Set monthly targets on a scorecard.
Describe your goals and get a scorecard with one target per platform and metric, previewed first.
The problem.
Targets live in a spreadsheet nobody opens, so on the 12th nobody can say whether the month is on track.
What you can do in Orphex.
Create an October scorecard by platform: Meta $34,000 spend and 1,050 purchases, Google $21,000 and 620, TikTok $5,000 and 130. ROAS target 3.5 everywhere.
Your assistant turns the goals into one target per platform and metric.
The preview shows the whole board and how many targets it creates. Nothing is written yet.
You confirm. Later you can change one target’s goal without rebuilding the board.
What you’ll see
Create an October scorecard by platform: Meta $34,000 spend and 1,050 purchases, Google $21,000 and 620, TikTok $5,000 and 130. ROAS target 3.5 everywhere.
Here is the board: 9 targets, 3 metrics for each of 3 platforms. Nothing is created yet.
| Platform | Spend | Purchases | ROAS |
|---|---|---|---|
| Meta | $34,000 | 1,050 | 3.5 |
| Google Ads | $21,000 | 620 | 3.5 |
| TikTok | $5,000 | 130 | 3.5 |
The result.
What Orphex reads for you
- Your goals per platform and metric
- The metric names your workspace uses
- The values each breakdown can take
After you confirm
- The board is written only after you confirm the preview, which shows how many targets it creates.
- Later you can change one target’s goal without rebuilding the board.
- Moving the dates moves the whole board, not one target.
Needs an Orphex web app package. ROAS is a level to hold on every row, not a total to split. Changing the dates moves the whole board, not one target.
Ask it another way.
Set a November target of 900 purchases on Meta.
Build a Q4 scorecard by campaign with a CPA goal of $30.
Change the Google spend goal on the October board to $24,000.
Questions.
Why is ROAS repeated on every row?
ROAS is a level to hold, not a total to split, so each row gets the same goal.
Can a board repeat every month?
Yes. A board can recur, so each new period is created for you.
Try it on your own account.
Free plan: 3 connected accounts, 250 reads and 50 actions a month. No card needed. Changes must be switched on for your workspace.