Goals in Kapoq allow you to track performance and trends at the Account and Brand level across 15+ metrics. Any user can update Goals, and changes are reflected across the tool for all users.
Getting Started
Navigate to Analytics > Goals to access the Goals tab.
Creating a Goal
Step 1: Add a Widget or Goal
Click + Add Widget or Goal to get started.
Step 2: Choose Your Goal Type
You will be prompted to choose one of two options:
Create a New Goal — builds a brand new goal from scratch
Create a New Widget from a Goal — adds a widget for an existing goal to your dashboard
Managing Goals
Editing a Goal Created from a Widget
After adding a widget, it will appear on your Goals page. To edit the goal, you have two options:
From the widget — select the three-dot menu in the top right corner of the widget and click Edit Goal
From the Edit Goals button — click Edit Goals, then select the goal you want to modify
Select the goal, make your changes, then click Save and Close.
Editing a Newly Created Goal
If you selected Create a New Goal, you will be automatically prompted to enter your goal values after creation.
Enter your values, then choose one of the following:
Save and Close — saves the goal without adding a widget
Save and Add Widget — saves the goal and immediately adds it to your Goals dashboard
Viewing Goals on Your Dashboard
Note: Each user must individually add widgets to their Goals dashboard to display the metrics they want to track. For example, a user may add both a Sales Goal and a Return Rate Goal widget using the + Add or Edit Goals buttons.
Where Goals Appear Across Kapoq
Goals are not limited to the Goals tab — they flow into several other areas of the platform, including:
Sales Metrics Table — accessible from the main dashboard
Ad Budget Overview Tables
Within these tables, you can monitor your expected sales run rate against your Goal and use those insights to drive action — such as increasing ad spend to boost sales performance.
Need Help?
If you have any questions while setting up Goals, don't hesitate to reach out to our support team.