Targets are typically used for Budgets and Forecasts, and tied to specific metrics. You may add more than one target to your workspace.
View targets
Set up targets
Set up targets
Prepare your targets data
You can set up targets by registering a target table from your database. Steep will read targets from this table and match them to the corresponding metrics by name. The target table needs to follow a certain format for it to work.
Target table format
| Column | Example value | Type | Description | Requirement |
|---|---|---|---|---|
| series | Budget 2022 | String | Target series name | required |
| metric | registrations | String | Metric identifier | required |
| time | 2022-04-01 | Date or Timestamp | Target date | required |
| value | 20000 | Numeric | Target value | required |
| dimension | Country | String | Dimension name | optional |
| dimension_value | UK | String | Dimension value | optional |
The target table needs to match the format above to be read correctly. Each row in the table corresponds to a target data point for a specific metric.
The series name can be used to set up parallell target series, e.g. ”Budget”, ”Budget v2”, ”Stretch goals”, that users can switch between.
The metric identifier is used to specify the metric and corresponds to a lower-case-and-hyphens version of the metric name, e.g. a metric named ”Organic Regs” has the identifier ”organic-regs”.
The time column is used to specify dates that represents the start date of each period depending on the time grain. For example 2022-04-01 for April on a monthly time grain or 2022-04-04 for Week of Apr 4 on a weekly time grain.
Targets can optionally be defined for one or more dimension values. Include dimension and dimension_value in your table to define targets for a specific dimension value. It is possible to define targets for metric total in parallel with multiple dimensions and dimension values for the same target series and metric.
Steep will automatically interpret the time grain of your target series. This is done by looking at the difference between the first two dates in each series. You can always double check that the correct time grain was interpreted by looking at the target settings page.
Note: Steep does its best to aggregate/average the defined target data between time grains dynamically so that the user always gets a target line on their chart regardless of time grain. However, this is currently not possible for Custom value and Unique count metrics. For those metric types, we recommend defining the target data in the time grain in which the metrics will be most commonly viewed.
Registering the table
Start by going to Settings / Targets
Settings → Targets
Pick a table with the format described above.
Target data fetched from your targets table will be cached by Steep for 1 hour. In the rare case that you want to clear the cache after a major change to the source data, you can do that manually by changing your targets table setting eg. by removing it and adding it back.
Add targets to widgets
Once you have your targets table registered you can choose to add your target to a widget on your home screen. Learn how to add a Target to a widget.
Add targets to metrics
Targets automatically show up for all metrics with a matching name
View targets
Once set up everyone can see how your metrics perform against a target while exploring a metric...
...and for widgets when the target is toggled on.
