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OKRs & Goals

Define company-level objectives, break them into measurable key results, and connect individual work to organizational strategy. AI agents track progress across the org, flag when key results drift, and roll up data — without anyone chasing updates.

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1

Create company objectives

Define top-level strategic goals that the entire organization can align to. Company objectives become the root of your goal tree, giving every team a shared direction.

2

Set individual key results with custom metrics

Break objectives into measurable outcomes. Choose from numeric, percentage, or currency metrics with configurable start and target values. Progress is calculated automatically as you update.

3

Agent-powered progress tracking

The OKR Agent monitors every key result across the org. When progress stalls or a deadline approaches with insufficient movement, it flags the objective as at-risk — no one needs to chase updates manually.

4

Automatic rollups through the tree

Connect individual OKRs to company goals with contribution weights. The agent recalculates rollups as check-ins come in, so the company view is always current without anyone aggregating spreadsheets.

5

View the objective tree

See the full hierarchy of objectives and key results in a tree view. Parent-child relationships, progress rollups, and ownership are visible at every level.

6

Switch between multiple views

Toggle between My Objectives, My Directs, and All Objectives. Each perspective filters the tree to what matters most to your role.

7

Agent-managed lifecycle transitions

Objectives move through draft, submitted, approved, active, closed, and archived states. The agent validates each transition, prevents skipped steps, and nudges approvers when objectives are waiting.

8

Run quarterly or custom planning cycles

Create planning cycles that match how your company operates. Quarterly is the default, but you can define any period. The agent scopes objectives to cycles and reminds owners as deadlines approach.

9

Company planning dashboard

See total company objectives, linked individual OKRs, and at-risk items at a glance. The agent surfaces what needs attention — stale objectives, unlinked goals, and drifting metrics.

10

Objective detail with full context

Open any objective to see its key results, check-in history, approval trail, and linked initiatives. Everything about a goal lives in one place — assembled by the agent, not by you.

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