Setting targets for your KPIs helps you quickly see if you're meeting your goals and get alerts when metrics fall below acceptable levels. Here's how to set up effective KPI targets:
Access the KPI Target Settings
There are two ways to set targets for your KPIs:
During KPI creation
From the dedicated Targets menu
Path 1: Create a KPI with Targets
To set a Target while creating a KPI all you need to do is
Create a KPI following this guide: How to add Custom KPIs in Funnelytics
In the Summary, before saving it check "Add Target"
Choose your target parameters:
Target Value: The goal you want to achieve (e.g., 1500 visitors)
Threshold Value: The minimum acceptable value (e.g., 500 visitors)
Period: Choose daily, weekly, or monthly tracking
Click Save and now you will both have the KPI and the Target available for you in your dashboard
Path 2: Add your Targets via the Targets page
To set a Target directly in the Targets page
Click on the "Targets" label in the left bar
Click Set New Target
Fill in the required information
Save
The Target Creation form will ask you the following information
Target Name – The name of the target as it will appear in the list
KPI Metric – The KPI metric that will be measured against the target value
Target Value – The expected value that the KPI metric should reach
Threshold Value – The minimum acceptable value for the KPI metric
Time Period – The duration over which the target will be evaluated
Analyze Your Targets Performance
Click on the "Targets" tab
Set your date range for analysis
View how your actual performance compares to your targets
For each KPI, you'll see:
Actual Value: Current performance for the selected time period
Projected Value: Extrapolated performance based on your current pace
Target: Your goal value
Threshold: Your minimum acceptable value
Status Indicator:
Green: On target (meeting or exceeding target)
Yellow: Below target but above threshold
Red: Critical (below threshold)
Edit Targets as Needed
You can adjust your targets at any time:
Click on the 3 dots at the end of the row of the target you want to modify
Click then "Edit" on the menu that appears
Modify the target value, threshold value, or period
Save your changes
The system will immediately recalculate your status based on the new targets.
Monitor in Workspace Overview
Your KPIs with targets also appear in your workspace overview, giving you a quick pulse on your business performance across all key metrics.
By setting appropriate targets and thresholds, you'll always have a clear view of whether your business is on track to meet its goals or if immediate attention is needed for underperforming metrics.
If you have any questions or need further clarification, remember to reach
out to our support team anytime via the chat widget or by emailing us at [email protected]