Got an unhealthy KPI or trying to reach a new monthly target you set? You'll want to create an OKR to improve that KPI.
⚠ Need a refresher on the difference between KPIs and OKRs? Read this article.
Perdoo helps you communicate how an OKR is supporting a KPI. When viewing any KPI, you'll see a list of aligned Objectives to check what's planned – or what's worked in the past – to improve each KPI.
💡 Pro tip: Want to see how your efforts are making an impact in realizing your targets? Use the KPI Boards to view the progress of OKRs aligned to KPIs.
Create an OKR to improve a KPI
Find the KPI on your Company or Team page.
Click on the 3-dot menu.
Select Add > Aligned OKR o create an Objective pre-populated with your KPI's information. If your KPI has an integration, the associated Key Result will inherit that same integration.
Alternatively: Select Improve a KPI as the reason when creating an Objective. You can then pick the KPI that this Objective aims to improve:
*NOTE: You can align an OKR to any KPI, even if it’s not from the same Team.
💡 Pro tip: Want to see how your efforts are making an impact in realizing your targets? Use the KPI Boards to view the progress of OKRs aligned to KPIs.
Perdoo 3.0
Create an OKR to improve a KPI
Next to the name, click on + Add sub-goal > Objective.
Add Name.
Verify the Goal type is Objective.
Verify the Team is selected as the Team.
Select a Lead. This is the person responsible for updating the goal in Perdoo.
The KPI will be prepopulated in Align to.
Confirm that the selected Timeframe is the correct one.
Click Create.
After you've added an Objective, click on the link in the toast, + Add sub-goal in Cascade, or + Add goal > Key Result from the details modal. You can learn more about the what you should fill out here
*NOTE: You can align an OKR to any KPI, even if it’s not from the same Team.
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.