OKRify Dashboards
HUB
OKR
- Create OKR
- OKR without KR
- Create Milestone Key Result
- Create Sobject Key Result
- Sample Sobject
- Sample KPI Filters
- Create Split Target for Key Results
- Create Linked OKR Key Result
- Create Link KR Key Result
- Team Access Only OKRs
- Private OKRs
- Strategic Pillar
- Create KPI Key Result
- Create Report Key Result
- Edit/View OKR
- Add Contributors for Key Results
- Clone OKR
- Clone Key Result
- Close OKR & Add Review Score
- Pause and Unpause OKR
- Save OKR as a Template
- OKR Weights
- Links to OKRs
Board with OKRs
Create OKR from Template
Update Key Result
Hierarchy & Heatmap
KPI
Scorecard
Contest
Recognition
Boards
Funnel
Others
- OKR Reports
- OKRify Dashboards
- Create Teams and Team Members
- Create Periods
- Settings
- Setup Email Notification
- Update Email Template – Key Result Overdue Notifications
- Create New Salesforce Report
- Create new Salesforce Dashboard
- How to search for Tags
- View risk and progress for Objectives and Key Results
- Notifications for Overdue Key Results
- OKR Buttons for Related Objects
- Add an Object as a custom field on OKR
Dashboards are an important tool to view and understand data. OKRify provides the following dashboards based on OKR best practices to view and monitor OKR across your organization
- Org Risk(Current Qtr) – Dashboard for Organization wide OKR risk, confidence, etc for current period.
- Org Review(Last Qtr) – Dashboard for Organization wide OKR risk, confidence, etc for last period.
- Company Objectives – Dashboard for Company goals for current period.
- Review(All Periods) – Objectives and Key Results by periods
- Insights(Current Qtr) – Insight on OKR framework best practices such as aligned and non-aligned objectives, Key Result progress update score levels, KR Projection, etc
- Alignment Dashboard – Alignment Objective Report
- Team(Current Qtr) – Dashboard for a team’s OKR, risk, progress, etc for current period. Users can set filters for their teams.
- Team Review (Last Qtr) – Dashboard for a team’s OKR, risk, progress, etc for the last period. Users can set filters for their teams.
Go to Dashboard-> All Folders and click OKR folder to see all the above dashboards.
Click on any of the dashboard to see the charts, numbers and reports.
Team Dashboards
Team dashboards allow users the ability to filter for their specific team. Click Edit on the Dashboard to customize the dashboard.
Click the pencil icon for the Team Name to add your team as a filter.
Click Add filter value to add a new filter value
Add the Value and the Display Test of your team name. Enter your team name as it is in OKRify. Click Apply.
Then click Update in the next window when you see your team name.
Click Save.
Click Save again in the popup window.
Select your team and referred the dashboard to see the data.