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Planview Customer Success Center

OKR Health

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To access the OKR Health panel, click the OKR health.png icon from the OKR view. This view provides the following information:

  • Objectives/Key Results Progress – Indicates the progress of Objectives/Key Results (Ahead, Behind, or On Track)
  • Key Results Updates – Indicates the number of Key Results updated in the last 7, 30, or 90 days.
  • Activities for Key Results – Indicates the number of Activities by status (Not Started, Started, Finished)

           

NOTE

Calculations and progress numbers are based on the selected timeframe.

           

Click any of the numbers in the In Progress, Finished, or Progress Updated areas to highlight the corresponding cards.

OKR Health Calculations

The section below provides a summary of the data used to calculate and evaluate the progress of Objectives and Key Results, based on the timeframe selected. 

Objective Progress 

  • Key Result Average - Take the average % of all Objectives in the view and round to the nearest whole number.  
    • Example: Objectives 1-3 below would be averaged as ((60+20+50)/3) = 43% 
  • Target Average – Take the average % of the on-track target for all objectives in the view and round to the nearest whole number. 
    • Example: Objectives 1-3 below would be averaged as ((50+40+100)/3) = 63% 
  • In Progress – The In Progress count includes Objectives with today’s date between their start and finish dates.
    • Ahead – Objectives that are ahead of the projected progress
      • Example: Objective 1 is ahead because it is 60%, with on target being 50% 
    • On Track – Objectives that have a percentage minus 10% from the projected progress, inclusively
    • Behind – Objectives 10% or more behind the projected progress
      • Example: Objective 2 is behind because it is 20% complete when on target is 40%.
  • Finished – The Finished count includes Objectives with a finish date before today's date.
    • On Target – Objectives that finished within 10% of the projection, which in the case of finished objectives is between 90 to 100%.
    • Below Target – Objectives that finished more than 10% later than projected, which in the case of finished objectives is less than 90%
      • Example: Objective 3 is behind because it is 50% complete when on target is 100%. 

           

NOTE

Objectives cannot be greater than 100%.

           

Objective Progress Example Data: 

  • Objective 1: 60% progress 
    • Start Date: 1/1/2021 
    • Target Date: 12/31/2021 
    • Today’s Date: 7/2/2021 (half point of the year – therefore its on-track target % is 50% as of today.)  
  • Objective 2: 20% progress  
    • Start Date: 3/1/2021 
    • Target Date: 12/31/2021 
    • Today’s Date: 7/2/2021 (the on-track target is 40% as of today) 
  • Objective 3: 50% progress 
    • Start Date: 1/1/2021 
    • Target Date: 5/31/2021 
    • Today’s Date: 7/2/2021 (since the target date is before today, the on-track target is 100%)

Key Result Progress 

  • Key Result Average – Take the average % of all key results in the view. Key Results with progress over 100% are treated as 100%. Key Results with negative progress are considered as 0%.
  • Target Average – Take the average % of the on-track target for all Key Results in the view and round to the nearest whole number. 
  • In Progress – The In Progress count includes Key Results with today’s date between their start and finish dates. 
    • Ahead – Key Results that are ahead of the projected progress
    • On Track – Key Results that have a percentage minus 10% from the projected progress.
      • Example: Key Result 1a is at 80% vs 86% projected progress, and Key Result 2a is at 40% vs 50%, which means they both are on track because both are within 10% of the target.
    • Behind – Key Results that are more than 10% behind the projected progress
      • Example: Key Result 1b is behind because it is 20% complete when on target is 40%.
  • Finished – The Finished count includes Key Results with finish dates before today's date.  
    • Over Target – Key Results that finished above 100%
    • On Target – Key Results that finished within 10% of the projected results, which in the case of completed key results is between 90 to 100%
    • Below Target – Key Results more than 10% below the projected results. In the case of completed key results, less than 90%.
      • Example: Key Result 1c is behind because it is 50% complete when on target is 100%.

Key Result Progress Example: 

  • Objective 1: 60% progress  
    • Key Result 1a: Last Value @ 80; progress 80% 
      • Start Date: 1/1/2021 
        • Start Value: 0 
      • Target Date: 7/31/2021 
        • Target Value: 100 
      • Today’s Date: 7/2/2021 – We are 86% of the way between the start and target dates. Key Result 1a is on track since the difference between 86 and 80 is less than or equal to 10.
    • Key Result 2a: Last Value @ 6; progress 40% 
      • Start Date: 1/1/2021 
        • Start Value: 0 
      • Target Date: 12/31/2021 
        • Target Value: 15 
      • Today’s Date: 7/2/2021 – We are 50% of the way between the start and target dates. Key Result 2a is on track since the difference between 50 and 40 is less than or equal to 10. 
  • Objective 2: 20% progress  
    • Key Result 1b: Last Value @ 2; progress 20% 
      • Start Date: 3/1/2021 
        • Start Value: 0 
      • Target Date: 12/31/2021 
        • Target Value: 10 
      • Today’s Date: 7/2/2021 – We are 40% of the way between the start and target dates. Key Result 1b is behind since the difference between 40 and 20 is greater than 10.
  • Objective 3: 50% progress  
    • Key Result 1c: Last Value @ 25; progress 50% 
      • Start Date: 1/1/2021 
        • Start Value: 0 
      • Target Date: 5/31/2021 
        • Target Value: 50 
      • Today’s Date: 7/2/2021 – Since the target date is before today's date, the projected progress should be 100%. Key Result 1c is behind since the difference between 100 and 50 is greater than 10.