OKRs (Objectives & Key Results)

The OKR section is where you set and track strategic objectives and the measurable key results that prove you are achieving them. Unlike financial metrics (which are pre-defined during onboarding), OKRs are entirely user-created -- you build them from scratch based on your organization's strategic priorities.

Creating an Objective

To create a new objective:

1. In the OKR section on the dashboard, click the + button next to the section title, or click Add Objective in the empty state.

2. The Objective Modal opens with fields for:

   • Objective Name (required) -- A qualitative goal statement describing what you want to achieve. Good objectives are aspirational but concrete.
     • Example: "Expand into three new European markets by Q4"
     • Example: "Achieve industry-leading customer satisfaction scores"
   • Description -- Additional context or rationale for the objective.
   • Period -- The timeframe for the objective (e.g., "Q1 2026," "FY 2026," "H1 2026").
   • Owner -- Select the team member accountable for the objective from your organization's user list.
   • Strategic Pillar -- If your organization has defined strategic pillars (through onboarding or Settings), a dropdown appears here allowing you to link this objective to a specific pillar. This enables strategic alignment tracking across the organization.

3. Click Save to create the objective. It appears immediately on the dashboard with a 0% progress indicator.

Admins can create objectives at any time. Contributors can create objectives if they have edit permissions.

Adding Key Results

Key results are the measurable outcomes that prove an objective is being achieved. Each objective can have multiple key results.

To add a key result:

1. Expand an objective on the dashboard by clicking its row (objectives are collapsible).
2. Click + Add Key Result at the bottom of the expanded objective.
3. The Key Result Modal opens (see Key Result Modal for full details).

Key results are nested under their parent objective. If an objective has zero key results, the expanded view shows a prompt: "No Key Results yet. Add measurable outcomes for this objective."

Key Result Modal

The Key Result Modal provides a comprehensive editing interface that mirrors the Financial Metric Modal in structure and behavior.

Header area:

• Key result name with a RAG-colored status dot (live preview)
• The status dot updates in real time as you change values and targets

Value and target section (merged box):

• Current Value -- The actual measured value right now
• Annual Target -- The target for the key result
• Unit -- The unit of measurement (e.g., "%," "count," "$")
• Target Type toggle -- Choose between:
  • Cumulative -- The target is prorated by quarter (Q2 = 50% of annual target)
  • Point-in-Time -- The full annual target applies every quarter These are styled as segmented control buttons rather than a dropdown.

Period tracking:

• Current period (Q1-Q4) and year
• Progress calculated as: (Current Value / Target for Period) x 100

Additional fields:

• Description -- What this key result measures
• Measurement Direction -- "Higher is better" or "Lower is better" (styled as a segmented control toggle)
• Owner -- Assign to a team member
• Update Frequency -- How often the key result should be refreshed

Action plans:

• Key results support the same action plan system as financial metrics (see Action Plans). Each action has a description, assignee, due date (date picker), and status dropdown with five options: On Track, At Risk, Completed, Blocked, and Overdue.

Click Save Changes to save. The key result immediately appears under its parent objective with updated values and RAG coloring.

How OKR Progress is Calculated

Key result progress:

• Progress = (Current Value / Target for Period) x 100
• For cumulative targets, the target is prorated by quarter (Q1 = 25%, Q2 = 50%, Q3 = 75%, Q4 = 100%)
• For point-in-time targets, the full annual target applies each quarter
• If a quarterly target is explicitly set, it overrides the prorated annual target

Objective progress:

• The objective's progress is the average of all its key results' progress percentages
• Only key results with confirmed targets contribute to the average
• If an objective has no confirmed key results, its progress shows as 0% with a dash ("--") display

OKR RAG Status

OKR status follows the same target confirmation gate as financial metrics:

Key result status is computed by comparing progress to scoring thresholds:

• Progress >= Green threshold (default 100%) --> Green (On Track)
• Progress >= Yellow threshold (default 85%) --> Yellow (At Risk)
• Progress < Yellow threshold --> Red (Critical)
• If the target has not been confirmed --> None (Not Tracked, displayed as gray)

Objective status is computed by checking:

1. Does the objective have any key results? If no --> None
2. Do any key results have confirmed targets? If none do --> None
3. Otherwise, compute objective progress from confirmed key results and apply the same thresholds

This prevents objectives from showing misleading green status when none of their key results have been configured with real targets.

The status dot and progress percentage on the dashboard are colored according to the RAG status: green text when on track, yellow when at risk, red when critical, and gray when not yet tracked.

Editing and Deleting

Editing an objective: Click the pencil icon on the objective header row (visible to Admins and the objective's owner). This opens the Objective Modal pre-filled with current values.

Editing a key result: Click the pencil icon on a key result row, or click the key result row itself to open it. Contributors can edit key results that they own.

Deleting: Admins can delete objectives and key results from their respective modals. Deleting an objective also removes all its child key results.

OKR Display on the Dashboard

Objective rows are displayed as collapsible cards. Each shows:

• A status dot (RAG color or gray for "none")
• Objective name and optional description
• Period badge (e.g., "Q1 2026") and owner badge (e.g., "Owner: Jane Smith")
• Progress percentage on the right, colored by RAG status (or a dash when not tracked)
• Key result count (e.g., "3 Key Results")
• A horizontal progress bar beneath the objective header

Click an objective row to expand/collapse its key results.

Key result rows use a compact 2-row layout:

• Row 1: Status dot, key result name, truncated description, update status badge (if overdue/due soon), owner name, edit button
• Row 2: Current value / target value with unit (e.g., "75 / 100 %"), a slim progress bar, and a percentage pill

The value column has a fixed width (200px) to ensure progress bars align cleanly across multiple key results.

When no objectives exist, the section shows a compact single-line empty state: "No objectives and key results added yet -- you can create OKRs at any time" with an Add Objective button.

Section controls:

• The section title ("Objectives and Key Results (OKRs)") is editable by Admins -- click it to rename.
• An About button opens an info panel explaining OKR structure and the current scoring thresholds.
• A hide button lets Admins remove the OKR section from the dashboard view.

Strategic Pillar Alignment

If your organization has defined strategic pillars (through onboarding or Settings), each objective can be linked to a specific pillar via the Strategic Pillar dropdown in the Objective Modal.

This linkage enables:

• Alignment tracking -- The AI pipeline counts how many objectives are aligned to each pillar and flags pillars with no linked OKRs as strategic gaps.
• AI recommendations -- When you ask the AI for guidance, it references which pillars have at-risk objectives and which have no OKR coverage at all.
• Unaligned objective flagging -- Objectives without a pillar assignment are counted as "unaligned" in the strategic context, prompting you to either link them or consider whether they support your stated strategy.

Pillar alignment is optional. If no strategic context exists, the pillar dropdown does not appear in the modal, and alignment features are invisible.