What is an OKR Custom Dashboard?

Owned by Nikita Korotkov
Last updated: Feb 12, 2024
3 min read

Custom Dashboard is an executive reporting tool that shows only the Objectives and Key Results you need and all the vital stats and progress reports. Depending on your use case, a Custom OKR Dashboard can be a customizable report or a C-level dashboard.


https://youtu.be/zIub50ESA8I?feature=shared

Creating

To create a custom dashboard, please:

  1. Open the plugin

  2. Click on "Dashboard”

  3. Select "Custom Dashboard"

  4. Click on "New report"



Goal vs Objective

In this step, you can type in your company goal and add up to five objectives to help you achieve it.

What is the difference between a goal and an objective?
A goal is a broad and aspirational statement of what an organization, team, or individual wants to achieve. On the other hand, an objective is a specific and measurable outcome that contributes to achieving the goal.

Why limit the number of objectives?
As per OKR methodology, there are a few reasons why it is essential:

  • Clarity - by limiting the number of objectives, it is easier to keep them clear and concise

  • Focus - having too many objectives can dilute a team's focus and resources

  • Prioritization - setting a small number of objectives forces teams to prioritize and choose the most important outcomes to focus on

  • Alignment - by setting a small number of objectives, it is easier to ensure that they are aligned with the overall mission and vision of the organization.


Adding a goal and objectives

 

 

Tracking Progress

The main screen of a dashboard will show you several different stats:

  • Average progress based on all linked to this dashboard objectives

  • Overall objective progress

  • Objective progress in the last 7 days

The same information can also be viewed on a customizable graph.

 

Presentation Mode

With the help of presentation mode, you can now monitor your progress by sharing it on any big screen.
The app will automatically scroll through the Objectives, showing Key Results and progress made toward them in order. The default speed is set to be 5 minutes per objective.

To activate the Presentation Mode:
1. Click the “…” menu in the top right corner.
2. Start presentation

 

Export

You can export your Custom Dashboard in PDF format.

To export your report:
1. Click the “…” menu in the top right corner.
2. Export as PDF

 

Share & Favorites

Share your report with your team!
You can either make it public and accessible for everyone or share it only with specific people.

You can also add Dashboards to Favorites.
Liked Dashboards will appear on the left side Menu under the “Dashboards” tab.