Know before the month ends whether the goal will close.
The Goals Agent reads the Goals in your Strategy, compares them with the numbers from your connected sources and tells you how much is left, in how many days and where the month lands at today's pace. When a goal is at risk, it calls in the agent that owns the number and brings the suggested decision.
- No credit card
- Read-only access
- Revoke anytime
leads to reach the month's goal, with 9 days left.
At today's pace, the month lands between 410 and 450 leads, below the 520 goal. The Ads Agent was called in and suggests moving R$ 1,800 from the brand campaign to the lead campaign, which brings the cheaper lead.
What turns the agent on
Works with
Any connected source that has the goal's number: ads, GA4, Search Console, store, CRM or database. Without a source, you enter the number every month.
For example
Strategy field
Goals: each goal with its value, date and the number that tracks it ("Which number measures this?").
When and where it arrives
Decisions arrive every week on Free and Growth and every day on Pro and Infinity, in the app and by email. WhatsApp from Growth, Slack and webhook from Pro, and in Claude and ChatGPT through the MCP connector.
What it analyzes
Goal pace
How much is done, how much is left and how much has to come in per day until the goal's date.
Projection with a range
Where the goal lands at today's pace, with a floor and a ceiling. With little history, it tells you it is only the pace of the last few weeks.
Who can help
A goal at risk calls in the agent that owns the number, like the Ads Agent for conversions, and you get what it suggests.
Next month's goal
When the month closes, it proposes the next goal based on the real pace. You accept it or not.
Ask in plain language
Will I hit this month's goal?
Which goal is at risk right now?
How much has to come in per day to reach the leads goal?
Who can close the gap on the revenue goal?
The kind of decision you get
proposed goal for next month. This month closed at R$ 196k.
The R$ 180k goal was hit. The proposal follows the growth of the last 12 weeks, within the projection range. If you accept it, the new goal goes into your Goals.
Frequently asked questions
Which goals does it follow?
The goals in Goals, in your Strategy. For each one you choose the number that tracks it: conversions, leads, visits, store revenue, CRM deals, a metric from your database or a value you enter every month.
What happens when a goal is at risk?
It tells you how much is left and in how many days, and calls in the agent that owns the number. You get the goal at risk together with the suggested decision and choose what to do. Sherlok has read-only access to your accounts until you authorize otherwise.
Does it work with a CPA or conversion rate goal?
Yes. For a rate goal, it compares the last 4 closed weeks with the target. For cost per conversion, lower is better.
Which plans is it on?
Every plan, Free included. On Free and Growth it counts as one of your active agents, and on Pro and Infinity they are all included. Decisions arrive every week on Free and Growth and every day on Pro and Infinity.
Write down the month's goal and know if it will close.
- No credit card
- Read-only access
- Revoke anytime