Reports Overview Audience: Admin, Finance, Business Owner...

Cycle Settings Purpose The Cycle Settings screen allows administrators to define and manage OKR planning cycles within the organization. Cycles establish the time period during which Objectives and Key Results (OKRs) are create...

Check-In Questions Purpose The Check-In Questions screen allows administrators to create and manage standardized questions used during OKR check-ins. These questions help employees, managers, and teams provide consistent update...

Evaluation Criteria Purpose The Evaluation Criteria screen allows administrators to define scoring criteria used during OKR evaluations and check-in assessments. These criteria provide a standardized framework for measuring pro...

Units Purpose The Units screen allows administrators to create and manage measurement units used within Key Results. Units provide context for tracking progress and target values, ensuring that Key Results are measured consiste...

Categories Purpose The Categories screen allows administrators to create and manage OKR categories used for organizing Objectives and Key Results. Categories help classify OKRs into meaningful groups, making planning, tracking,...

Approval Processes Purpose The Approval Processes screen allows administrators to configure approval workflows for completed OKRs. Once an employee completes an OKR and submits it for approval, the configured approval process d...

Permissions Purpose The Permissions screen allows administrators to control user access to the OKR module. Permissions can be assigned directly to individual employees or through roles, ensuring that users can only access the f...

OKRs Purpose The OKRs screen is the central workspace for creating, managing, and tracking Objectives and Key Results across the organization. It supports Company, Department, and Personal OKRs, enabling organizations to align...

OKR Details Purpose The OKR Details screen provides a comprehensive view of an individual OKR, including its objective information, progress status, Key Results, related tasks, and check-in history. This screen allows u...

OKR Tree Grid View Purpose The OKR Tree Grid View provides a hierarchical visualization of OKRs and their relationships. This view helps users understand how Company, Department, and Personal OKRs are aligned throughout the org...

Import and Export OKRs Purpose The Import and Export OKRs feature allows organizations to efficiently manage large volumes of OKR data. Users can export existing OKRs for reporting, analysis, or backup purposes and import multi...

OKR Check-In Purpose The OKR Check-In screen is used to update, monitor, and manage the progress of Objectives and Key Results (OKRs). It enables employees to report achievements, update Key Result progress, record confidence l...

OKR Approval Purpose The OKR Approval screen allows designated approvers to review and evaluate submitted OKR check-ins. Approvers can approve or reject progress updates and OKR completion requests based on the achieved results...

Sales Reports Purpose The Sales Reports screen provides analytical insights into sales performance across different periods and sales stages. It helps management monitor revenue trends, evaluate sales effectiveness, analyze dis...

OKR Dashboard Purpose The OKR Dashboard provides a visual overview of organizational OKR performance and progress. It displays key metrics, trends, and performance indicators using charts and summary statistics, allowing users...