The foundation of ClearBrain's Causal Analytics platform is based on Goals.

Goals enable you to specify which KPIs are the most important in your product or app. In turn, ClearBrain enables you to monitor how your key conversion or churn goals are performing, forecast which users have the highest likelihood of performing a goal in the future, or analyze a specific audience's performance towards your goal.

To create your Goals, proceed to the "Goals" tab in the ClearBrain app, and select the "Create New Goal" button.

A pop-up modal will appear, with preset templates for configuring your goals. Options include:

  • Engagement: track and forecast the likelihood of your users to perform a specific action
  • Re-Engagement: track and forecast the likelihood of your inactive users to perform a specific action
  • Churn: track and forecast the likelihood of your active users to become inactive

You can choose one of the preset templates to get started, or select the "Custom" option to build a goal from scratch.

Step 1: Define the Goal

On selecting a preset, the first step is to define the target behavior of your goal. The target behavior is effectively the action(s) your audiences in ClearBrain will be tracked and forecasted against. Or the y-axis of most graphs in ClearBrain if you will.

Here you can choose from any user page view, screen, or event you have tracked via your SDK into ClearBrain. You can also specify whether your goal is directed towards tracking whether a user "Will Do" vs "Will Not Do" a specific action.

When configuring your goal, you can also specify compound target behaviors. By clicking the "+" button, you can add up to 5 different target behaviors as part of your goal. e.g. target users who "will visit the signup page AND the pricing page next week"

Step 2: Specify a Sub-Audience

An optional step when configuring a goal is to specify a subset of users for which this goal will be tracked.

Defining a sub-audience can be useful in the context of specific goals. For instance if you are configuring a churn goal which is tracking who will NOT do any action, it makes sense to only analyze this goal for users who HAVE done an action in a previous period. 

You can specify this sub-audience by a set of behavioral and attribute filters. These can include behavioral filters like "Has Done --> Page View --> Checkout --> All Time" or "Has Not Done --> Event --> Sign Up --> Last Week". Attribute filters include things like "Browser", "Locale", "Referrer", etc.

Again, this step is optional - simple conversion goals that apply to all users is a sufficient place to get started. 

Step 3: Name the Goal

Once you've specified your target behavior for your Goal, the last step is to name it.

You can name the Goal any string you wish. We recommend following a nomenclature of "Likelihood to {target behavior}".

You can also add tags to your Goal. This will enable you to easily filter and group sets of Goals from your Dashboard later.

Once completed, simply click "Save and analyze" and your goal configuration will be complete!

Step 4: Analyzing Your Goal

Once you set up your Goal, a side-pane view of your Goal will open representing the summary details of how your Goal was configured. 

Note there will be two modes for your Goal: Historical Tracking and Predictive Forecasting. Immediately on creation, your Goal will be enabled for Historical Tracking and monitoring of past conversion events. After short training period, your Goal will be enabled for Predictive Forecasting where you can also forecast future conversion events. 

For more information on how to interpret the Historical Tracking vs Predictive Forecasting results of your Goal, proceed to Analyzing Goal Statistics.

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