Meet Goals & Alerts: How Agencies are Shifting From Reactive to Proactive Reporting

For marketing agencies juggling hundreds of campaigns across multiple channels, it’s easy for things to slip through the cracks.

Maybe it’s an ad that burned through the budget over the weekend.

Maybe ROAS dropped below an acceptable limit.

Maybe CPC spiked and no one noticed until a week later.

This is exactly why we built Goals & Alerts.

You can now proactively set goals for KPIs that matter to you most, and receive daily or weekly notifications of whether they’re on or off track.

This helps you catch issues faster, deliver better results, and keep clients happy.

What Pain Points Goals & Alerts Solve, and How

If you’re like most agencies, your current workflow for monitoring performance looks something like this:

❌ You log into five different platforms every day to understand what’s going on with your campaigns.

❌ You sift through dozens of spreadsheets or reports to understand trends.

❌ You panic after missing a check-in over the weekend, wondering what went wrong while you were offline.

What’s worse, if someone on your team goes on vacation or gets sick, campaigns go unchecked for days or weeks. And by the time you notice a concerning trend, it’s already too late.

This is exactly what we built Goals & Alerts for.

With it, you no longer need to log into native platforms or dig through reports. You can simply:

1. Create one Overview dashboard to see KPIs for all your campaigns, clients, or Account Managers in one place
2. Set goals (targets, limits, or ranges) for KPIs that matter the most to you and your clients
3. Get daily or weekly alerts via email, Slack, or within the Whatagraph platform about whether these goals are on-track or off-track

This means, you:

✅ Know timely when a goal is off-track—not a few days or weeks later

✅ Stay on top of performance even when you're away from work

✅ Save time spent on checking and double-checking performance

Early testers are already seeing the impact. Chantelle Bowyer, Founder and CEO at Metis Marketing, raved:

We needed a way to stay on top of client budgets without having to constantly log into native ad platforms and monitor performance there. Whatagraph took that feedback and built Goals & Alerts, so we get notified timely when performance needs attention and spending goes off-track. And I have to say...it’s epic!

Nico Tracewell, Media Planner at Swash Labs also shared this feedback with us:

Whatagraph’s Goals & Alerts feature is exactly what we've been hoping for. It’s going to help us so much with staying on top of our campaigns and making sure we’re delivering great results for our clients.

3 Real-Life Use Cases of Goals & Alerts

Based on stories we’ve heard from real agencies, below are three scenarios where Goals & Alerts helps you catch issues early, stay on top of performance, and take action faster.

Use Case #1: Optimizing Client Budget Allocation

Let's say you're a performance marketing agency owner.

Your clients gave you a monthly budget and trust you to split it across platforms however you see fit.

But it’s the 20th of the month, and you’re asking yourself:

“Have we used our client’s budget effectively in our PPC campaigns?”

Without an automated system like Goals & Alerts, there’s no clear answer.

Sure, you could log into native ad platforms every day to monitor the budget, but you just don’t have the time for it.

Now, half of the month’s gone, and you’re feeling anxious about whether or not you spent your client's budget effectively.

How Goals & Alerts help:

Goals & Alerts monitor budget pacing for all your clients automatically—so you don’t have to.

For instance, you can set a monthly spend limit for each client or campaign, and choose to be alerted daily or weekly via email or Slack whether that goal is on-track or off-track.

Let’s say you:

• Set a $5,000 monthly ad spend limit for a specific client

• Set an alert to notify via email whether this goal is on-track or off track

Every day, Whatagraph will send you an email about whether you’re on-track (spending below $5,000) or off-track (spending over $5,000).

This means you can:

✅ Have peace of mind that you’re on top of spend

✅ Make faster, smarter decisions on where and how to allocate your client’s budget before it’s too late

Use Case #2: Staying within Acceptable KPI Thresholds

Say you’re a PPC manager handling 10 clients.

Each of those clients has specific performance thresholds—maybe ROAS needs to stay above 3.5, or CPL should stay under $40.

You’re currently manually checking reports every few days to make sure they stay within the thresholds, but you know that it’s not sustainable.

Even a short delay can lead to overspending, poor results, and awkward conversations in your next client meeting.

How Goals & Alerts help:

Two ways.

First, you can create an “Overview” dashboard on Whatagraph that shows KPIs for all your clients and campaigns—side by side, in one place.

Then, you can set a goal range to a specific client’s row of KPI, say:

“ROAS must stay between 3.5 and 6.”

And you can set a rule to trigger an alert daily for that goal.

This means, you’ll:

✅ Catch off-track goals that aren’t within the KPI threshold before your next client meeting

✅ Set it once, monitor automatically, and stay in your client’s good books

Use Case #3: Catching Unexpected Highs and Lows

Sometimes, it’s not about poor performance—it’s about strange, unexpected activity.

Maybe a platform shuts off your ads without warning or you see a sudden spike in clicks from a specific region.

You don’t always know what to look for, and by the time you catch it, you’ve already lost days or weeks of performance.

How Goals & Alerts help:

Goals & Alerts acts as your safety net to make sure any strange fluctuations in data would be caught and notified.

You can set a target goal for KPIs like clicks, impressions, or conversions, and get notified daily whether these goals are on-track or off-track.

Let’s say you set a target goal of 2,000 clicks for a campaign based on past data. But two days after launch, that number suddenly jumps to 5,000.

Bonus: Not sure what number to use? You can click the sparkle icon ✨ to ask Whatagraph’s AI for a recommended goal.

You’ll get an alert that this goal is “Off-track” because it exceeded your target. Then, you can quickly ping your team with a message like:

“Hey, our click goal exceeded by 150% and we just launched the campaign 2 days ago. This seems unrealistic, could you please look into it?”

This way, you:

✅ Catch odd spikes or drops early

✅ Investigate issues before they impact results long term

Target goals are also a great way to monitor healthy activity levels without having to constantly check in with your team.

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Want to dig deeper about how Goals & Alerts work? Check out this video walkthrough by our Product Manager, Laurynas:

For a more technical breakdown, check out our Help Center guide.

How to Get Started with Goals & Alerts

If you're already a Whatgraph customer, Goals & Alerts is available to you now.

1. Head to the "Overview" tab in your Whatagraph workspace
2. Set up goals for your clients and campaigns
3. Choose alert frequency and delivery method

And that’s it! If you need help, please contact your Customer Success Manager or message us via the live chat.

Not a Whatagraph customer yet? Reach out to our team to get started.