Deliverable Tracking

This folder documents the goal measurement and tracking system built on top of the deliverable plan pipeline.

Overview

Goals are set by the deliverable planner agent when a strategy is approved. They describe business outcomes the tenant wants to achieve (e.g., “increase organic sessions by 30% in 6 months”). The tracking system snapshots real channel metrics on a weekly schedule and computes progress against the goal’s baseline and target.

Documents

Pipeline Position

Strategy approved
       ↓
Deliverable Planner agent  →  DeliverablePlan + Goals created
       ↓
Client approves plan
       ↓
Activity Planner  →  DeliverablePeriod + Activities (monthly)
Goal Tracker      →  GoalSnapshot baseline captured (same trigger)
       ↓
Weekly schedule
       ↓
Goal Tracker      →  GoalSnapshot recorded (current value)
       ↓
Goals page        →  Shows progress: baseline → current vs target

Key Models

• Goal — one per business objective on the plan; holds metricType, targetNumericValue, baselineValue
• GoalSnapshot — one row per goal per weekly run; stores the raw metric value on that date
• ConnectedChannel — the data source; each goal optionally links to a specific connected channel