Clear guidance and best practices for using TargetBoard's features.
Calculated metrics enable organizations to define and apply customized, weighted evaluation criteria across individuals, teams and projects. The only true limitation is what you can imagine based on your available data.
Filtering in TargetBoard lets you focus on exact data needed, from account-wide exclusions to custom card views, creating precise dashboards and views.
Use customized alerts to stay on top of critical KPIs and prevent issues from slipping through cracks.
Track AI adoption metrics alongside KPIs in TargetBoard to measure real business impact.
Explaining concepts and terms you'll see throughout TargetBoard's documentation and use in the platform.
Details on different board types and levels of access to different users based on creator preferences and system settings.
TargetBoard's Present Folder feature showcases KPIs in a clean format for QBRs and leadership reviews, letting you step through boards seamlessly while actively engaging with data.
Create boards, add metric cards with different chart types, apply filters, and lock views for team reporting and insights.
Embed TargetBoard dashboards or KPIs in external platforms via secure iFrame.
Each metric in TargetBoard can be explored across four views: Track, Analyze, Inspect, and Improve. Read to see what you can do with each.
This document outlines the required steps to create the TargetBoard MCP app in your company’s ChatGPT organization and make it accessible to users. Must be performed by an admin in your ChatGPT/Claud…
