Services

Expert guidance to accelerate performance, alignment, and execution

Professional Services

Enterprise-grade customization and strategic enablement.
TargetBoard’s Professional Services offering is designed for organizations with advanced or complex needs. Our consultants work closely with your team to align TargetBoard with your unique business logic, processes, and data environment.

This includes integrating non-standard or proprietary data sources, defining custom KPIs that reflect your company’s strategic and operational goals, and conducting deep operational analysis to surface hidden inefficiencies. We also facilitate executive-level workshops to help leadership teams align on measurement strategy, and deliver tailored dashboards and reporting frameworks that enable precision and clarity at every level of the organization.

Our team brings a pragmatic, data-driven approach designed to meet the speed and scale of enterprise operations.

Strategic Customer Success

Ongoing partnership with a dedicated domain specialist.
Every TargetBoard customer is assigned a senior Customer Success Manager with domain expertise tailored to your function - whether it’s engineering, product, sales, or operations. From onboarding through scale-up, your Success Manager works as an extension of your team, ensuring KPI coverage is complete, aligned with your evolving priorities, and actionable at every level.

Beyond the basics, we help you operationalize the platform by configuring automations, proactive notifications, and AI-driven recommendations that support faster, more confident decisions. Through strategic enablement sessions, recurring check-ins, and a deep understanding of your business, we ensure that TargetBoard continuously delivers measurable impact - not just metrics.

Executive KPI & Productivity Audit (Complimentary 1-Hour Consultation)

TargetBoard offers a structured, high-impact session with senior domain experts to help executive teams assess their current KPI framework, productivity challenges, and operational visibility. This offering is available to select companies operating in R&D, Product, Go-to-Market, Customer Success, and Operations. Our experts bring years of hands-on experience in scaling performance for high-growth organizations and enterprise environments.

The session focuses on identifying blind spots, untapped opportunities, and how strategic KPI management can be leveraged to improve alignment, accelerate decision-making, and resolve key trade-offs.

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The only KPI solution that understands your goals and proactively supports you in achieving them.

Connects to any system

Automatically creates your KPI reports

Customized for your business

Can replace an entire BI / Analytics / Data team and infrastructure in minutes.