How to Create a Target Card Widget

When to use the Target Card widget 

A target card widget helps users quickly understand important data points and track progress toward specific goals or targets. It takes snapshots of a selected measure at a pre-set frequency.

You can use the target card widget type to display and monitor historical data for the following examples: 

• KPIs like revenue, market share, and customer acquisition numbers  
• Sales targets and performance to show how close the team is to meeting their goals  
• Tracking project milestones and progress against deadlines 
• Utilization to monitor operational efficiency 

Use this article to create and configure the settings of a target card widget. 

Prerequisites 

Before you proceed, make sure that you are logged in to the MSPbots app as an administrator. 

Video guide 

Watch this video or follow the procedure below to create a target card widget. 

Creating a target card widget 

1. Navigate to Widgets and click the New Widget button. 
   
   
   
   
2. On the New Widgets window, select Target Card. This step opens the Widget Builder window. 
   
   
   
   
3. When the Widget Builder window appears, go to Basic Setting and provide the following:
   • Name - Give the widget a Name.
   • Description - Provide a short Description.
   • More Info
   • Role - Select the user that needs access to the widget.
   • Tag
     
     
      
     
     When the target card widget is added to a scorecard dashboard, the filled name and description will be displayed on hover to clarify the meaning of the KPI represented by the target card widget.
     
     
     
     
4. Click Apply. 
5. Click    to go to Dataset and click the + button. 
   
   
   
   
6. Select New Layer on the window that appears. This step opens the Dataset window. 
   
   
   
   
7. Do the following on the Dataset window: 
   1. Select a dataset to use.
   2. Give the data source a name.
   3. Add columns by selecting an option from the Column Name dropdown list and assigning an Alias and Business Type for each. Click the + icon to add more rows.  
   4. Add filters, measures, and dimensions.
      
      
      
      Refer to What Filter Conditions and Formats are Available for Creating Widgets as a guide for this step.
      
      
8. Click Save. 
9. Click Apply to show a preview of the target card that you created. 
10. Next, go to Config and provide data for the following fields: 
    
    
    
    

    Field Name	Description
    Y Value	Select the data for the y-axis (vertical).
    X Value	Select the data for the x-axis (horizontal).
    User	Select the name of the KPI or metric owner from the dropdown list. Selecting a user activates the widget and takes snapshots of the target card. The snapshot will not be generated if this field is left blank.
    Recurrence	Select the frequency for taking snapshots. Choose from the following options:  Daily - Selecting to take a snapshot daily allows you to set a specific snapshot frequency as often as every five minutes.  Weekly - Select a specific day of the week and enable the On specific time toggle to take a snapshot at a specific time for that day.  Monthly - Select a specific day of the month and enable the On specific time toggle to take a snapshot at a specific time for that month. Because the last day varies each month, select last day if you wish to take a snapshot every last day of the month.  Quarterly - For quarterly snapshots, select a month for the quarter and day, and enable the On specific time toggle to select a specific recurrence for that schedule. Select last day if you wish to take a snapshot every last day of the chosen month.   Yearly - For yearly snapshots, select a month and day, and enable the On specific time toggle to select a specific recurrence for that schedule. Select last day if you wish to take a snapshot every last day of the chosen month.  If the On specific time toggle is not enabled, the default snapshot recurrence is 00:00 (midnight).
    Time Zone	Select the time zone to use for the widget.
    Benchmark	Type the target score for the metric in the widget.
    Date Range	Set the start and end dates for the widget's data.
    Last Days	Set the number of days to limit the graph dimension.
    Header Text	Type a label for the measure.
    Showing date interval	Enter the date interval displayed on the X-axis. For example, 7 days.
    Trend Line	Select your preferred trendline from the dropdown list, if necessary:  linear exponential polynomial

11. Click Apply to show a preview of the new target card.
12. If you want to change the text or background color when the fields and measures meet specific conditions, set a conditional formatting rule for your target card. Go to Conditional Formatting and add rules to define the conditions. Once a rule is set, click Apply on the widget rule window. 
    
    
    
    
13. Lastly, click Apply again on the widget to save and show a preview of the target card. 
    The preview will appear empty on the first day of widget creation because the widget does not have a record of snapshots yet. Once records are available, a line graph preview will appear.