Overview
Setting quarterly key result targets will allow you to break down your annual result into quarterly targets. This Help Center Article covers how to set those quarterly targets and the different options for viewing them over time.
Steps
- Add another Key Result to your Objective by hover over your Objective, clicking on the Kebab and selecting Edit.
- Select Add another key result
- Type in the name of the Annual Key Result and Select Advanced Options immediately.
- If you accidentally hit Enter on your keyboard, select More Options and then Change Measurement Type to navigate to the Key Result Selector in the OKR Wizard.
- Select "Set multiple key result targets for the period.”
- You now have 4 different options available. WorkBoard will allow you to calculate these quarterly targets in different ways:
Note: Your Objective has to be set to an annual time period (I.e. FY21, FY22) for the below steps to appear.
- Add up results from each quarter - This options adds all of your quarterly results together and displays your Key Results as a Bar Chart.
- Track progression from quarter to quarter - This option shows progress on a curve, tracking progress over time.
- Set a custom target period and calculation – for more information on the custom calculation visit our Key Results with Variable Targets article.
- Create supporting quarterly results that do not contribute to annual progress – for more information on supporting quarterly results visit our Set supporting quarterly key results that do not contribute to the annual result progress article.
Note: The images shown above appear when you hover over the tool tips to the right of the button.