Healthy
Inside the green boundary.
KPIs
When the number drops, the fix is already drafted.
OKRGoal holds your KPIs and your OKRs in one place, connected. Build driver trees down to the numbers a team can move this week. Give every KPI a health band. When one turns unhealthy, the Champion tells its owner and drafts a recovery OKR from the drivers that are falling short.
Driver tree · Operating margin
UnhealthyRecovering
Operating margin
Support cost per account
Tickets per account · leading3.4
Self-serve answer rate · leading22%
Operating margin back where the business can rely on it
Operating margin from 9.1 to 13.50.1
Improve Self-serve answer rate from 22 to 400.2
Improve Tickets per account from 3.4 to 2.50.3
Revenue per account
Two different jobs
KPIs keep the lights on. OKRs change what they show.
| KPIs | OKRs |
|---|---|
| A number you watch every period, whether or not anybody is trying to change it | A deliberate change, for a quarter or a year |
| Describe the health of the business | Describe what you are changing about it |
| Live as long as the business does | Close, get scored, and feed the next cycle |
They connect in three ways. A key result can be measured by a live KPI. An unhealthy KPI can start a recovery OKR. And every KPI's baseline is an input to planning.
Driver trees
Find the branch that is failing, then the lever at its edge.
A tree has one root, usually a lagging number such as revenue or operating margin. Its leaves are leading drivers a team can act on this week. A link is either a formula, where the child is part of the parent's calculation, or an influence, where the child is believed to move the parent.
Operating marginUnhealthy
Revenue per accountHealthy
Support cost per accountUnhealthy
Tickets per accountLeadingWatch
Self-serve answer rateLeadingUnhealthy
Health bands
Every KPI in its own units.
Set green and red boundaries in the KPI's own units: stay at or above, stay at or below, increase to, decrease to, or stay within a range. No boundaries? It falls back to how close the reading is to its target.
Watch
Between the boundaries. Watch the leading drivers.
Unhealthy
Past the red boundary. Decide a response.
No data
Enter a value and a target.
A KPI under recovery is shown as recovering beside its real band, never instead of it. You can see the fix working without anyone mistaking it for the number having recovered.
Operating margin9.1%UnhealthyRecovering
Three responses
An unhealthy KPI asks for a decision.
Fix it now
Treat it as day-to-day work, with an owner and a date.
Add a key result
Put it under an objective you already have.
Launch a recovery OKR
A committed objective, drafted for you, to restore a level the business relies on.
The recovery OKR, drafted
Drafted from the drivers that are short.
The draft is ready the moment the KPI turns unhealthy. The Champion proposes it after two unhealthy periods in a row, or at once if the KPI falls straight from healthy to unhealthy.
Objective
1Operating margin back where the business can rely on itCommitted
The owner writes the why.
KR 1
2Operating margin from 9.1 to 13.5The KPI itself
KR 2
3Improve Self-serve answer rate from 22 to 40MLMei Lin
KR 3
3Improve Tickets per account from 3.4 to 2.5KAKofi Asante
Proposed by the OKR Champion
Review the draft
- 1
The objective names what the KPI protects, in words, not numbers.
- 2
The first key result is the KPI itself, from where it is to where it is healthy.
- 3
Up to three more, one per leading driver at the edge of the failing branch that is below its own target, each owned by whoever owns that driver.
- 4
Drivers already on target are skipped.
When the reading is healthy again, the Champion proposes closing the recovery OKR.
The draft is built by rules, so it works with the AI switched off. With an AI provider connected, a model can word the objective better, and the KPI page narrates the trend.
Operating marginRecovery: Operating margin back where the business can rely on it
UnhealthyRecovering
Self-serve answer rateIn recovery as KR 2
UnhealthyRecovering
Median setup timeNo response yet
Unhealthy
Fix it now
Add a key result
Launch a recovery OKR
The recovery board
Every unhealthy KPI, on one list.
Every KPI in the workspace that is unhealthy or under recovery: its real band, its recovery objective and progress, and the three responses for the ones nobody has answered yet. A To do list, for numbers.
The details
Calculated KPIs
Write a formula over other KPIs. Change a source and everything that depends on it recomputes.
Mixed frequencies
Daily numbers roll into monthly ones with their own aggregate, so a ratio stays a ratio of sums.
A keyboard-first grid
Periods across, KPIs down. Enter a month of readings without touching the mouse.
KPI-backed key results
A key result can read its value from a live KPI, so nobody types the same number twice.
Trend and anomaly reading
With an AI provider connected, a plain-language narration of the trend under every chart.
Import
Bring KPIs and their history from a spreadsheet.
See a recovery OKR at work.
In the live demo, Northwind's operating margin goes unhealthy in the summer, and Hugo, the CFO, runs a recovery OKR. Sign in as Hugo and follow it.