Goals & Opportunities: set targets, surface work
Two new ways to make the client dashboard earn its keep: measurable goals your clients can watch, and recommended work they can request in a click.
- Set targets clients can watch. Give any site measurable goals — enquiries, visitors, search position and more, per month, quarter or ongoing — shown as live, colour-coded progress bars on the client’s dashboard, with the data source in plain sight.
- Let clients set their own. Leave a target open and the client can set one themselves: no login, no form. Their goal, on their dashboard, measured automatically.
- Turn insight into requested work. Configure recommended improvements per site — name, benefit, rough timeline and price — as tasteful cards. The client clicks Request and it emails you directly.
- Advisory, not a billboard. Opportunities are honest recommendations, not hard sell: the client asks, you quote as normal. Nothing’s charged, nothing’s committed.
- A cleaner Overview. A two-column layout with a visitors hero, conversions and Google Search cards, the goals bar, site-health signals (speed, uptime, security), and a plain-English summary of how the site’s doing.
Rolling out now in early access.