen

Get familiar with your home screen: your goal, your progress and forecast, and recent activity.

Your home screen is the team’s at-a-glance view. It shows three things: your goal, your goal progress and forecast, and your recent campaign activity.

Team goal

Your active team goal is the business-focused goal set by your team manager. It usually stays the same for at least six months, and once it’s set, every campaign must align with achieving it.

Example goals:

  • Generate 100 demo bookings per month within six months
  • Achieve 100 trial signups per day within 12 months
  • Reach 50,000 email subscribers within six months

Goal progress and forecast

Your goal needs to be measurable. We connect to your source of truth for the metric (GA4, PostHog, Salesforce, HubSpot, and similar) and track it daily.

The forecast is a linear projection: it shows where you are now and where you’re aiming to get to. We pull data daily, but the charts show aggregated monthly totals for a high-level view of trends over time. For daily and weekly detail, open an individual campaign.

Note: the first point of the forecast comes from the last month’s query data (the last 28 days) and starts at the last known full month. The Y-axis adjusts automatically so the chart fits neatly and your data stays easy to read.

Recent activity

Recent activity shows the latest campaign updates across every stage: Idea, Building, Live, Analysing, and Complete.

Next steps