Sobject/KPI/Report/Linked OKR/Link KR
Update Key Result Progress
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
Create OKR from Template
Update Key Result
Hierarchy & Heatmap
KPI
Scorecard
Contest
Recognition
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
Sobject, KPI, Report, Linked OKR, Link KR and OKR without KR type Key Result’s progress is updated automatically using a batch process. Key Result’s Progress can also be updated from Hub to view the real time information for these Key Results. Also, confidence and notes can also be entered for these Key Results from the Hub.

Steps to Update
1.Go to Hub
2.Find the Objective in My OKR
All objectives for which the user is owner, co-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.
Steps to enter confidence and notes
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 confidence and/or notes needs to be entered.
5.Select the appropriate confidence for the Key Result and enter notes if required. Cl
6.Click save to save the confidence for the Key Result.
Objective’s confidence will also be updated immediately based on the weighted average of the Objective’s Key Results.