Features & User Guides

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Clear guidance and best practices for using TargetBoard's features.

9 articles by 1 author

Calculated Metrics

Calculated metrics enable organizations to define and apply customized, weighted evaluation criteria across individuals, teams and projects. The only true limitations is what you can imagine based on your available data.

Filtering Capabilities

Filtering in TargetBoard lets you focus on exact data needed, from account-wide exclusions to custom card views, creating precise dashboards and views.

Creating Alerts

Use customized alerts to stay on top of critical KPIs and prevent issues from slipping through cracks.

Core Concepts & Terms

Explaining concepts and terms you'll see throughout TargetBoard's documentation and use in the platform.

Board Permissions

Details on different board types and levels of access to different users based on creator preferences and system settings.

Presenting Folders

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.

Creating a Board

Create boards, add metric cards with different chart types, apply filters, and lock views for team reporting and insights.

Embedding Boards or Metrics

Embed TargetBoard dashboards or KPIs in external platforms via secure iFrame.

Exploring Metrics

Each metric in TargetBoard can be explored across four views: Track, Analyze, Inspect, and Improve. Read to see what you can do with each.

A simple icon of a bookmark with a star near the bottom to represent a featured article A simple ribbon icon. It has a slightly rounded border and a star at the bottom of it. ​ Calculated Metrics

A simple icon of a bookmark with a star near the bottom to represent a featured article A simple ribbon icon. It has a slightly rounded border and a star at the bottom of it. ​ Filtering Capabilities

A simple icon of a bookmark with a star near the bottom to represent a featured article A simple ribbon icon. It has a slightly rounded border and a star at the bottom of it. ​ Creating Alerts