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User Guides3 min readUpdated Sep 25, 2026

Goals & KPI Management Guide

Learn how to set up, track, and align marketing and revenue KPIs in Septra to guide autonomous AI agent strategy and budget decisions.

Learn how to define, track, and align your strategic marketing and revenue Key Performance Indicators (KPIs) in Septra. Establishing clear targets ensures your autonomous AI agents make decisions that optimize directly for your core business outcomes.

Septra Goals Tracker
Septra Goals Tracker

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1. Why KPIs Matter for Your Autonomous AI Workforce#

When your AI agents (Ori CEO, Sage CMO, Aria Paid Ads, and Gale Growth) analyze performance data and formulate weekly initiatives, they reference your active KPI goals to prioritize actions:

  • Cost-Efficiency Mode: If your target Customer Acquisition Cost (CAC) or ad spend pacing is at risk, agents prioritize negative keyword additions, budget pauses, and conversion rate optimizations to stem waste.
  • Growth & Scaling Mode: If you are pacing ahead of revenue targets with strong Return on Ad Spend (ROAS), agents propose aggressive campaign expansions, new audience testing, and multi-channel launches.
  • Entity Authority Mode: When your brand's AI Visibility (GEO) score falls behind competitors, Gale automatically prioritizes high-authority comparison guides and fact-dense entity articles.

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2. Navigating the Goals & KPIs Hub#

Navigate to Goals (/goals) in the left sidebar:

  • Active KPI Cards: Displays current value vs. target value, progress bars, timeframe, and status (On Track, At Risk, Behind).
  • Category Grouping:
    • Revenue & Pipeline: MRR, ARR, Invoiced Revenue, Deal Win Rate, Pipeline Value.
    • Acquisition & Advertising: CAC, ROAS, Cost per Lead (CPL), Blended CPA.
    • Organic & Brand: Organic Search Sessions, Keyword Rankings in Top 3, AI Visibility Score.
    • Operational & Efficiency: Days Sales Outstanding (DSO), Inventory Turnover, Lead-to-Close Velocity.

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3. Creating & Editing KPI Targets#

  1. On the /goals page, click Add Goal or click the edit icon on an existing metric.
  2. Configure the target parameters:
    • Goal Name: e.g., *Target Monthly ROAS* or *Quarterly Organic Traffic*.
    • Category: Choose from Acquisition, Revenue, Organic, or Operations.
    • Target Value & Unit: e.g., 4.5x, $150,000, or 25,000 visits.
    • Timeframe: Monthly, Quarterly, or Annual.
    • Current Baseline: Your starting point or latest synced measurement from connected connectors.
  3. Click Save Goal.

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4. Agent KPI Nudges & Weekly Strategy Reviews#

  • Automated Weekly Evaluation: During weekly strategy reviews, the CMO and CEO agents compare live metrics from Google Ads, GA4, Odoo, and HubSpot against your KPI benchmarks.
  • Proactive Alerts & Tasks: If a KPI falls into At Risk or Behind, Septra creates an actionable task on your Task Board in the In Review column with specific remediation steps for your review.