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Consultants
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Active OKRs
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Linked tasks
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Avg. score
OKR Compliance
KR progress per objective
— OKRs
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No data yet
Progress & Status
Actual vs expected · status distribution · score · priority
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Actual vs expected progress
By consultant · comparative bars
Status distribution
Tasks by current status
Value score
By consultant · target 80%
Tasks by priority
High · Medium · Low distribution
Resource Load
Active tasks, progress and score by consultant
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No data yet
Activity & Alerts
Recent events and deviation warnings
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Recent activitylive
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Deviation alerts
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Consultants
Team members, roles and contact info
Team roster
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OKRs
Objectives and Key Results · update KR progress with the slider
Active objectives
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Link Tasks
Create a task and tie it to an OKR Key Result
Start date → Due date → Auto expected %
Progress entered by consultant
New linked task
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Task name
Consultant
Priority
Linked OKR
Key Result
Start date
Due date
STATUS AND PROGRESS
Current status
Current progress (%)
Filled in by the consultant
Expected progress today (automatic)
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Fill in dates to calculate
Linked tasks
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Task Board
All active tasks at a glance · actual vs expected progress
Active tasks
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Active
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Deviation
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Avg. progress
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Completed
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Value Score
Composite performance metric per consultant · target 80%
Tasks × 60%
KR progress × 40%
Score by consultant
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Formula & rules
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Score = (average actual progress of linked tasks) × 60% + (KRs with progress > 0 ÷ total KRs) × 40%
≥ 80%
On target ✓
40–79%
Monitor ⚡
< 40%
At risk ⚠
Deviation > 20 pts between expected and actual progress triggers an alert on the dashboard.
Export & Share
Distribute reports, links and data to your team
Export options
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Direct link
Copy the link to share in the Teams General channel.
Export to Excel
Download Consultants, OKRs, Activities and History sheets.
Weekly report
Snapshot of current status: OKRs, progress and alerts.
Interactive tutorial
Step-by-step guide to OKRs and tasks. Share with new team members.
Open tutorial
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Delayed tasks
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With alerts
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Avg. deviation
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Last review
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