💡 Why Use OKR Tracker & Quarterly Report Automation

In today's fast - paced work environment, automation can significantly improve efficiency, reduce repetitive tasks, and enable you to focus on more strategic tasks. Bika.ai's automation templates aim to streamline processes and manage your OKRs (Objectives and Key Results) through intelligent means.

👉 How the Template Works

• OKR - Participants
  Used to record the names, aliases, positions, affiliated teams, and objective tasks of team members, so as to quickly understand the roles and responsibilities of each member.

• Objectives
  When filling out this form, you need to assign a person in charge, a role, a team, a completion time, and the current completion rate for each objective, and list specific key results to measure the progress.

• KeyResults
  For each objective, specify the key results, the person in charge, their role, the affiliated team, the expected completion time, as well as the confidence level in achieving the objective and the actual percentage of completion. In this way, you can easily manage and track the progress of your objectives.

• Quarterly Report Automation
  This automation setup simplifies quarterly reporting by scheduling triggers, defining actions, and managing execution, thus enhancing efficiency for businesses that require regular updates and insights.

• OKR Dashboard
  OKR Dashboard that helps track and visualize key performance indicators like the total number of targets and key results, facilitating goal management and progress monitoring for improved business planning and execution.

🎯 Steps to Use

Step 1: Assign OKR Participants

• Firstly, configure the names of OKR participants, select their roles, and choose their teams. The Objectives and KeyResults columns can be left alone.

Step 2: Set Objectives

• In the Objectives table, only the goal, the person in charge, and the time need to be filled in.

Step 3: fill in the corresponding key results

• Then, move on to the key results table: fill in the corresponding key results, confidence index, completion rate, and KR score based on the goal situation.

Step 4: Set up automation Quarterly Reports

• In the timing settings, configure the repeat frequency to "monthly" and the repeat interval to "3" to automatically send at the end of each quarter. The original template was set to send quarterly, but if you have specific needs, you can modify the trigger time based on the actual situation.
• The recipients can be configured based on the actual situation.
• After clicking "Run now", the configured email will receive the report as shown in the example image.

Step 5: Monitor Progress with OKR Dashboard

• We can observe the data changes of objectives and key results more intuitively through the dashboard. You can also add or remove widgets based on your actual needs.

👉 Suitable Users

• Team leader: A leader who needs to manage team goals and progress.
• Project manager: A project manager responsible for project progress and team collaboration.
• Enterprise employee: An enterprise employee who wants to improve personal work efficiency.
• Consultant: A consultant who provides OKR implementation and consulting services to enterprises.