How do I create a Key Result using Control KPI?

Category: OKRs

When you want to maintain a certain KPI in a range, then choose Control KPI.

To create a Key Result using Control KPI,

Step 1
Select OKRs >> My OKRs in the left navigation panel.

my_okrs

Step 2
A List of existing OKRs appears as below.

Click on the [+] icon
to enable creating Key Result via Quick Create.

quick_create

Or, Click on the Step-by-Step guide.

step_by_step_guide

Step 3
What do you want to do?
 
Select Control KPI and
click the Next button.

control_kpi

Step 4
What do you want to change? 
Select the required KPI
for the Key Result and click on the Next button.

kpi

If the required KPI is not available in the predefined list, click on Create KPI
to create a custom KPI.

create_kpi

Note: Custom KPIs can be created only by the Super Users and the
Profit Managers.

Step 5
What is the extent of the change?
Values can be set using either At most, At least or In Between
based on the requirement.

At most:
At most allows you to set the value to the upper limit.

control_buil_time

At least:
At most allows you to set the value to the lower limit.

set_upper_limit

In Between:
In between allows you to set the values within a certain range.

set_in_between

Select any one option, enter the values and click the Next button.

Step 6
When do you want that accomplished?
You can set the deadline against which you plan to achieve the Key Result. Use the arrows to move to the next or previous financial year timeline. Click the Next button.

next_button

Step 7
Any other context you want to add? 
You can edit the name of the Key Result and add Additional context to the Key Result, for a better understanding, and it is not mandatory. Click on the Next button.

any_other_context_you_want_to_add?

Step 8

Here, if you want to assign this KR to someone if you want or you can also assign this KR as an objective.

assign_this_kr_to_someone

 

Step 9

 


How often do you want to update status?
Choose the required check-in frequency by clicking on the Select
button.

Note: Multiple check-ins can also be selected.

how_often_do_you_want to_update_status

Click on the Complete
button to create the Key Result.

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