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Creating & Editing Boards

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

Boards are curated collections of metrics and KPIS that allow you to gather all of your key information in one place to gain a holistic view of an area of focus, such as Support Performance, Engineering Quality or Executive Reporting and can be tailored based not just on what information is relevant, but also based on who is using the board and what their area of focus is.

Board Types

Managed Boards

Managed boards are curated and maintained by the TargetBoard team and cover a variety of different use cases. You'll find managed boards for AI Adoption, Productivity, Quality, Initiative Tracking, Sales Performance and many others already available to you under the Create board menu.

These boards are not directly editable by customers, instead they provide a quick way to get started and are built based on industry best practices and customer feedback to deliver a general best-fit option based on concept of the board.

They are updated regularly as new metrics become available to reflect both these changes and new industry trends as they emerge.

Managed Boards are best used:
- To help you get started quickly. Simply find the solution you want and click Create.
- For boards which you don't want to manage actively, often some Executive Reporting boards will fall into this category.
- In areas for which you use common industry standard breakdowns and analysis. For example, Managed Boards will have many breakdowns by Teams or Projects, but if you use custom fields for key breakdowns then using a Managed in the long term is less recommended.
Custom Boards

You also have the option to build a completely new board from scratch, based on whatever specific requirements you may have.

Managed Boards can also be used as templates to springboard the creation of your own custom boards. To do this, click Create under the Managed Board you want to use as your starting point (note that this board will not be editable), then create a duplicate of the board and change or add whatever you would like.

Creating Your First Custom Board

  1. Navigate to the Create Board tab from the left side menu. From this page you can select a Managed Board to create, or choose custom as we'll do here.
  2. Click Create under the Build your own option at the top of the page.
Create dashboard tab.
  1. Name your board and choose which folder to place it in (this can be changed later). Click Create. You should now see a blank board with an invitation to add metrics.
Whenever you create a new board, it will always start as a Private board which only you can see. When you are ready to collaborate or share your work with others, click on the Edit board permissions button on the top right of the screen to share your work with specific collaborators or make the board available to all users in your account as appropriate.
  1. Click Add Metrics in the center of the page. This will open up a view of the catalog in a side panel and you can quickly select any number of metrics you want to include in your board. This list is searchable to help you find what you need quickly. Choose a few key metrics to start. Once you have a few selected, click Done followed by Save Changes.
  2. You'll now have cards for any of the metrics you've selected on the board. This will initially appear at half page width and show trend graphs by default.
    1. Note that any board filters will already be automatically applied as will the date range shown at the top of the page.
  3. From here, you can start to customize your metric cards, add text cards, rearrange the board layout or make any other changes you want. Which will be explained in more detail below.

Editing and Rearranging Your Boards

You can add to, delete from, edit and rearrange your board at any time. Simply click on the Edit board button to start making changes.

From here you can rename your board, add new cards (metric and text) drag and drop the tabs representing each card to rearrange the board, change card sizes and display types or anything else you might want to change.

Edit board interface

Additionally, when this tab is open you can click on any of the '+' icons between existing cards to add a new card directly in place, or hover over a card and grab it by the six dots icon in the top right corner to drag and drop the cards directly on your board into a new placement.

Editing Metric Cards

Making changes to cards is easy, you can access the basic editing menu in one of two ways:

  • By clicking on the pencil/edit icon next to the card you want to adjust in the side panel shown above.
  • By clicking on the three dots in the top right corner of each card and selecting Edit card.
Edit card menu

Clicking on either of these will immediately open a side panel where you can change the card name, size and type in moments.

The menu presented on the card itself also presents some other options, for which more detail is provided elsewhere.

Card Sizes and Chart Options

TargetBoard cards can be displayed in 4 different sizes from a small card showing only the metric value itself to a full width display which can show any of the available graph types.

  • SMALL - Shows only the metric value itself. Using a cluster of these at the top of a board (or a subsection) can give a quick overview without drilling into more specifics of the data.
Small card sample.

  • MEDIUM - A quarter-width card which supports trend lines. Best used to quickly track multiple changes over time in parallel
Medium card sample.
  • HALF - A half-width card which can be used with any chart type or breakdown in the system. These cards are highly versatile without taking up too much space in your board and are generally the most used. If a half-size card is showing what you want, but looks messy or cluttered, consider sizing the card up to large.
Half-size sample cards.
  • LARGE - A full-width card which can be used for any chart type or breakdown in your account. Best used for larger datasets or more complex breakdowns such as Grouped Bars or Data/Pivot Tables that don't comfortably fit on smaller cards.
Large card sample

Graph Types:

  • Trend graphs - displayed as a line by default and with an automatic breakdown based on the currently selected date range.
    • You can change the automatic breakdown to be by Day, Week, Month, Quarter or Year.
    • For alternate visualizations, choose to Display as Bars, Grouped Bars, Stacked Bars or Stacked Areas and then choose the secondary breakdown dimension from the list presented.
  • Pie Charts
  • Multi-Line Graphs
  • Bar Graphs
  • Data Tables
  • Pivot Tables
  • Stacked Bars
  • Grouped Bars
  • Stacked Areas

Making the most of Text Cards

Whenever you make a selection to Add cards, you are presented with the option to add a metric card or a text card. They can be resized with the same options as metric cards.

Text cards are an incredibly useful tool and can be used in a number of ways:

  • Creating section headers to make boards more legible.
  • Adding context, commentary or notes explaining a nearby metric card or specific benchmarks you are aiming to achieve. This can be particularly helpful in boards which are shared with other stakeholders or departments who are less familiar with your metrics.
  • Providing links to external documentation.

Text card sample 1

Text card sample 2

How did we do?

Presenting Folders

Embedding Boards or Metrics

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