> ## Documentation Index
> Fetch the complete documentation index at: https://docs.auxia.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Goals

> For a conceptual overview of Goals, the Auxia hierarchy, and Value Events, see [Goals](/concepts/goals) in Product Concepts.

## 3.1 Goal Portfolio

The Goal Portfolio shows all goals configured for your company.

### Accessing the Goal Portfolio

Navigate to: **Configuration > Company > Goals**

### Goal Portfolio Columns

| Column              | Description                            |
| ------------------- | -------------------------------------- |
| **Name**            | Goal name (e.g., "Increase Purchases") |
| **Linked Journeys** | Journeys working toward this goal      |
| **Status**          | Active or Inactive                     |
| **Value Events**    | Events that measure goal success       |
| **Last Updated**    | When the goal was last modified        |

### Goal Details

Click any goal to view:

* Full description
* Linked value events and their weights
* Associated journeys (Evergreen and Burst)
* Performance summary

***

## 3.2 Goal Configuration

Goals are configured at the company level, typically by admins.

### Who Can Configure Goals

| Permission   | Capability                     |
| ------------ | ------------------------------ |
| View Goals   | See goal portfolio and details |
| Create Goals | Add new goals                  |
| Edit Goals   | Modify existing goals          |
| Admin        | Full goal management           |

### Creating a Goal (Admin Reference)

Goal creation involves three steps:

**Step 1: Configuration**

* Goal name and description

**Step 2: Success Definition**

* Select value events that indicate success
* Assign weights to each event (if multiple)

**Step 3: Review**

* Confirm settings before creation

### Goal Properties

| Property          | Description                       | Required           |
| ----------------- | --------------------------------- | ------------------ |
| **Name**          | Descriptive goal name             | Yes                |
| **Description**   | What success looks like           | Recommended        |
| **Value Events**  | Success metrics                   | Yes                |
| **Event Weights** | Relative importance of each event | If multiple events |

> **For Marketers:** You typically won't create goals yourself. Check with your admin to see what goals are available, or request new ones if needed.

***

## 3.3 Goals in Analytics

Goals are central to Auxia Console's analytics capabilities.

### Goal Analytics

Navigate to: **Analytics > Goal Analytics**

**Key Metrics:**

| Metric             | Definition                                   |
| ------------------ | -------------------------------------------- |
| **Conversions**    | Total goal completions                       |
| **Treatment Rate** | Conversion rate for users who saw treatments |
| **Control Rate**   | Conversion rate for control group            |
| **Uplift**         | Incremental impact of your treatments        |

### Understanding Uplift

Uplift measures the incremental impact of your personalization efforts:

```
Uplift = (Treatment Rate - Control Rate) / Control Rate × 100%
```

**Example:**

* Treatment Rate: 5% (users who saw your treatments)
* Control Rate: 4% (users who didn't)
* Uplift: (5% - 4%) / 4% = **25% uplift**

This means your treatments drove 25% more conversions than would have happened naturally.

### Home Dashboard Goal KPIs

The Home Dashboard displays Goal KPIs at the top:

* One card per active goal
* Shows conversion rate and trend
* Click to drill into Goal Analytics

***

## 3.4 Best Practices

### Defining Effective Goals

**Do:**

* Use clear, measurable outcomes
* Align goals with business KPIs
* Define specific success events
* Review goals quarterly

**Don't:**

* Create too many overlapping goals
* Use vague outcomes ("improve experience")
* Forget to link journeys to goals
* Ignore goal analytics

### Goal Naming Conventions

Use descriptive names that indicate the desired outcome:

**Good:**

* "Increase Q1 Purchases"
* "Boost Premium Subscriptions"
* "Reduce Cart Abandonment"

**Avoid:**

* "Goal 1"
* "Test"
* "Marketing Campaign"

### Goal-Journey Alignment

| Scenario                        | Recommendation                           |
| ------------------------------- | ---------------------------------------- |
| Multiple journeys, same outcome | Link all to the same goal                |
| One journey, multiple outcomes  | Consider splitting into focused journeys |
| Promotional burst               | Link to primary revenue/engagement goal  |
| Always-on engagement            | Link to core business goal               |

### Monitoring Goal Performance

1. **Weekly:** Check Goal Analytics for trends
2. **Monthly:** Review uplift and conversion rates
3. **Quarterly:** Assess goal relevance and update if needed
4. **After campaigns:** Analyze burst journey impact on goals

***

## Next Section

Continue to [Section 4: Journeys](/guides/comprehensive/journeys) for detailed journey management documentation.