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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

OKR — top of page

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.

OKR — full list view

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:

Metric Description
Progress — Good Count of Key Results on track (status 1)
Progress — At Risk Count of Key Results flagged as at risk (status 2)
Progress — Needs Development Count of Key Results behind plan (status 3)
Check-in status breakdown JSON chart data of check-in status distribution
Company OKRs Objectives at the company level
Individual OKRs Objectives assigned to specific staff members

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.

Tab What it configures
circulation OKR periods (e.g. Q1 2026) — add, edit, and delete circulation cycles
question Check-in questions asked during each check-in update
evaluation_criteria Scoring/evaluation criteria applied to Key Results
unit Unit types for Key Result measurements (%, currency, number, etc.)
category OKR categories for grouping and filtering objectives

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