FindSend Report

Automation

Quarterly Report Automation

Quarterly notification

Scheduler

Automatically executes actions when the set time is reached.

Check the OKR completion status in the “Current Quarter” view.

Get Records

Retrieve several records from a specified database, based on a view or filtering criteria.

Quarterly completion of OKRs for each group

Send Report

Generate a report and send it to specified members or groups.

Database

OKRs - Participants

Name

Member

Role

Objectives

Team

KeyResults

Database

Objectives

Objectives

Time

Responsible Person

Role

Team

Overall Rating

KeyResults

OKR Assessment Deadline

View

Objectives - Current Quarter View

When "Objectives" is on or after… "Today"

Database

KeyResults

KeyResults

Confidence Index

Achievement Rate

KR Scoring

Responsible Person

Time

Objectives

Report

Report

Quarterly completion of OKRs for each group