OKR Details
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
Hub provides detailed information on an Objective and its Key Results. Click any Objective to view its information in the hub’s right side window. Click > (Expand Icon) to expand all the Key Results for an Objective.
Click on an Objective to display detailed information on Objective Objective and its progress in the side window.
- Current: Current progress for the Objective
- Expected: Expected progress for the Objective (Only for Objectives in Current Period or Current FY)
- Remaining Days: Number of days remaining in the period selected
- Days to Start: Number of days to start for the period selected (Only for Objectives in Future Period or Future FY)
- Tags: Tags for the Objective, only displayed if tags are entered for an Objective
- Open Hierarchy: Displayed if an Objective has a parent or child Objective. Clicking Open hierarchy will display the hierarchy for the Objective.
- Non- Aligned: Displayed if an Objective has no parent or child Objective.
- Confidence: Confidence for the Objective
- KR by Predicted Progress: Graph showing number of Key Results with predicted progress above and below 70%. (Only for Objectives in Current Period or Current FY)
- Review Score: Review score assigned to the Objective. (Only for Objective in closed status or in Closed Period or Closed FY)
- KR Update Score: Average Update Score for Objective’s Key Result. Hovering over the KR update score will show the graph with Key Results grouped by KR Update score.
- KR Progress: Trend graph showing progress of each Key Result in the Objective.