New to Perdoo and want to create a source of truth with your historical KPI and OKR data? When you create a new goal such as a KPI, you can import its progress history into Perdoo. Here's how.
Create the goal in Perdoo (we'll need to retrieve and sync with its Goal ID later).
Set up our Google Sheets integration.
Open the Perdoo OKR & KPI Sync Add-on and click 'Import goals'.
Select the goal for which you like to upload the progress history and click 'Import goals'.
The selected goal will be imported to the Perdoo Goals tab. If this tab didn't exist, a new one will be created.
Set the Sync direction to 'GSheet to Perdoo'.
Copy the goal's info to as many rows as you need to import progress history for. Each row will represent a progress update for a specific date.
On each row, add the progress to the Goals Progress column and the corresponding date to the Date column.
Select Manual Sync in the Add-on and then click GSheet to Perdoo.
Choose Select all at the bottom and then click Update goal(s) in Perdoo.
That's it!
Need help?
Contact our friendly Support team via the live chat at the bottom-right of your screen, or email support@perdoo.com.