OKR

Section: Operations
URL: /admin/okr

Overview

OKRs (Objectives and Key Results) are the strategic goal-tracking framework — set company/team/individual objectives with measurable key results.

Business value

Strategic goal-tracking (Objectives & Key Results) at company / team / individual levels. Aligns the org so every employee knows how their daily work ladders up to the year's strategy.

• Who uses it: Executives, managers, individual contributors
• Key benefit: Drives focus and accountability — fewer pet projects, more strategic execution.

Typical use cases:

• Quarterly OKR setting and weekly check-ins
• Tie individual reviews to OKR progress

At a glance

Accessing this module

From the admin sidebar, navigate to OKR, or open the URL directly:

/admin/okr

List view

The list view shows existing okr records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open OKR from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Check-ins

URL: /admin/okr/checkin
Permission: okr — view or view_own; admin always has access

Periodic progress updates recorded against Key Results. Each check-in captures the current value, confidence level, and notes for a specific Key Result within an OKR cycle (circulation period). The check-in list supports filtering by circulation period, department, category, staff member, and OKR.

Key actions:

• Record a new check-in — add_check_in (submits current progress value and notes for a Key Result)
• View check-in detail — checkin_detailt/{id} (timeline of all check-ins for a single Key Result, with a Highcharts progress chart via highcharts_detailt_checkin)
• Browse history — table_history (paginated table of past check-ins)
• Filter by circulation / staff / OKR — get_search_checkin, get_search_checkin_staff, get_search_checkin_circulation, get_search_checkin_type, get_search_checkin_department, get_search_checkin_category

Typical use cases:

• Weekly team check-in: each contributor updates their Key Result progress and notes any blockers
• Manager review: scanning all check-ins for a circulation period to spot at-risk Key Results before the quarter ends
• Historical trend: opening a Key Result's detail page to see the progress chart over multiple check-in cycles

Reports

URL: /admin/okr/report
Permission: okr — view or view_own; additionally requires reports — view (or admin)

Consolidated OKR reporting view that aggregates progress, risk status, and check-in data across the full OKR portfolio. Mirrors the dashboard data but in a report-focused layout suited for export and review meetings.

The report surfaces:

Filters available: circulation period, department, category, staff member, and OKR type.

Typical use cases:

• Quarterly business review deck — pull the progress breakdown by department before the leadership meeting
• Identifying which teams are consistently in "At Risk" to prioritise coaching conversations
• Sharing a read-only OKR status report with stakeholders who do not have full OKR edit rights

Settings

URL: /admin/okr/setting
Permission: Admin only

Administration panel for configuring the OKR module. Organised into tabs; the default tab on first load is Circulation.

Key actions per tab:

• Circulation — setting_circulation (add/edit), table_circulation (list), delete_setting_circulation/{id}
• Questions — setting_question (add/edit), table_question (list), delete_setting_question/{id}
• Evaluation criteria — setting_evaluation_criteria (add/edit), table_evaluation_criteria (list), delete_setting_evaluation_criteria/{id}
• Units — setting_unit (add/edit), table_unit (list), delete_setting_unit/{id}
• Categories — setting_category (add/edit), table_category (list), delete_setting_category/{id}

Typical use cases:

• Setting up Q3 before the quarter starts so staff can log OKRs against the correct circulation period
• Adding a new measurement unit (e.g. "MRR $") to capture a revenue Key Result accurately
• Defining the check-in questions that guide contributors when they submit weekly updates

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/okr