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Create an OKR Dashboard In 3 Steps

Ryan Forrester
Sep 19th, 2024
Blog

How to Create an OKR Dashboard

An OKR Dashboard is an online platform that provides users with easy access to their Objectives and Key Results (OKRs), performance updates, progress tracking, and other essential metrics. It also allows businesses to efficiently monitor and manage their organizational goals and outcomes.

It serves as a centralized hub where companies and teams can oversee OKR compliance, track performance metrics, and improve communication between all parties involved.



Essential Features for an OKR Dashboard

These fundamental features provide a solid foundation for building an effective OKR Dashboard.

One of the most critical features is user authentication and access control. A secure login system with multi-level access ensures that only authorized users can access specific parts of the dashboard. This includes the ability for administrators to create and manage user profiles, reset passwords, and update contact information.

The OKR Dashboard should provide real-time access to essential metrics like OKR performance, compliance status, and progress reports. Functionalities for monitoring, reporting, communication, and access to historical data are crucial.

Additionally, offering tools for analytics and reporting, such as performance trends, key result distribution details, and goal analysis, is vital. Integration with other internal systems, or project management tools, can further enhance the dashboard’s usefulness.


Build or Buy Your OKR Dashboard

When it comes to implementing an OKR Dashboard, businesses face a crucial decision: should you build a custom solution or buy an off-the-shelf product?

If you build one using Five, you can develop exactly what you need without unnecessary bloat, tailored to your business’s specific requirements.

Building an OKR Dashboard allows you to connect to your existing IT infrastructure, serving as a single source of truth across all systems. It also ensures compatibility with legacy systems, working around the constraints of older software that may not be replaceable.

Having control over your data is paramount. This means keeping all internal information and sensitive OKR data under your direct supervision. Off-the-shelf OKR Dashboard solutions may not offer the same level of data privacy or customization options.

Building a secure OKR Dashboard becomes much simpler with Five. Five offers several advantages: it significantly speeds up the development process, requires no extensive coding knowledge, is more affordable than hiring a developer, and allows you to customize your OKR Dashboard to meet your specific needs.

In the long run, building a custom solution can be more cost-effective. Licensing fees for off-the-shelf OKR Dashboard solutions can add up quickly, with some costing thousands of dollars annually.


Creating an OKR Dashboard Can Be Easy

Creating an OKR Dashboard Is Easier With Five

Building OKR Dashboards used to be a complex task requiring extensive coding knowledge. Organizations often had to hire “expert developers,” which could lead to high costs and subpar results. Customizations were difficult, often requiring additional development work.

Fortunately, times have changed. Creating OKR Dashboards is now much easier with rapid dashboard builders like Five. These tools simplify the process, making it quicker and more accessible.

With Five, you can jump right in and have your OKR Dashboard built and running in a single afternoon. While there is still a learning curve, this approach is far more efficient than traditional methods.

With Five, you can:

  • Set up your OKR Dashboard interface in minutes.
  • Create a user-friendly, login-protected web interface for your OKR Dashboard.
  • Easily import existing data, allowing you to get started quickly.

Get free access to Five and start building your OKR Dashboard today.


Build an OKR Dashboard
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While we joke about “expert developers,” the Five team actually has a team of experts ready to assist you. So, if you ever feel like you’re in over your head, don’t worry, our expert developers are here to help you. And yes, we promise not to charge you an arm and a leg or leave you with a system that only we understand. To get a free consultation visit this page “Hire An Expert.”


How to Create an OKR Dashboard

Here’s how you can create an OKR Dashboard using Five, along with some prerequisites to consider.

Step 1: Access Five

If you haven’t already, sign up for free access to Five. Five offers a free trial for 14 days with no credit card required. Depending on your project’s complexity and data storage requirements, you may need a paid plan.

Create an OKR Dashboard

Step 2: List Out OKR Dashboard Attributes

Start by compiling a complete list of all attributes relevant to your OKR Dashboard. Consider what matters to your business and its teams: progress updates, compliance tracking, reporting tools, communication features, etc.

Your OKR Dashboard should serve as a “single source of truth,” so ensure it’s as comprehensive as possible.

Here are some must-have attributes that are typically included in an OKR Dashboard:

  • User authentication and access control
  • OKR compliance tracking and monitoring
  • Performance and progress report tracking
  • Communication tools for team interactions
  • Integration with project management and HR systems
  • Reporting and analytics features

Follow our YouTube tutorial for a step-by-step guide, covering everything starting from database modeling. The first step explains how to create a database table in Five. This quick four-and-a-half-minute video is highly recommended if your main goal is developing an OKR Dashboard.

The video also shows how to assign different SQL data types to your table fields and use Five’s database modeler to visualize your schema. Five automatically adds primary keys to all your tables, simplifying the setup process.


OKR Dashboard Design and User Experience

Once you have defined your OKR Dashboard’s attributes and set up the database tables in Five, you can start focusing on the design and user experience.

Five allows you to create a highly intuitive and user-friendly interface for your OKR Dashboard, directly linked to the data stored in your tables.

User-Centric Design with Five: Five allows you to create a highly intuitive and user-friendly interface for your OKR Dashboard. It’s easy to design a clean layout, ensuring that users can navigate effortlessly. You can customize the UI to fit your business’s branding and user preferences. For instance, users can navigate to a performance dashboard that pulls data directly from your “OKR” table.

Personalization Features: With Five, you can build personalized dashboards for each team or department. Users can easily add widgets or shortcuts to their most-used tools and resources, creating a more tailored and efficient user experience.

Built-In Search Functionality: Five offers robust search capabilities that can be easily integrated into your OKR Dashboard. Users can quickly locate OKR records, compliance data, or information by searching by column names or keywords, making navigation straightforward.

Mobile-Optimized Design: Five enables you to create a responsive OKR Dashboard that works on any device. This means users can access essential resources on the go, with a layout that adapts to different screen sizes for optimal usability.


Step 3: Launch Your OKR Dashboard Online

Once your OKR Dashboard’s database is ready and well-defined, you can begin populating it with the necessary data. Using Five, you can easily upload CSV files directly into your SQL database. Simply ensure that the columns in your CSV align with the fields in your database, and import the data into your database tables.

Additionally, you can create a user-friendly, web-based database graphical user interface with Five. This interface can feature forms for adding or editing records, charts for visualizing data, and the ability to generate PDF reports using data from the database.

When you’re ready to deploy your OKR Dashboard, sign up for one of our paid plans, starting at just $29.99 per month per application. This plan includes unlimited end-users and provides you with a custom URL to access the OKR Dashboard online.


Conclusion: Building an OKR Dashboard

A well-designed OKR Dashboard is essential for any business looking to provide teams with easy access to their objectives and key results, and for businesses to monitor and manage their organizational goals effectively. With modern tools like Five, the process of creating a custom OKR Dashboard has become more accessible than ever.

Businesses no longer need to rely on expensive developers or settle for one-size-fits-all solutions. Instead, they can rapidly build and deploy an OKR Dashboard that truly serves their unique needs.

Get free access to Five and start building your OKR Dashboard today.


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