Overview
You can set a KR's duration and choose from a range of key result types when creating a key result.
To view and set advanced key result options, click "Advanced options" and select one of the buttons in the side pane
Set independent Key Result dates
By default, a Key Result's timeframe matches its parent Objective. Give it its own start and end date when work doesn't line up with the Objective's full length - a one-month launch inside a quarterly Objective, for example:
Choose a named period or a custom range. Periods that don't fit inside the Objective are shown inactive, and you can't pick a custom date outside the Objective's span.
A Key Result's dates set its default weight - see Weighted Key Results.
While any Key Result has dates that don't match its Objective, the Objective's own dates can't be edited.
Advanced Key Result Options
Set a single key result target:
Select one target for your key result.
Set multiple key result targets for the period:
This key result allows you to set milestones at different intervals of your Objective timeline.
For instance:A year-long objective could have quarterly key result milestones.
A quarter-long objective could have monthly key result milestones.
Measure progress of actions from a WorkBoard workstream:
Track progress on your key result based on each workstream's completion percentage, the number of action items done, or its average cycle time.
Mirror one key result:
If another team member is already tracking a result that is relevant to your own objective, you can easily mirror it on your own OKR.
Roll-up key results or objectives:
You might roll up key results if you want to sum, average, or combine other results into one. For instance, a key result could provide the average of sales pipeline across a North American salesforce or total the number of developers hired across departments and locations.
You might roll up objectives to easily derive top-level business unit objectives from one or more child objectives. For example, you can create a single, top-level objective that automatically rolls up the objectives from your e-staff objectives. The detail view on the parent objective will show the current status of each child objective, and you can click into each one to see individual key result details.
Pull data from external applications:
Leverage a number of external data connectors to automate your key result progress. Learn more about the various out-of-the -box data connectors.
Your organization's technical administrators can set up a data stream to push business data into Workboard from an external application or repository. You can then set that data stream as the source for your results. Learn how to subscribe to a data stream.
Cascade results to multiple people:
To quickly align your organization to your company's strategic priorities for the quarter, you can easily cascade a key result down through one or more layers of the org chart. As each individual updates their cascaded key result, those values will automatically roll back up through the organization and into your top-level OKR.
Progress Calculation Options
Should increase to: when you are looking to increase to a specific target value
Example: Starting from 0 MQLs moving to 10 MQLs
Should decrease to: when you are looking to decrease to a specific target value
Example: Starting from 100 bugs moving to 10 bugs
Should be equal to: when your target is a specific number
Example: Hire 10 developers (not more, not less, exactly 10)
Should fall within a range: when the target can fall within 2 numerical values to still be met
Example: Starting from $0 aiming to move towards a range of $10-15
Should not exceed: when the value should not exceed the target value
Example: Spend no more than $5,000 for the quarter.
Should not fall below: when the value should not fall below the target value
Example: Meet uptime expectations of 97%
There's also the option to enable stretch targets to better measure your Key Result's progress. Enabling stretch targets adds a 'Stretch Target' and 'Committed Target' field on the edit page.The committed target will define the Key Result's progress and the RAG calculation. For more information on enabling stretch targets, please contact your WorkBoard Customer Success Manager.