Plan and track your strategy inside Salesforce
The Balanced Scorecard gives a clear view of performance across four areas: Financial, Customer, Internal Processes, and Learning & Growth.
With OKRify Balanced Scorecard, you can connect your vision to measurable outcomes.
Create Plans
Add Focus Areas
Define Goals
Add Initiatives
Everything stays connected inside Salesforce — no spreadsheets or separate tools required.
Visualize Your Strategy with a Strategy Map
See how your plans, focus areas, and OKRs connect in a clear, visual layout. Strategy maps show cause-and-effect relationships between objectives, helping teams understand how their work contributes to your organization’s mission and goals.
Easily update and share maps to keep everyone aligned and engaged.
Track Progress in Real Time
Dashboards in OKRify give a live view of performance across your organization.
Monitor Objectives progress effortlessly, no manual updates needed.
Salesforce data updates automatically, keeping your scorecards always current. Quickly identify areas that need attention and take action faster.
For Nonprofits, Businesses, and Teams
Whether you’re running community programs, managing operations, or driving growth, the Balanced Scorecard helps you focus on outcomes and accountability.
Nonprofits:
Link mission goals to measurable impact.
Sales & Service Teams
Align activities with strategic priorities.
Operations & Management:
Track performance and improve execution.
Why Choose OKRify Balanced Scorecard
Native to Salesforce: Work directly inside Salesforce without switching tools or spreadsheets.
Simple & Intuitive: Set up plans, focus areas, and OKRs in minutes. Align Strategy & Execution: Connect high-level plans to measurable OKRs and KPIs across teams. Real-Time Insights: Dashboards update automatically, giving you a live view of progress.
Boost Accountability: Assign owners, track initiatives, and ensure everyone is aligned to your strategy.
Flexible & Scalable: Perfect for nonprofits, small teams, or large enterprises.Read what our customers say about OKRify
5-Star Rated App
Great Simple to Use OKR Application and Great Support This is a great app that my team enjoys using to keep track of our objectives. I also appreciate the quick support provided by the OKRify team when I had a few challenges. The adoption by the team has been good.
Monica Kundu
Great App and fantastic and helpful support from the OKRify team This is a relatively easy app to integrate and perfect for measuring and reporting on OKRs for your sales team. The quick responses from the OKRify team to help me with any fixes and issues I had was amazing. I can highly recommend this application.
Jaye Coley
Really Great Solution Out of the box I really liked the capabilities this app offered (personal, team and company OKRs, graphs, reports, ease of use), but what sent it above and beyond was the responsiveness of the creator and his team, who responded quickly to any questions my team had, as well as suggestions for improvements.I have no doubt that this useful app will continue to improve and intend on continuing use in our org.
Akira Brown
How to set strategy and goals
Align goals Operationalize strategic execution Measure what mattersCall us today
Get in touch with us!
Contact us today and our friendly support team will reach out as soon as possible.
