How do I use goals in Letterhead?

Goals let you turn a vague ambition like "grow the list" or "lift engagement" into a concrete, trackable target. You pick a metric, set a number to hit and a date to hit it by, and Letterhead tracks your progress automatically so your team always knows where things stand.

What you can set a goal on

A goal pairs a metric with a target value and a timeframe. Common examples:

• Subscriber growth — e.g., reach 10,000 subscribers by end of Q3
• Open rate — e.g., lift the average open rate to 35% in 90 days
• Click rate or engagement — e.g., improve click rate on a specific channel

Each goal also has a level that sets its scope: company-wide for overall performance, brand for a single newsletter brand, or channel for an individual newsletter. You can run goals at several levels at once so leadership and individual editors are each tracking the targets that matter to them.

The basic workflow

1. Set a goal. Go to Goals, create a new goal, and fill in the name, metric, target value, timeframe, and level. See Set goals for the step-by-step.
2. Track progress on the dashboard. Every goal appears on the Goals dashboard as a card showing current value versus target, time remaining, and a progress bar.
3. Review regularly. Snapshots capture progress over time and an activity feed logs milestones (like crossing 50% toward target), so you can see trends and catch goals that are falling behind.

Tips for useful goals

• Make targets specific and time-bound. "Increase open rate to 35% by September 30" is trackable; "improve open rate" isn't.
• Match the level to the owner. Set company-wide goals for the metrics leadership cares about, and channel goals for the targets an individual editor controls.
• Don't over-set. A handful of focused goals keeps the dashboard meaningful; dozens of overlapping ones make progress hard to read.
• Revisit and adjust. You can edit a goal's target or timeframe as priorities shift — open the goal card on the dashboard to update or delete it.

Related articles

• Set goals — create a goal and choose its metric, target, and scope.
• Goals dashboard & activity — read progress, snapshots, and the activity feed.