Some goal statuses are calculated automatically by Perdoo, while others are set manually by you, based on your own confidence in achieving the goal. Combine quantitative with qualitative data to confidently forecast progress.

In this article:


Rate your confidence level during Check-ins

An OKR confidence level is a simple indicator of whether the person leading that OKR believes that it’s (still) achievable. Learn more in this article.

Check-ins allow you to update all your progress in one place. For each Result (Key Result or Initiative) you are leading, you'll be asked to rate your confidence in achieving it based on three levels:

  • on track: you’re confident that you will achieve this OKR

  • needs attention: there is a risk but you still believe you’ll achieve this OKR

  • off track: this OKR is in trouble and probably won’t make it to 70% progress*

* OKRs are often stretch goals, so they're usually considered successful when you've achieved at least 70% progress

Every time you Check-in, ask yourself: based on the information we have today, how confident am I that we will accomplish this Key Result or Initiative?

Goal status options during Check-ins

Automatic and subjective statuses

Let’s see how status levels are set for each type of goal:

Status

When & How

Details

KPI

Unhealthy KPI

Once a target value is set, Perdoo will calculate status automatically.

On profile pages:

  • Healthy when the current value meets or exceeds the target value (no sign)

  • Unhealthy when the current value is below the target value (you'll see a yellow warning sign)

On the KPI Boards:

The health status of your KPI turns:

  • green if you've achieved or exceeded the target

  • orange if you haven't achieved the target

Objective

Once at least one Check-in is submitted for an OKR, the overall status for an Objective is calculated automatically by Perdoo based on the status of the Objective’s Key Results.

It reflects the lowest/weakest status of all the Key Results (based on the statuses on track, needs attention, off track, or none). However, the none status is excluded from this.

So if just one of your Key Results is off track, this will set the Objective to off track.

Key Result and Initiative

During Check-ins, you'll be prompted to rate your confidence level in achieving your Result (Key Result or Initiative) each time you update your goals. You’ll set your subjective status of “on track,” "needs attention," or “off track."

Once your Key Result reaches 100% progress, it is achieved, and the confidence status will change to “none.”


Why goal statuses matter

  • For KPIs: The status for KPIs enables you to immediately see if a KPI is healthy or not.

  • For OKRs and Initiative: Progression for Key Results and Initiatives isn’t always linear throughout a quarter. Let’s say you’re launching a new product this quarter, but it takes a while for adoption of that product to take place. Early on in the quarter, your Key Result of “product adoption” won’t reflect the progress you’re making, but you’ll still know that you’re on track – your metric is simply a lag metric. That’s why it’s useful to share a goal status when using Check-in to update your goals and reflect how confident you are that you’ll reach your goal.


Filter for goal statuses

1. Goal statuses are included throughout Perdoo’s reports so you know which goals need your attention. They also help you and your coworkers to develop a deeper understanding of how things are really progressing. In Goals, you can apply filters to quickly see a list of, for example, “off track” Key Results that your direct reports are responsible for:

  • Stage: Active

  • Result type: Key result

  • Status: off track

Custom Reports in Results tab with Stage, Result type, and Status filters

2. Head to Performance reports to get a filtered list of healthy or unhealthy KPIs (click on either to dig deeper):

Explore healthy vs unhealthy KPIs in Performance Reports

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.

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