Site goals in Analyze

Learn what site goals are and how they highlight your most important conversions in Analyze.

A site goal is the one conversion metric that matters most to your business — think total leads, total revenue, or demo requests. Instead of digging through individual goal reports, Analyze surfaces your site goals right on your Site Overview, so you always know how your site is performing against what actually matters.

What is a site goal

A site goal represents your business's most important conversion — the metric that tells you whether your website is actually working for you. Any click goal, page view goal, or custom goal can be marked as a site goal. Marking a goal as a site goal doesn't change how the goal itself tracks conversions — it just promotes it to represent your site's top-level performance.

Common examples of site goals include:

• Total leads — the combined count of every lead-generating conversion across your site
• Total revenue — the combined value from purchase or transaction events
• Demo requests — completed requests to book a product demo

Why site goals matter in Analyze

Analyze makes it easy to keep an eye on the metric that matters most.

• See your top-line numbers at a glance — your Site Overview shows your total site goal conversions alongside your top three site goals, so you don't have to open each goal individually to know how your site is performing
• Give your team a consistent north star — everyone working on the site can align around the same top-level metric, instead of tracking success in different ways

Including monetary values

You can add monetary values to your site goals to see the financial impact of your conversions. For example, if you assign $40 to a subscribe button, your results will show the value tied to each conversion — 100 conversions would equal $4,000 earned.

How site goals connect Analyze and Optimize

If your site also uses Optimize, any site goal you set up in Analyze is automatically recognized in Optimize too (and vice versa). That means your optimizations and AI Optimize recommendations get measured against the same north-star metric you're already tracking in Analyze, so you can see how your testing efforts are moving the numbers you actually care about.

Setting a site goal

A site goal isn't a separate goal type of its own — it's an existing goal marked to represent your site's top-level conversion.

New goal (track newly created goals as site goals during the creation flow):

• Create click goals
• Create page view goals
• Create custom goals

Existing goal (track an existing reusable goal as a site goal):

1. Go to the Insights tab > Goals
2. To the right of a goal, click the Options icon
3. Select Track as site goal

Managing site goals

Site goals are managed from Insights tab > Goals. Here, you can add a value, edit, or remove, or delete site goals. 

1. Go to the Insights tab > Goals > Site goals section
2. Hover over a site goal and click the Options icon
3. Choose an option:
   • Rename — edit the goal's name
   • Edit goal — make adjustments to the goal
   • Add value — if no site goals have values yet, you can choose this to add values (e.g., $50)
   • Change value — if values are already set, you can choose this to change those values
   • Remove value — if values are already set, you can choose this to remove all site goal values
   • Remove as site goal — stop tracking this goal as a site goal
   • Delete — choose this to delete a site goal