Goals

Set a target, track progress, and get accountability alerts

Overview

A Goal is an accountability automation: you set a target for a store metric over a date range, and app tracks your progress and sends alerts as you approach — or fall behind — the target.

Goals turn a number you care about (“$50,000 in revenue this quarter”) into proactive nudges delivered to your hub, so you never have to remember to check.

Goals are a Free / Pro / Max feature and live under the Automations section alongside Triggers and Reports.

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What you can track

Metric	Measures
Revenue	Total sales since the goal start date
Order count	Number of orders since the start date
New customers	First-time buyers since the start date. A record is counted when a customer places their first-ever order within the period.
AOV	Average order value over the period
Each goal has a target value, a start date, and an end date. Progress is measured cumulatively from the start date using Shopify’s analytics engine.

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Alert Types

A goal can send three kinds of deterministic alerts:

Milestones

Fires once each as you cross 25% / 50% / 75% / 100% of the target. Choose which milestones to enable.

Pace Warning

Alerts when your actual progress trails the expected linear pace by more than 10 points — so you know early if you’re behind. Throttled to once per 7 days.

Weekly Check-in

An optional weekly progress snapshot for the duration of the goal.

Completion

The goal is marked completed the moment progress reaches 100%, regardless of which milestone alerts are enabled.

Goals are evaluated once per day at 08:00 UTC.

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Lifecycle

scheduled  →  in_progress  →  completed   (target reached)
                          └→  failed       (end date passed without hitting target)

• Scheduled — the start date hasn’t arrived yet.
• In progress — actively tracking; alerts may fire.
• Completed — target reached.
• Failed — the end date passed before the target was met.

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Creating a Goal

1. Click Create Automation → choose the Goal tab.
2. Pick a template or Blank.
3. Set the Title.
4. Choose a Metric (Revenue / Order count / New customers / AOV).
5. Enter the Target value.
6. Pick a Start date and End date.
7. Choose which milestone alerts to enable (all on by default).
8. Toggle Pace warning and Weekly check-in as desired.
9. Select a Hub and its channels/recipients.
10. Save.

Use Fire (test) to send a one-off progress snapshot without affecting the goal’s saved state.

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Limits

Plan	Active Goals
Free	1
Pro	5
Max	Unlimited

Only active goals count toward the limit. See Pricing.