OKR template Excel (plan and track Objectives & Key Results)

Learn how to plan and track objectives and key results by downloading the updated, standalone OKR template for Excel!

*Download the standalone Excel template here:* https://www.sheetgo.com/blog/human-re...

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🎬 Overview

This video demonstrates the structure of the Sheetgo OKR template, which allows you to plan objectives and key results and monitor progress at the individual, team, or company level. This system is designed for comprehensive overview, visualization, and tracking of key metrics, such as progress per department, actual progress, and identifying key results with the least progress made.

If you are looking for the fully automated OKR workflow demonstrated in this video, which automatically transfers data from department spreadsheets into a Master Sheet and features scheduling and dashboard capabilities, please note that this functionality is now best supported using the Google Sheets version of the template.

To explore the automated workflow platform, visit: https://app.sheetgo.com/templates/okr...

What does the Sheetgo OKR template consist of?

1️⃣ Folder with six sample Department files (Excel or Google Sheets): Education, Finance, HR, Marketing, Sales and Support (you can customize these)
1️⃣ Company OKRs master sheet

What can the Sheetgo platform do?

📌Plan objectives and key results
🔀Combine all department files to track the progress in the Master sheet
📊Visualize your valuable metrics through the Dashboard feature
⏰Schedule automatic updates for up-to-date insights on your OKRs

Why use the Sheetgo template structure?

✅Automated workflow (via the Sheetgo platform)
✅Fully-developed system with everything you need in one place
✅Easily customizable to suit your needs
✅Scalable to your own organization
✅Data remains private

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⏱Timestamps

Video breakdown
0:00 - 1:59: How the template works
2:00 - 6:40: Instructions
6:41 - 6:51: Links & tips

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🗂 Additional resources

Want to find out even more about this template or download the standalone Excel file?
Click here to read our blog post 👉 https://www.sheetgo.com/blog/human-re...

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Facebook 👉 https://www.facebook.com/Sheetgo?utm_...
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Learn more about Sheetgo at https://www.sheetgo.com/?utm_source=y...
Any questions? Let us know in the comments below!

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