TargetBoard Frequently Asked Questions

Question 1

Who is TargetBoard for?

Accepted Answer

TargetBoard is for business leaders, managers, and teams who rely on KPIs to drive performance. Whether you're in product, engineering, sales, or ops—if you're making decisions, setting goals, or tracking impact, TargetBoard gives you the clarity and control you need, without the data hassle.

Question 2

What if I already have a data team?

Accepted Answer

That's great. The data team loves TargetBoard. We help them reduce their workload and provide them with improved data to work with. TargetBoard does magic with your data, allowing data teams to be more efficient. To learn more about how data teams work with TargetBoard, contact us.

Question 3

Do I need to change my processes to use TargetBoard?

Accepted Answer

TargetBoard is designed to adjust to your existing progress automatically. No changes are required. It doesn't matter if you use Sprints or Kanban. It doesn't matter whether you planning with story points or not. It doesn't matter if you are missing data or if your data is not updated regularly. TargetBoard will automatically adjust to provide you with the best experience.

Question 4

What if my data quality isn't great?

Accepted Answer

Not a problem. We know that data is messy, late, and incomplete. TargetBoard is specifically designed to help improve the quality of your data. This means that with TargetBoard, you get an exceptionally great reporting and analytics experience even when your data is less than perfect.

Question 5

How quickly can I get value from TargetBoard?

Accepted Answer

As soon as Targetboard is connected to your systems and workflows, or embedded directly into the tools your team already uses, you gain a clear, data-backed visibility into engineering activity and priorities. What typically takes weeks or even months with BI tools or platforms like LinearB and Jellyfish, TargetBoard surfaces almost immediately — giving you faster ROI and a decisive advantage.

Question 6

What is required to set up TargetBoard?

Accepted Answer

TargetBoard is a Risk-Free Analytics Platform. You don't need to do any integration work or set up any infrastructure. We don't require any effort from anyone on your team other than to provide the credentials that allow us to connect to your systems. Our onboarding playbook and customer success team will make sure you and your team are trained and have complete confidence in the data.

Question 7

Am I required to write code or SQL?

Accepted Answer

TargetBoard is designed as a pure no-code solution. No coding or SQL skills are required to enjoy the full power of the product.

Question 8

Do you offer onboarding and training?

Accepted Answer

Our professional services and customer support team have a dedicated onboarding process and work with you to customize the platform's features according to your needs. Beyond onboarding, we provide ongoing support to ensure your teams continue to gain the most value from the platform. Learn more about our Services.

Question 9

Which KPIs are supported?

Accepted Answer

TargetBoard automatically creates a KPI catalog that is designed and personalized for your needs. It includes all relevant KPIs for the data you connected, based on industry best practices. You can easily adjust, customize, or add additional KPIs as needed.

Question 10

Can I customize my KPI framework?

Accepted Answer

Yes. TargetBoard includes an out-of-the-box KPI catalog to help you get started quickly, but every framework can be customized. You can adapt existing KPIs or define new ones to reflect your strategy, processes, and data environment — ensuring the metrics you track are always aligned with your goals.

Question 11

How often are KPIs updated/refreshed?

Accepted Answer

KPIs in TargetBoard are refreshed continuously based on the data sources they connect to. Most integrations update in near real time, while others sync on a scheduled basis. This ensures your dashboards always reflect the most current and accurate view of performance.

Question 12

Which systems can you integrate with?

Accepted Answer

Our list of supported integrations is constantly growing. TargetBoard can easily integrate into any customer system or custom data source. For more details, check out our integrations page.

Question 13

Do I have to change or clean my data to use TargetBoard?

Accepted Answer

No. TargetBoard is built to work with your existing data as it is. While cleaner data can improve insights, the platform includes governance and alignment features that help you make progress even if your data isn't perfect.

Question 14

Does TargetBoard have an API?

Accepted Answer

Yes. All your data is available through our API, and you can even create automations and workflows using our Zapier app.

Question 15

Can I embed TargetBoard on other systems?

Accepted Answer

Yes. TargetBoard cards and boards can be loaded as iframes or plug-ins into other systems, so you can get your KPI data where you need it, for example, backstage.io.

Question 16

Can I embed TargetBoard data into my BI tool?

