Target Trackers

Target Trackers show members or companies how they are performing against goals—typically target vs actual (and related KPI columns) in a table on your program website. Connect a Data Bucket for live progress that updates when you save bucket data, or upload a CSV for static snapshots.

Leaderboards rank everyone on one metric; Target Trackers focus on each participant’s own KPI rows (Category Keys from the bucket). For bucket setup, see Data Buckets—this guide covers the Target Trackers app.

Overview

From Apps → Target Trackers you can:

• Create and manage trackers (Active, Inactive, Archive)
• Connect a data source — linked Data Bucket (recommended) or uploaded CSV
• Map columns for a summary header row and a main body table (one row per KPI/category in the source data)
• Preview home-page cards with prefix, suffix, and a chosen metric
• Control visibility on the member site with member and company tags
• Publish trackers that appear in Progress components when status is Active

Inside a Target Tracker

Where to find it

• List route: /tables/{programId}
• Tracker detail: /tables/{programId}/table/{tableId}
• Side navigation: Apps → Target Trackers

Prerequisites

• An open program with program administrator access
• Editor role (or higher) — required to create, edit, and save trackers; Observer can view the list
• For Data Bucket trackers:
  • An Active Data Bucket with saved results (Targets and Data imports uploaded, then Save Data Bucket at least once)
  • Members or Companies on file with Data Keys matching bucket rows
• For CSV trackers:
  • A .csv file with a column that matches participant Data Keys
  • Matching member or company records on file
• To show trackers on your program website, add a Progress component in Design Studio (Active trackers appear when tag rules match)

List page

Three tabs: Target Trackers (Active), Inactive, and Archive.

Each card shows the tracker name, last updated date, status, and a data-source indicator:

Use Search to filter by name. Click a card or the arrow button to open the tracker.

Step-by-step

Create a Target Tracker

1. On the Target Trackers tab, click Create a Target Tracker (or the + button).
2. Choose Status — Active, Inactive, or Archive (you can change this later on Other).
3. Enter Table Name (internal name; defaults display title to the same value on create).
4. Choose Data Source:
   • Data Bucket — progress syncs from a saved bucket (recommended)
   • CSV — upload and maintain your own file
5. Choose Data Type — Members or Companies (must match whose rows are in the source).
6. If Data Bucket is selected, pick the bucket from Select data bucket.
7. Click Save.

Open the new tracker from the list to configure columns and the data connection.

Connect data (Data tab)

Wire the tracker to its source and confirm participants match.

Data Type — Member or Company. Rows are matched to records on file by Data Key.

Data Source

The visual connector shows Data Bucket Connected, CSV Connected, or an error state (for example, no file or no Data Key selected).

Summary at the bottom of the tab:

• Total records in source data
• How many records matched members or companies on file
• Link to download unmatched records
• Last Import date

Map columns (Builder tab)

The Builder tab has two sections on one screen:

1. Header — top summary row for the participant selected in Preview Data Of
2. Main Body — all KPI rows for that participant (one row per category/target line in the source)

Preview Data Of — select a member or company to preview real values. Until a source is connected and a participant is selected, the preview shows a prompt to choose an account.

Add a column (Header or Main Body)

1. Click + on the Columns bar (Header or Main Body).
2. Choose Column Content from:
   • System Fields — Full Name or Company Title (by participant type), Percentage (calculated from two source columns), and optionally Icon / Rank (same field types as leaderboards; most trackers use bucket columns instead)
   • Data Bucket Fields or CSV Columns — Target, Actual, Difference, Percentage, Total Points, Target Points, remarks fields, and other columns from your source
3. Enter a Column Label (member-facing header text).
4. For data columns, choose Column Format:
   • Text — display as-is
   • Number — prefix/suffix ($, %, etc.) and decimal rounding
   • Qualifier — tick/cross icon from True/False, Yes/No, or a numeric threshold
5. For Percentage system field, pick the numerator column and As A Percentage Of denominator column.
6. Click add.

Drag column chips to reorder. Remove a column with the chip close control.

How rows work

• Header mappings aggregate or display values across the participant’s source rows (with running-total logic from the bucket when applicable).
• Main Body mappings show one table row per source row for that participant—typically one row per Category Key from the bucket.

Preview home card (Card tab)

Shows how this tracker appears as a summary tile on the member site (Progress component).

• Uses the objective-style card layout (not a leaderboard medal)
• Prefix / Suffix — optional text above or below the main value
• Set Card Data Source — choose which mapped field supplies the large number on the card (for example Percentage or Actual)
• Preview uses the same Preview Data Of participant as Builder when available

Configure Set Card Data Source after you have mapped columns on Builder and connected Data.

Set titles (Titles tab)

Both are required before save table succeeds (alerts appear if either is missing).

Control visibility (Tags tab)

Member Tags and Company Tags control who sees this tracker on the program website, not which rows appear in the source data.

When both member and company tags are set, both rules must pass. Source data still includes all matched participants from the bucket or CSV; tags only gate site visibility.

Status and order (Other tab)

Save table

Changes are staged until you save. When pending updates exist, save table activates in the sticky footer.

1. Confirm Title and Display Title are filled (Titles or Other tab).
2. Confirm a data source is connected (Data tab — resolve any “No data source connected” alert at the top).
3. Click save table.

Saving persists mappings and recalculated display data used on the member site. For CSV trackers, the uploaded file is stored with the tracker. For Data Bucket trackers, raw results come from the bucket’s saved column result document—save table updates display configuration from the current bucket snapshot.

How Data Buckets sync Target Trackers

When a tracker uses Data Bucket mode:

1. Link the tracker to a bucket on the Data tab.
2. Bucket column results load when you select the bucket (participant rows with Category Key / target columns).
3. Each time you Save Data Bucket on that bucket, the system finds linked Tables (Target Trackers) and Leaderboards and refreshes their source data automatically.

You do not re-import targets or progress in the Target Trackers app—that workflow is entirely in Data Buckets, Targets, and Data imports.

Tips and limitations

• Editor role required — Only Editor (or Admin) can create and save; Observer can browse the list.
• Data Keys are essential — Source rows match by Data Key (Account Id for buckets; your chosen CSV column for static files). Fix unmatched rows using the download link on the Data tab.
• Participant type must match — Member trackers need member Data Keys; Company trackers need company Data Keys. Align with the bucket Data Type when using Data Bucket mode.
• Category Keys live in the bucket — Main Body rows come from bucket Category Keys and imports; define keys on the bucket Builder tab, not in the tracker app.
• No ranking tab — Unlike Leaderboards, there is no sort order or “winning places”; use Leaderboards if you need a ranked standings list.
• Tags vs source data — Tags limit who sees the tracker on the site; they do not filter which participants exist in the CSV/bucket.
• Demo programs — Create, upload, and save actions are disabled on demo programs.
• Inactive and Archive — Use instead of delete when you want to keep history.
• CSV updates — Upload a replacement file on Data, then save table; bucket-driven trackers update via Save Data Bucket instead.

Related

• Data Buckets — Central data source; saving syncs linked trackers and leaderboards
• Targets — Upload goal CSVs to buckets
• Data imports — Upload progress/actual CSVs to buckets
• Target Points Rules — Point columns available in bucket-driven trackers
• Leaderboards — Ranked standings from the same bucket data
• Members — Member Data Keys and member tags
• Companies — Company Data Keys and company tags
• Design Studio — Progress components that show tracker cards on your site