Use Dashboards for visual, high-level goal and OKR tracking.

Once your goals and OKRs are set up, you can create custom Dashboards for detailed internal and external reporting. You can create Dashboards dedicated to individual goals or OKRs, or a master Dashboard to track all of them across the company. 

Use the Company OKRs and Goals template to quickly create a Space with our recommended Hierarchy structure and statuses. Then, create the Dashboard cards recommended in this article to gain valuable insight into the progress of your goals and OKRs.

Text

Use a Text card to keep track of OKR trends and take notes on weekly updates, action items, and blockers.

You can use rich text formatting in your Text cards!

Calculation

Use Calculation cards to track the number of in progress objectives, key results, and goals.

Portfolio

Use a Portfolio card for a high-level perspective of overall progress on your goal and OKR Folders or Lists.

Pie or donut Chart

Use a Pie Chart card to track goal and OKR tasks by assignee. You can customize Pie Charts to look like donuts!

Bar Chart

Use a Bar Chart card to track the progress of goals and OKRs by department or any other category you choose.

Task List

Use a Task List card to quickly access filtered views of your goal and OKR Lists without leaving the Dashboard.

Export card data

Share goal and OKR updates with stakeholders outside your Workspace by exporting data from cards.