There is a lot of valuable information available in Perdoo. It's the one platform that communicates all of your goals: KPIs, OKRs and initiatives. To make it easier to understand the health of your goals and take action, we've built a feature called Explore. Here you can filter your goals through a custom combination (you'll find the default filter as the current timeframe). It's a great way for leadership to see how the company is performing on all goals across groups and Objectives. You can export the data based on the filter so you get exactly the information you need and soon you'll be able to save a filter for quick access too.
You can filter Objectives, Key Results, Initiatives and KPIs and save these searches for quick future reference.
Here are some ways to use Explore.
Identify OKRs aligned to a specific company OKR. The company provides the strategic direction and teams execute. To ensure the efforts across the organization are rowing in the same direction and supporting this strategy, filter Objectives by alignment (aligned to). That way, you can understand what efforts are being made to achieve parent and strategic Objectives.
Filter Objectives by:
- Aligned to
Target Key Results by progress across groups. Key Results represent the quantitative validation that you've achieved your goal, the Objective. It's important to identify which Key Results need attention in order to deploy the help and support to bring them back on track.
Filter Key Results by:
See all the Initiatives of your direct reports. Initiatives are the projects that will drive progress on Key Results and often require cross-functional skillsets. Filtering by owner shows the work that your team members are contributing across all OKRs. You have a complete picture of your resources and capacity.
Filter Initiatives by:
- Due Date
- Key Result
Ensure all your KPIs are covered in Perdoo and healthy. KPIs represent your business as usual, so it's important that they are tracked in Perdoo in order to ensure they stay healthy. Confirm that all KPIs across the organization are accounted for by seeing them all in Explore and then monitor their health by status.
Filter KPIs by:
To save a view:
- Add filter
- Add view name
- Click Save