OKRify Knowledge Center

Welcome to the user guide for OKRify. OKRify is fully featured Business Execution Solution build in Salesforce Platform and it bring together tools such as OKRs, KPIs, Scorecard and Meetings. OKRify features can help organization

  • Set clear Strategic goals
  • Align team objectives with company strategy
  • Track progress for goals and take proactive agile decisions
  • Measure metrics that matters
  • Manage meetings, its agenda and action item to ensure effective focused execution

Here are instructions for everything you need to know about managing OKRs, KPIs and Scoreboard in OKRify. All the instructions provided here are for OKRify 2.0. If you are looking for instructions for OKRify 1 (free version) please click here. Instruction for Meetings feature is available here.

OKRify is a Goal Management and Strategy Execution Application for Salesforce. It is a 100% native solution built using the best technology Salesforce platform has to offer. OKRify provides four key features:

  • OKRs
  • KPIs
  • Scorecard
  • Meetings

OKRify help is split into the below sections


Central place to manage OKRs and KPIs for users and team. In this section, you can understand how to do different actions from Hub.


Objective and Key Results section has instructions on how to create OKRs with different types of Key Results, Clone OKRs, etc.

Update Key Results

Updating Key Result progress is essential to tracking the Objectives. In this section instructions on how to update different types of Key Results are provided.

Hierarchy & Heatmap

Aligning team and individual Objectives to the strategic company goals is essential for the focused execution of the strategy. This section has instructions of

Objective hierarchy, team hierarchy, and heatmap provide a high-level view of how Objectives and teams are aligned.


Key Performance indicators can be used to track key metrics that are essential to understanding the performance of a Company, team, or even a user. In this section, instructions are provided on how to create KPI, PIN KPIs and view KPIs.


Scorecard provides the perfect tool to measure your team’s performance based on multiple KPIs. Team such as Sales, Marketing can use Scorecard to measure each team members performance and track all their activities against targets set. Scorecard provides Leaderboard and separate views for Manager and Team members to track their progress and make necessary adjustments to achieve their targets. Targets can be set for multiple activity/kpis for Weekly, monthly or quarterly periods and targets can be customized for each user and each period.


This section covers other items such as Reports, Dashboards, Email Notifications, and set up items that are not covered in the other sections.


Meetings provides ability to collaboratively manage Meeting Agenda, Meeting Notes, carry our discussions, View OKRs & KPIs and assign action items. The help for meetings is available here.

Please contact [email protected] if you have any questions, it will be our pleasure to help you.