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Execution6 min

OKRs

OKRs — Objectives & Key Results — is where strategy becomes measurable. Draft objectives with the AI Strategist, cascade them from company to team to individual so everyone sees how their work rolls up, and wire key results to live data so progress updates itself. Cycles, check-ins, dashboards, scorecards, and AI-written business reviews keep the whole organization aligned and honest.

At a glance

Level
Beginner
Duration
6 min
Product
Intelligence Navigator
Prerequisites
An active cycle; a dataset or connector to auto-update key results
Audience
Owners, founders, firms, technical & non-technical teams
Subjects
AI-drafted objectivescascading & alignmentdata-bound key resultscyclescheck-insdashboardsreviews

Draft objectives with the AI Strategist

The OKR Strategist turns a plain-language goal into a structured objective with measurable key results — you review and approve before anything is saved. Ask it to draft OKRs for the cycle, flag what needs attention, update progress, or build a scorecard.

  • "Draft OKRs for my team for this cycle" — AI proposes objectives and key results
  • Each key result gets a start value, target, metric type, and direction (increase, decrease, or maintain)
  • Status is tracked from not started and on track to at risk, overdue, and completed

See OKRs in action

Watch: cascade objectives, check in on key results, and read the cycle dashboard and alignment.

Cascade and align the whole org

Connect company, department, team, and individual objectives so everyone can see how their work rolls up — and what breaks when a supporting goal slips. The cascade view and alignment graph make the dependency chain visible, and the org manager maps your units and managers.

  • Levels from company-wide down to individual, across sales, marketing, engineering, HR, and more
  • The alignment graph shows how each objective supports the one above it
  • Publish scorecards to leadership or a shareable portal link

Key results wired to live data

Bind a key result to your dataset — or to Jira, SmartSheets, Zendesk, or Microsoft Graph — and progress updates itself, no manual check-ins required. Refresh bindings anytime; credentials are stored securely and never shown again after you save them.

Check in, dashboard, and review

Regular check-ins record value, confidence, status, and a note, building a trend over the cycle. The dashboard rolls it up — cycle score, objectives by status, progress vs expected pace (burn-up), and score by team — and flags what needs attention. When it's time to report, assemble a review with an AI-written narrative grounded in live data plus live charts, then send it to Presentation AI or Reports in one click.

  • Check-ins capture value, confidence, and status to build a pace trend
  • Dashboard shows cycle score, status distribution, burn-up vs expected pace, and score by team
  • AI-generated business reviews send straight to Presentation AI or Reports

Best practices

  • Keep objectives qualitative and key results measurable — each KR needs a start, target, and direction
  • Bind key results to data or a connector so progress is always current, not self-reported
  • Run a short cycle (e.g. a quarter) and check in weekly so at-risk goals surface early
  • Use the Strategist to draft, but always review and approve before publishing to the org

Next steps

With goals tracked, Vision AI turns images and video into insight — next up.