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OKRs Module
OKRs Module - Dashboards and Timeframes
OKRs Module - Dashboards and Timeframes

Goal Management based on the OKR methodology

Updated over a week ago

What is this page about?

In this page we will provide you with an introduction to the OKRs Dashboards.

We aim to guide you through the process of downloading reports, creating timeframes, and setting up notifications specifically related to OKRs (Objectives and Key Results).

Dashboard Overview:

When you visit the Dashboard section in the back office, you'll find two main dashboards: Objectives and Key Results & Initiatives. Each serves a different purpose, but let's focus on the Objectives Dashboard for now.

The Objectives Dashboard is designed for ease of use, offering a clear view of your ongoing, completed, and overdue goals. It displays key metrics to help you gauge your overall progress.

Its intuitive layout allows for quick analysis, helping you make informed decisions and plan strategically.

The dashboard highlights your strong areas as well as potential bottlenecks, guiding you towards successful goal achievement.

How to download Reports?

  1. Scroll down to the "General Reports" section to find a list of available reports.

  2. Locate the report you wish to download and click the "Export Report" button.

  3. The system will automatically create the report in .xls format, making it compatible with spreadsheet programs like Microsoft Excel.

Settings Page Overview

The settings page allows you to manage your notification preferences and set timeframes for your OKRs (Objectives and Key Results). These notifications are essential for timely progress updates and check-ins.

If you're added as a contributor to an OKR, the system will automatically send you check-in reminders. These serve as cues to update the status and progress of your tasks.

You can visit the settings page to tailor these notifications according to your needs. This lets you adjust the frequency and timing of reminders to align with your team's workflow.

How to Create a New OKR Timeframe?

  1. Navigate to Settings: Go to the settings page of the Module Menu

  2. Access Timeframes: Find and click the "Timeframes" button on the right side of the page. This will direct you to the Timeframes section where you can modify existing settings.

  3. Add a New Timeframe: To create a new timeframe, click on the "Add Timeframe" option. This will bring up a form or dialogue box asking for details about your new timeframe.

  4. Name the Timeframe: First, give your new timeframe a name that quickly identifies the specific period it covers.

  5. Set the Cadence: Decide on the cadence for your OKR, which is the frequency of check-ins or updates. Options could be weekly, bi-weekly, monthly, or a custom period that fits your team's workflow.

  6. Determine Start and End Dates: Finally, set the start and end dates for your timeframe. These dates define the duration for which the OKR is active and will be monitored. Doing so creates a clear timeline for executing and reviewing your OKRs.

Ensure that your start and end dates align with your objectives and fit within the deadlines set by the project or organization.

After entering the necessary details, click 'save' or 'confirm' to set the new timeframe. The system will automatically integrate this period into your OKR management, making it easier for you and your team to monitor progress during this time.

What about the frontend? What will my users see?

In the Frontend, this is what the user will see, a simple dashboard were they can easy understand the status of their current objectives. Below is the list of the users objectives that can be filtered by Active, Closed and All. There is also the option to add a new objective.

In the OKR Stats tab the user has two distinct Dashboards available: one focusing on Objectives and the other on Key Results & Initiatives.

The user can see the Organizational Objectives and the associated child objectives.

Also, this page show all the related Key Results and Iniciatives

The OKR's Frontend Dashboards

These dashboards are designed to provide users with a user-friendly interface that makes it easy to interpret and understand the user's current goals.

It provides valuable information about overall progress, active goals, overdue goals, and more:

OKRs with Gamification

In the context of OKR (Objectives and Key Results) methodology, gamification can be used to create a more engaging and motivating experience for employees as they work towards their objectives and key results.

Currently, our system allows users to complete achievements and earn badges based on various parameters that signify their progress and accomplishments within the OKR framework.

These achievements and badges serve as recognition for their adherence to certain practices and behaviors associated with effective goal management. Some of the parameters considered for earning achievements and badges include Regular check-ins, On-time completion of goals and others.

We use badges and achievements to motivate users to reach their goals.

This gamification enhances motivation, creates a sense of accomplishment, and fosters healthy competition. As a result, users become more engaged and committed to the OKR process.

Related content

OKRs: The importance of well managed objectives in your company:

For more help regarding OKRs:

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