Create Report Key Result
Report Key Result can be used to update Key Result progress based on any Salesforce report. Report Key Result’s progress is automatically updated based on the value from the Report selected. Reports such as Opportunity Amount can be used to update the Key Result progress.
Key Result based on any Salesforce Report
To create a Report Key Result, follow the steps provided in Create OKR to enter objective fields, and for the Key Result follow the below steps
1. Enter Key Result Name
Key Result names should be short, concise, and highly recommended to include measurable values. The icon next to the Key Result Name field will be red if the Key Result name field does not have a numeric value. This is not an error, it is to help the users to ensure Key Results names are measurable.
2.Enter Unit as Report
Select Report in the Unit dropdown. The frequency is automatically set to Daily.
3.Enter Report Information
Click the Report icon next to the Report Unit field to open the Report selection screen,
- Search for a report
- Select a report
- Select the field from the report that should be used to update the Key Result Progress
- Click Save to return to the main OKR screen.
Enter target for Key Result. Target should be greater than the starting value for the Increase Key Result type and Target should be lesser than the starting value for the Decrease Key Result type.
Enter the weight for the Key Result to calculate the progress for the Objective.
Enter the below optional fields for each key results in the side window
6.Select Target Type
The default value is Increase, select Decrease if the expected target should be lower than the starting value.
7.Enter Starting Value
The starting value is optional for Increase Target type Key Result and it should be lower than the target. In the case of Decrease Target type Key Result, starting value is required and should be higher than the target.
Select the initial confidence for achieving the key result’s target.
9.Enter Contributors (Optional)
Enter any additional user/users as contributors for the Key Result. Contributors can also update the Key Result’s progress along with the Owner of the Key Result.
10.Enter Deadline (Optional)
Enter a custom deadline for the Key Result if it is different from the end date for the period selected for the OKR. The deadline date should be between the start and end dates of the period selected.
Add more Key Results and Save or Save & Activate the OKR. Progress for KPI Key Result is automatically updated through a batch program based on the selected KPI.
Information: For Report Key Result
- The last 200 Reports the user has viewed will be available for selection. If a report does not appear is the list, try accessing the report and check the list.
- Frequency is defaulted to daily as the progress is updated automatically.
- Values from the reports are updated, if there are issues with the value please check the report if the values are correct. Contact OKRify support if still there are issues with values.