Set KPI targets

A KPI target is a goal for one metric in one month. Open Strategy in the sidebar, then the Targets tab, to set them and to see each one against what actually happened that month.

Add a target

1. Select Add target at the top of this month's card.
2. Pick a Metric: Posts per week, Impressions, Engagement rate (%), Leads, Qualified, Rejection rate, or Cost per lead.
3. Pick a Month. It starts on the current month in your workspace's time zone.
4. Enter a Target: zero or a positive number with up to 4 decimal places. Enter engagement rate as a percent, so 4.5 means 4.5%.
5. Select Save target.

Each metric has one target per month. Saving a metric and month that already has a target replaces it. Until you save one, the page shows "No targets yet."

Read progress

The page opens on a card titled with the current month, like "November 2026". It has a tile for each of this month's targets: the actual so far, "of" the target, a progress bar, and the percent. A metric Mark can't read shows "n/a" instead.

Targets for every other month are in the Other months table, with columns for Month, Metric, Target, Actual, and Progress. Select Month, Metric, or Progress to sort by it.

Actual is counted in your workspace's time zone:

• Posts per week: posts published in the month, divided by the weeks in it.
• Impressions: impressions your social posts gained during the month, wherever they were published. A post from last month that's still gaining counts. Impressions a post gains after the month count in the next one.
• Engagement rate (%): likes, comments, shares, and saves your social posts gained during the month, over the impressions they gained.
• Leads: leads created in the month.

Impressions and Engagement rate (%) match Performance > Social with its range set to that month. Blog and other website posts don't count toward them: their Google Search numbers show only in the Social table.

Mark reads a post's numbers daily, then weekly, and spreads a gain over the days between readings. So a past month's actual can still change after it ends, when a later reading fills in its last days.

The current month counts only the days up to today, so progress grows as the month goes on. A month that hasn't started shows "Not started."

Progress is the actual as a percent of the target. It can go past 100%.

A Leads target also shows on Performance > Overview when the range there is that month: the whole month once it's over, or the 1st to today while it runs. It shows the same percent and actual as this page. See KPI targets.

When Mark can't read an actual, it shows "n/a" with the reason: under it on a tile, or in an info icon next to it in Other months. Impressions and Engagement rate (%) give "No readings this month." when no social post gained anything on the month's days and none published in the month has a reading yet. Engagement rate (%) gives "No impressions yet." when posts have readings but gained no impressions.

Qualified and Rejection rate give "Mark doesn't track lead status yet." Cost per lead gives "Mark doesn't track ad spend yet." You can still save targets for them.

Change a target

1. Select the ⋯ menu on the target's tile or row, then Edit target…. The form fills in with its metric, month, and target.
2. Change the target and select Save target.

You can't change the metric or month of a saved target. To move it, delete it and add a new one.

Delete a target

1. Select the ⋯ menu on the target's tile or row, then Delete….
2. Mark names the target, like "Leads for November 2026. This cannot be undone." Confirm with Delete.

From an AI agent

A connected agent reads every target with its actual and progress from get_content_performance, and sets, changes, and deletes targets with save_strategy_item and delete_strategy_item. Unlike the page, the agent can't replace a target by saving the same metric and month again: Mark refuses and gives it the existing target's id to edit.