Accepted Answer

Yes. TargetBoard reports and metric cards can be embedded into any BI or Analytics platform, such as Tableau, Looker, and Power BI. As well as into additional systems such as Notion or Slack for your convenience.

Question 17

If my systems aren't listed, can you do custom integrations?

Accepted Answer

Yes. TargetBoard is designed to connect with a wide range of data sources, and our team can support custom integrations if your system isn't on the standard list. We'll work with you to ensure your data flows seamlessly into the platform.

Question 18

Is TargetBoard safe?

Accepted Answer

The safety of our customers' data comes first. TargetBoard is ISO 27001 and SOC 2 Type 2 certified. It supports enterprise-grade security features, including OKTA, SSO, VPC hosting, and a built-in governance layer for user permissions. Please review our security page for more details.

Question 19

Where is my data stored?

Accepted Answer

TargetBoard offers flexible deployment options — you can run securely in the cloud, within your own VPC, or fully on-prem. No data or code ever leaves your environment. All deployments meet enterprise security standards (ISO, SOC) with role-based governance to protect sensitive HR, finance, and product data. With built-in identity management (OKTA) and audit-ready architecture, your data stays safe, compliant, and under your control.

Question 20

Do you comply with standards like SOC 2 / GDPR?

Accepted Answer

Yes. TargetBoard is ISO 27001 certified and has completed SOC 2 Type 2, demonstrating our adherence to globally recognized standards for information security and operational excellence. We also comply with GDPR requirements to ensure that personal data is handled lawfully, transparently, and securely.

Question 21

Does TargetBoard support flexible deployment options?

Accepted Answer

Yes. TargetBoard supports multiple deployment models to meet your security, compliance, and data residency needs — from multi-tenant SaaS to single-tenant, Bring Your Own Cloud, and secure self-hosted connectors. Unlike legacy BI platforms, there's no heavy on-premise installation required. Learn more about flexible deployment.

Question 22

Does TargetBoard do Data Exfiltration Monitoring?

Accepted Answer

Yes. TargetBoard supports multiple deployment models to meet your security, compliance, and data residency needs — from multi-tenant SaaS to single-tenant, Bring Your Own Cloud, and secure self-hosted connectors. Unlike legacy BI platforms, there's no heavy on-premise installation required. Learn more about flexible deployment.

Question 23

Is there a free trial or a proof of concept available?

Accepted Answer

Targetboard offers a proof-of-concept (POC) trial that lets customers effectively 'try before you buy.' Costs are determined individually based on the scope and requirements involved.

Question 24

How is TargetBoard priced?

Accepted Answer

We believe data should be accessible to everyone in your organization. That's why our pricing is based on the type and volume of data in your contract—not on the number of users or seats. This way, costs stay predictable, affordable, and flexible, while your teams can share data freely without worrying about added licenses.

Question 25

How is TargetBoard different from Jellyfish?

Accepted Answer

Jellyfish is finance-heavy and optimized for enterprise-level portfolio planning, which can result in lengthy setup cycles and limited agility. TargetBoard delivers cross-functional visibility across Engineering, Product, GTM, HR, and RevOps—without enterprise overhead. We're built for fast-growing organizations that need KPI alignment across every department, with clarity delivered in days, not months.

Question 26

How is TargetBoard different from Linearb?

Accepted Answer

LinearB focuses on developer workflow and velocity—great for tracking engineering activity, but limited for leaders outside of R&D. TargetBoard scales beyond Engineering to include Product, GTM, RevOps, HR, and more. We connect delivery metrics to company-wide KPIs and business goals, giving executives a single, trusted view of impact across the entire organization.

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General Questions

KPIs & Performance

TargetBoard Agents

Integrations & Extensibility

Security & Compliance

Pricing & Commercial

General Questions

KPIs & Performance

TargetBoard Agents

Integrations & Extensibility

Security & Compliance

Pricing & Commercial

Still Not Sure If TargetBoard Is Right For You?

Company

Product

Solutions

Questions? We’ve Got You Covered.

General Questions

KPIs & Performance

TargetBoard Agents

Integrations & Extensibility

Security & Compliance

Pricing & Commercial

General Questions

KPIs & Performance

TargetBoard Agents

Integrations & Extensibility

Security & Compliance

Pricing & Commercial

Still Not Sure If TargetBoard Is Right For You?

Company

Product

Solutions

Questions?
We’ve Got You Covered.