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Planview Customer Success Center

AgilePlace OKRs

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AgilePlace OKRs adoption pathway

1. Get started  2. Design and set up 3. Capability usage 4. Reports and outputs

Audience

 Product managers, product owners 

Objective

 Gain insights with reports and outputs for OKRs in Planview AgilePlace.  

OKR health panel  

In AgilePlace, you can view the health of your OKRs through the OKR health panel. This view provides the following information: 

  • OKR Progress: the progress of your objectives and key results (ahead, behind, or on track) 

  • Key Results Updates: the number of key results updated in the last 7, 30, or 90 days 

  • Activities for Key Results: the number of activities by status (Not Started, Started, Finished) 

OKR progress widget in Planview.Me 

Planview.Me is an immersive, actionable, and personalized user experience where you can customize your Planview experience to highlight the data and details you need to get work done. There are several widgets you can work with to customize your Planview.Me experience.  The OKR Progress widget displays an interactive line graph of the progress of objectives and key results over a fixed timeframe. 

OKR OData service 

OData is a data source for getting objective and key result (OKR) data from Planview OKRs, Planview Portfolios, and Planview AgilePlace to create reports with Microsoft Power BI. You can set up the OKR OData service for use with the Power BI service.