All guides, by feature
Set a client’s sales targets
Enter an annual net sales goal and a monthly ROAS target on the client’s Reporting tab. They feed the client’s Sales tab in Reports and are never shown to the client.
Before you start
- Who can do this
- Agency Owner or Admin. Everyone else can view.
- Where in Orbit
- Sidebar › Workspace › Clients
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Clients, choose the client, then open the Reporting tab.
Under , fill in Annual net sales goal ($) and Monthly ROAS target (x).
Choose whether ROAS measured on uses Net sales or Gross sales.
Press Save targets.
When it worked
Orbit confirms “Sales targets saved”. To remove them later, press [[Clear targets]].
If something goes wrong
[[Save targets]] is greyed out.
Both numbers must be above zero, and something must have changed since you last saved.
Orbit showsOnly agency owners and admins can change these.
Ask an Agency Owner or Admin to set them.
The client’s Performance report has no Sales tab.
The Sales tab appears only once Orbit has store sales for the client.
How it works
Explainer: Sales targets
Sales targets set a client’s annual net sales goal and monthly ROAS target. They drive the goal tile and the monthly ROAS check on the client’s Sales tab in Reports, and the client never sees them.
| Field | What it means |
|---|---|
| Annual net sales goal ($) | The calendar-year goal: Shopify net plus Amazon net sales, before Amazon fees. |
| Monthly ROAS target (x) | The return on ad spend you aim for each month. Orbit shows it as a share of sales: 2.5x means spend at or below 40% of sales. |
| ROAS measured on | Net sales, after discounts and refunds, or Gross sales, before both. The annual goal is always net. |
- Spend here means Meta, Google and Amazon Ads spend.
- Both numbers must be above zero.
- They’re on the client’s Reporting tab, below Dashboard URLs.
- The Sales tab appears on the client’s Performance report only once Orbit has store sales for them.
- Owners and Admins can change them. Everyone else sees them read-only, with “Only agency owners and admins can change these.”