Overview

This OKR Dashboard is set up so you can do your yearly and quarterly OKR planning.

• Years are stored in .

• Objectives are stored in and Related to

  • — allows us to create yearly OKRs, and
  • — allows us to track Key Results per quarter

• stores the KR part of OKRs—they are related to Objectives. This is where you’ll set the targets for growth. Health checks are calculated and displayed automatically.

  Example:

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How-to

Walkthrough

Instructions are provided below and throughout the templates. I’ve also recorded a video walkthrough you might find helpful here:

Notion OKRs Template Walkthrough

Instructions

<aside> ⚠️ Of course you can delete the sample data, but it may be helpful as you get started to review some example relations. Up to you!

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<aside> 1️⃣ Add a year to below and open the Page.

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<aside> 2️⃣ Apply the → OKR Year template to the Page and follow the instructions in the Page.

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<aside> 3️⃣ This is generally how the instructions work; you’ll open a Page after creation, apply a template, and then follow the instructions (Sometimes multiple times).

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<aside> 4️⃣ Return to OKRs to configure and view your dashboard

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Troubleshooting

• Something not showing up on the dashboard?