Generally, we recommend that goals are updated on a weekly basis so that you always have an up-to-date view of how your goals are progressing. However, some goals, especially longer-term ones, don't progress as often as others. For example, your annual OKR may only need updating once a month, while your quarterly OKRs every week.
Perdoo offers you the flexibility to choose how often each goal should be updated, anywhere between weekly and yearly, so that Perdoo can highlight goals requiring an update.
KPIs
By default: The update frequency for KPIs will be set to monthly.
You'll find the option to customize the update frequency for a KPI under Advanced Options when creating a KPI:
Or editing a KPI in the right side panel:
OKRs
For OKRs, you have 2 options:
You can customize the update frequency when creating an OKR, under Advanced Options.
Or editing an OKR in the right side panel:
Important notes
You can update your goals at anytime, but a goal will surface as "Update due" at the start of each new cycle.
If the update frequency is weekly, the goal will be marked 'Update due' based on the start date of your week —encouraging you to submit your progress for the previous week.
If the update frequency is monthly, it will be marked 'Update due' on the first day of a new month, asking you to submit progress for the previous month.
A goal that has "Update due" will also show be considered 'Outdated' in All goals, and in the Engagement and Performance dashboards.
When you update your goals, the "Update due" button will change to just 'Update'.
Need help?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.