Marketing Goals

Last updated on Jul 27, 2026

Overview

Marketing Goals is where you tell LayerFive what your business is and what you're aiming for. It's the third required step in setup, and it does more than fill a form. Your answers here shape your dashboards, your attribution, and every recommendation Juno makes.

Skip it and Juno has nothing to work from, so its guidance falls back to generic benchmarks instead of your actual targets. Complete it and the platform measures your performance against the numbers you care about, flags when you're off track, and compares you against businesses like yours rather than the whole market.

Navigate to: Administration → Marketing Goals

You reach it from the Onboarding screen under "Add business context and goals," or directly from Administration at any time.

Why this step matters

Every other setup step gets data into the platform. This one tells the platform what to do with it.

The three sections build on each other. Business context tells LayerFive who you are, so it benchmarks you correctly. Your objective tells it what you're optimizing for, so recommendations point the right way. Target KPIs give it the specific numbers to measure you against, so it can tell you whether you're winning or slipping. Together they're what turns Juno from a general assistant into one that understands your business.

Section 1: Business Context

Four fields, all required.

Field What to enter Why it's used
Product or service category Select your industry or category from the dropdown Compares your performance against relevant benchmarks instead of the whole market
What you sell A short description of your products or services and who they're for Gives Juno the context to read your numbers correctly
Ideal customer Your target audience: demographics, interests, or buying behavior Sharpens audience-level and retention insights
Top competitors The names of your top two or three competitors Enables more relevant market comparison

Keep these honest and specific. "Premium running shoes for trail athletes" is worth more to Juno than "footwear."

Section 2: Objective and Budget

Pick the one primary marketing objective that best describes what you're driving toward. This sets what the platform optimizes its guidance around, so choose the goal you'd actually trade others for.

Objective Choose it when
Revenue growth Top-line growth is the priority, even if efficiency dips
Profitable growth You want growth, but not at the cost of margin
New-customer acquisition Expanding the customer base matters more than repeat revenue right now
Improve marketing efficiency The goal is a better return on existing spend, not more spend
Lead generation You're measuring qualified leads ahead of direct sales
Retention or repeat purchase Growing value from existing customers is the focus
Other None of the above fits

Only one objective is selected at a time. You can change it later as your priorities shift.

Section 3: Target KPIs

Set the targets LayerFive measures you against. Six metrics come preloaded, grouped by type, each with a direction showing which way "good" runs.

Metric Group Target direction
Gross Revenue Revenue and Spend Higher
Average Order Value Revenue and Spend Higher
Total Ad Spend Revenue and Spend Depends on your strategy
Cost per Acquisition Efficiency Lower
Marketing Efficiency Ratio Efficiency Higher
Blended Return on Ad Spend Efficiency Higher

Enter a target for each metric across your planning periods. Use the Add metric button if you track something beyond the six defaults.

The direction tags matter. Cost per Acquisition reads as better when lower, so a target above your current number isn't ambitious, it's slack. The rest improve as they climb, except Total Ad Spend, where the right direction depends on whether you're scaling or tightening.

Ground your targets in your actual baseline, not round aspirational numbers. These targets drive whether the platform marks you on track or off, so a fantasy target just produces a permanent red flag that you learn to ignore.

Month or quarter

Use the Set targets by toggle to choose your planning cadence.

Set targets by month if you plan and review monthly and want tighter tracking. Set by quarter if you plan in longer cycles and want fewer numbers to maintain. You can set targets for several periods at once, shown as columns across the table.

Required versus optional

The account-level targets are what you need to finish setup. Below them sit optional sections: Funnel Expectations, per-channel targets like Google Ads, and Seasonality and Upcoming Events. These add depth for Juno but are not required.

If you're setting up quickly, fill the account-level targets and move on. Come back for channel-level and seasonality detail once you're running.

Saving

Six essentials must be complete before you can save: product or service category, what you sell, ideal customer, top competitors, primary marketing objective, and target KPIs.

Until all six are done, Save and continue stays disabled and a banner lists exactly what's still missing. Fill those items and the button activates.

What to check and when

Situation Do this
Setting up for the first time Fill all six essentials, use account-level targets, skip the optional sections
Your priorities changed Update your primary objective, since it steers Juno's recommendations
Targets feel arbitrary Reset them against your last few months of actuals before trusting the on-track flags
Juno's advice feels generic Check that business context is filled in, since that's what personalizes it
You plan by quarter, not month Switch the toggle to Quarter to cut the number of targets you maintain

Troubleshooting

Issue Check
Save and continue is greyed out One of the six essentials is incomplete. The banner at the bottom names each missing item
Target fields won't accept a value Ratio metrics like Marketing Efficiency Ratio and Blended Return on Ad Spend take a plain number, not a currency amount
The on-track flags look wrong Your targets may be set in the wrong direction. Check the higher-or-lower tag on each metric
Competitor comparisons seem off Confirm the competitor names are spelled the way the market knows them

Related articles