Sobject/KPI/Report/Linked OKR

Update Key Result Progress

Sobject, KPI, Report, Linked OKR and OKR without KR type Key Result’s progress is updated automatically using a batch process. Key Result’s Progress can also be updated manually in hub to view the real time information for these Key Results.

Steps

  1. Go to Hub
  2. Find the Objective in My OKR
    All objectives for which the user is owner or contributor will be displayed in My OKR.
  3. Expand the Objective
    View the Key Results for the Objective
  4. Click on Key Result for which progress needs to be updated
  5. Update the progress
    Click the sync button to get the latest update for the key result. Values will be immediately updated in the hub.
  6. KR Trend graph will be updated based on the progress. The KR History tab will also be updated with the latest progress.
  7. Click View Records icon to view records behind the current value.