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OKRs - Dashboards, Reports and Timeframes

Goal Management based on the OKR methodology

OKRs - Dashboards, Reports and Timeframes

Use the OKRs dashboard to follow objectives and key results and download reports, and use OKRs Settings to configure check-in reminders and timeframes.

What is this page about?

This page covers the OKRs dashboard, report downloads, timeframes and check-in reminders.

If your organisation uses Campaigns, this menu is called Goals and shows Dashboard, Campaigns and Transactions instead. This article describes the OKRs menu.

What does the Dashboard show?

Open OKRs > Dashboard. It has two areas: Objectives Overview and Key Results & Initiatives Overview.

The objectives area shows the OVERALL PROGRESS and counts such as active, not started, completed, closed and overdue objectives, and objectives on track, needing attention or off track.

How do I download reports?

  1. Scroll down to General Reports.

  2. Find the report and click Export Report (xls).

  3. The report is generated in .xls format, which you can open in Microsoft Excel or similar programs.

What can I configure in OKRs Settings?

In OKRs > OKRs Settings, the Notifications Settings area has Weekly Checkin Reminders?. When it is on, choose the day in Send Weekly on: and the time in at:, then click Submit. The reminders ask the contributors of key results to update their progress.

How do I create a new OKR Timeframe?

  1. Go to OKRs > OKRs Settings.

  2. Click Timeframes. The Timeframes List opens.

  3. Click Add Timeframe.

  4. Enter the Name.

  5. Choose the Cadence: Weekly, Fortnightly, Monthly, Quarterly, Semi-Annual, Annual, 2 Years, 3 Years or 5 Years.

  6. Set the Timeframe Start Date and Timeframe End Date.

  7. Click Submit.

Make sure the dates match the period in which the objectives need to be achieved. In the Timeframes List you can also edit, disable and enable timeframes.

What will my users see?

In the app, users see a simple dashboard with the status of their current objectives, and the list of their objectives, which they can filter by active, closed or all. They can also add a new objective.

The OKR's Stats tab has two dashboards: one for objectives and one for key results and initiatives.

Users can also see the organisational objectives with their child objectives, and the related key results and initiatives.

The dashboards show the overall progress, active objectives, overdue objectives and more.

OKRs with Gamification

Users can earn achievement badges for good goal-management practices, such as regular check-ins and completing goals on time.

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