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, Search Console, and similar) and track it daily.
The chart has two views. Use the Daily / Monthly switch above it to change between them, and Growth Method remembers your choice the next time you open the home screen.
- Monthly shows totals for each complete month of your goal, from its start month to its end date, plus the forecast. The forecast is a straight line from your start month’s actual total to your target at the end date, so you can see at a glance whether you’re above or below the plan you set. The chart leaves out the month in progress, because a few days of data does not compare fairly with a full month. The This month figure above the chart shows the total so far.
- Daily shows the last three months day by day, so you can see the effect of a launch or a spike without leaving the home screen.
Note: if you’re already ahead of your target, the forecast holds level rather than sloping down. The chart starts just below your goal’s starting value, not at zero, so the line’s height tracks how far through the goal you are.
Field log
The Field log lists the five campaigns that most recently moved stage, newest first. Each row shows the date of the move and the stage the campaign moved into: Backlog, Planning, Live, Analysing, or Complete. A campaign that has not moved stage yet shows the date it was created.
Editing a campaign does not reorder the list.
Second and later versions of a campaign carry their version number next to the name (v2, v3, and so on), so you can tell a follow-up run from a new campaign.
Search
Press ⌘K (Ctrl+K on Windows) or click Search in the sidebar to find a campaign by its name, hypothesis, or Source, the integration that informed it. Campaigns containing your exact words come first. Matching product guides appear below them in a Help section and open in a new tab.