Name the outcome first

Prioritize and Plan both need something to rank against. Without a named outcome, the plan cannot say why one task comes before another, and every result arrives with nothing to be judged against, so "done" starts standing in for "worked." That is how budgets drift into busy work nobody can defend at review time. The primary target is the reference point for the whole plan: it tells the plan what to drive toward and tells you, weeks later, whether the work moved anything.

Before you build or accept a plan, and again whenever the business goal changes (a new offer, a new season, a different buyer).

• A diagnosed workspace. The Plan item (left sidebar, under Marketing) stays locked until a diagnosis exists.
• One outcome the business actually needs (bookings, revenue, qualified leads, calls), named as the real thing rather than a proxy such as likes.
• A defensible starting number and the date range you will judge it over. An editor's target changes go to an owner or manager for approval.

1. 1Open the Marketing Plan and find the TARGETS panel in the right-hand rail.
2. 2If it reads "No target yet. Set the KPI this plan is driving toward.", press "Set a target". The "Add KPI Target" form opens.
3. 3Choose the "Metric". Each option is marked Measured, Manual, or Aspirational: a connected source supplies the current value, you update it yourself, or it cannot be tracked automatically yet.
4. 4Enter the "Baseline value" (where you are today) and the "Target value" (where this plan should get to), then set the "Start date" and "End date". The form will not save unless the target is greater than the baseline.
5. 5Tick "Make this the primary target", use "Notes" for assumptions and caveats, and press "Create Target". Supporting targets are optional; one primary is not.
6. 6For a single time-bound push (an event, a launch), consider Goals instead: each goal gets its own focused plan alongside the Marketing Plan. More detail: Set a plan target (TARGETS).

The panel shows "Primary KPI" with the current value against the target, a progress bar where pacing can be calculated, and a status: Ahead, On Track, Behind, Achieved, Stale, Manual Update, or Aspirational. The current value comes from the source, not from this form, so a new target may read "No current value available yet." That is honest, not broken.