💡 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, positions, teams, and goal tasks of team members to quickly understand each member's role and responsibilities.

• Objectives
  When filling out this table, each goal must have an assigned responsible person, role, team, deadline, and current completion rate, along with specific key results to measure progress.

• KeyResults
  For each goal, specify the key results, responsible person, responsibilities, team, expected completion time, as well as confidence level and actual completion percentage. This allows you to easily manage and track the progress of goals.

• Quarterly Report Automation
  This automation simplifies the OKR quarterly summary by automatically executing "send report on the last day of each quarter," improving efficiency for businesses that require regular updates and insights.

• OKR Dashboard
  The OKR dashboard helps track and visualize key performance indicators such as the total number of goals and key results, promoting goal management and progress monitoring to improve business planning.

🎯 Steps to Use

Step 1: Add OKR Participants

• First, configure the names of the OKR participants, select their roles, and choose the teams they belong to.
• The columns for objectives and key results can be set aside for now.

Step 2: Set Objectives

• In the objective table, you need to fill in the objectives and time, and associate the responsible persons and key results. Generate views classified by time, with Q1 and Q2 as the classification categories.

Step 3: Determine Key Results

• Then go to the key results table: Fill in the corresponding key results, confidence index, completion rate, and KR score according to the objective situation.

Step 4: Configure Quarterly Report Automation

• In the timing settings, configure the repetition frequency as monthly and the repetition interval as 3, which can realize the automatic sending at the end of each quarter. The original template is set to send reports quarterly. If you have requirements, you can also modify the triggering time according to the actual situation.

• The recipients can be configured according to the actual situation.

• After clicking "Run Now", the configured email will receive the report as shown in the example image.

Step 5: Use the OKR Dashboard to Monitor Progress

• You can observe the data changes of objectives and key results more intuitively through the dashboard. You can also add or delete widgets according to 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.