Articles on: Targets

Target plans

A target is where you want a metric to land in a specific timeframe.
A target plan is the container that holds one or more targets, scoped to a slice of your data — a region, a flow, or a campaign.


Overview


A plan groups together everything needed to track a goal:


Filters are what let "EU Revenue" and "Global Revenue" exist as separate plans tracking the same metric on different audiences.


Setting up a plan is a three-step flow: create the plan, see your metrics, configure each metric.
For guidance on which metrics to pick and what values to set, see the Choosing the right metric article.


1. Create a plan


  1. Access the Targets section via the left navigation, or select Create a target from the empty-state landing.
  2. Give the plan a Title that names its purpose ("EU Revenue Q3").
  3. Pick a Dataset (typically Campaigns or Subscribers).
  4. Pick a Date field — for email datasets you'll typically see Send date (events roll up to when the email was sent) and Event date (events roll up to when they actually happened). Defaults to Send date when available.
  5. Choose a Granularity (Week, Month).
  6. Pick a Date range (start and end dates) for the plan to cover.
  7. Add metrics. Pick a Template to start with a preset bundle (Email program targets, Engagement focus, Revenue performance, Deliverability & reach) or pick Custom and add metrics one by one. You need at least one metric to save the plan.
  8. Optionally apply Filters to scope the plan to a region, flow, segment, or campaign.
  9. Click Create.


2. See your metrics


After creating the plan you land on the plan view. Every metric you added shows as a card with its current status, value against target, and pacing chart at a glance. Since not target has been set, it still does show an empty card.


Click on View Detail on any metric card to open and configure its target value.



3. Configure a metric


From here you set the metric's target value, add references for context, and apply per-period overrides for seasonality.



Set the target value


The total target for the period shows on the right-hand panel. You have three options:


  • Enter the value manually. Click Edit next to the annual target and type the number you want to hit.
  • Click on a reference period. This is only applicable if there is enough historical data available.
  • Open the Suggest targets dialog. Click Suggest target to get an computed suggestion based on your historical data. The dialog proposes three tiers. Conservative, Moderate, and Stretch with the reasoning shown alongside.


Once a total is set, SEINō automatically distributes it across the periods (months or weeks) in the table below. You can override individual periods (see below).


Tip: The Suggest dialog uses your historical data filtered to the same scope as the plan. Pick Moderate for most plans; reach for Stretch when you have specific reasons to expect a step-change; drop to Conservative when you've just changed something material and don't trust the history yet.


Use a reference


References add a comparison line to the chart so you can see how this period stacks up against another (YoY, benchmark, etc.).


  1. Click on a Reference periods section on the right-hand panel.
  2. The target is automatically set based on that reference period
  3. Decide how the data should be distributed. Based on the reference period, or evenly split.


The comparison appears as a second line on the chart and as a column in the per-period table.


Set a per-period override


Per-period overrides let you adjust the target for a specific period without changing the rest of the plan. Useful for seasonality and known campaign weeks.


  1. In the period table, click the Target value cell for the period you want to change.
  2. Enter a new value. The lock icon next to overridden periods indicates the value is manually set rather than auto-distributed.


The override applies to that period only — the rest of the plan stays as it was.


Tip: Existing per-period overrides are preserved when you change the total target value of a metric — the distribution recalculates around them. If you want overrides cleared, remove them before changing the total.


Edit a plan


  1. From the targets list, open the plan you want to change.
  2. Click the plan menu (top right of the plan view) and choose Edit plan….
  3. Update the Title, Date range, Granularity, Dataset, or Filters as needed.
  4. Click Save.


If you change the date range or granularity mid-stream, the pacing recalculates from the new start. Past actuals stay attached to the dates they happened on — the chart just stretches or compresses to fit the new period.


Remove a metric


  1. Open the metric detail view.
  2. Click the metric menu and choose Remove metric.
  3. Confirm. The metric is removed from the plan; the underlying dataset is untouched.


Archive a plan


SEINō handles archival on its own. When a plan's end date passes, it moves from Running to Inactive in the rail. You can still open it, read the history, and pull data — it's just no longer pacing forward.


There's no manual "archive" action. If you need a plan out of the way before its period ends, shorten the date range or delete the plan outright.


Delete a plan


  1. From the targets list, open the plan you want to remove.
  2. Click the plan menu and choose Remove plan.
  3. Confirm. The plan disappears for everyone in the workspace.


Deleting a plan doesn't touch the source data — only the plan, its targets, and its references go away. Anyone with the plan URL bookmarked will see a "Plan not found" page.


Tip: Edits and deletions are visible immediately to everyone in the workspace. If a plan is shared across teams, give them a heads-up before you change the target value or delete the plan — a status that suddenly flips from "on track" to "behind" without context is otherwise mysterious.


Examples


The strongest plans pair an outcome target with a leading indicator and a guardrail — one metric from each tier of the framework in choosing the right metric.


EU Revenue Q3


Tracks revenue from your EU audience for one quarter, with weekly pacing so you can spot trouble before the quarter ends.


  • Scope: Region = EU
  • Period: Q3 (July–September), weekly granularity
  • Outcome (Tier 1): Revenue per email ≥ €0.15 (needs ESP-attributed revenue)
  • Leading (Tier 2): Click-through rate ≥ 2.5%
  • Guardrail (Tier 3): Unsubscribe rate < 0.5%


Black Friday campaign 2026


A short, high-volume plan covering a single promotional window with daily pacing.


  • Scope: Campaign tag = "Black Friday 2026"
  • Period: 20 November – 1 December, daily granularity
  • Outcome (Tier 1): Revenue ≥ €
  • Leading (Tier 2): Engagement rate ≥ 25% — custom metric: (opens + clicks_unique) / sent
  • Guardrail (Tier 3): Complaint rate < 0.1%


Welcome flow performance


A flow-scoped plan that runs continuously, since the welcome flow runs continuously.


  • Scope: Flow = "Welcome"
  • Period: Rolling monthly, weekly granularity
  • Outcome (Tier 1): Click-to-conversion rate ≥ 8% (needs ESP-tracked conversions)
  • Leading (Tier 2): Click-through rate ≥ 5%
  • Guardrail (Tier 3): Unsubscribe rate < 0.3% — tighter than the broadcast guardrail because welcome unsubs signal a real audience-fit problem


Updated on: 30/06/2026

Updated on: 30/06/2026