Profit.co allows you to download your OKR Progress Presentation with a single click, saving time and giving you a ready-to-use report for weekly, monthly, or quarterly periods.
Table of Contents
- Why Should I Download an OKR Progress Presentation?
- How Do I Enable the OKR Progress Presentation?
- How Do I Select a Department and Presentation Template?
- How Do I Fill in the Presentation Details?
- How Do I Review My Presentation?
- Best Practices for Downloading OKR Presentations
- Related Articles
- Frequently Asked Questions
Why Should I Download an OKR Progress Presentation?
- Quickly generate progress reports without manual preparation.
- Access insights for departments, teams, or individual OKRs.
- Customize presentations with templates and check-in comments.
- Automatically save preferred selections for future downloads.
- Get on-brand exports automatically, since every exported deck carries the configured company logo and brand colours without manual editing.
- Configure branding once and have it apply to every future export, without repeating the setup each cycle.
- Tailor each presentation to its audience by choosing the hierarchy depth. Show just Objectives for a leadership update, or the full Objectives, Key Results, and Child Objectives breakdown for a detailed team review.
- Adjust the hierarchy depth yourself at download time, without asking a Super User to change the Settings-level default.
- Get a clean layout at every depth, since the presentation adjusts automatically so content isn't cut off or cluttered regardless of how much detail is included.
- Set the font style, size, and color for every inner content section, not just the title and footer, across the OKR progress, KR progress, and KR progress hierarchical presentations.
- Build executive review decks without leaving Profit.co, since the Objective List and Key Result Deep Dive slides generate directly from existing OKR data.
- Keep every exported deck current, since the Deep Dive View slides pull their values from live OKR fields at the moment of export.
- See each key result's own period and status next to its parent objective's progress, without switching screens or pulling separate reports.
How Do I Enable the OKR Progress Presentation?
- Navigate to Settings > OKRs > Views from the left navigation panel.
- Enable the OKR Progress Presentation toggle.
Note
Only Superusers have access to Settings.
Customization Options
- Choose from OKR List, OKR List with Check-in Charts, OKR Table, or OKR Deep Dive View.
- Include check-in comments when selecting OKR List with Check-in Charts.
OKR List, OKR List with Check-in Charts, and OKR Table each export as a single slide type. OKR Deep Dive View exports two slide types in one download, an Objective List slide and a Key Result detail slide, so it has its own configuration steps below.
How Do I Configure the OKR Deep Dive View?
- Open the Presentation Style dropdown and select OKR Deep Dive View.
- Click the Slide 1 tab to preview the Objective List, showing the Department Name, Department Head, a summary count card, and one row per objective with its ID, Name, Period, Status, and Progress.
- Click the Slide 2 tab to preview the Key Result Deep Dive slides, one per selected objective, each showing the objective's Owner, Period, and a combined Status + Progress badge above a table of each key result's own ID, Period, Status, and Progress.
- Toggle individual fields, Period, Status, Progress, on or off from the Properties panel. The panel automatically switches its visible field set based on whether Slide 1 or Slide 2 is active.
- Use the existing export mechanism to download the complete slide set. No new selection steps are required.
Company Branding
- In the Slide Properties panel, enable the Logo option. The preview updates to show the company logo on the slide.
- Set the brand background and font colours as required and click Save. The branding configuration is saved and applies to all future exports.
Note
Company branding applies across all available presentation styles. Any style selected for export will carry the configured logo and brand colours.
How Do I Set Text and Font Formatting for Content Sections?
- Export customization previously let you change size and color on the title and footer only. You can now also format the inner content sections.
- From the same OKR Progress Presentation customization panel, open the Appearance and Fields settings.
- Set the font style, size, and color for the inner content sections, alongside the existing title and footer controls.
- Click Save. These controls apply across the OKR progress, KR progress, and KR progress hierarchical presentations.
How Do I Select a Department and Presentation Template?
- Go to OKRs from the left navigation panel.
- Click the Department name.
- Click the presentation icon and select the desired template from the drop-down.
How Do I Fill in the Presentation Details?
- You can enable Speaker Notes to add predefined notes.
- Select multiple periods if needed.
- Choose the hierarchy depth for this presentation: Objectives only, Objectives + Key Results, or Objectives + Key Results + Child Objectives. The preview list updates to show only the selected levels.
- If you don't select a hierarchy depth, the presentation uses the existing Settings-level default configured by a Super User.
- Click Download to generate your presentation at the chosen depth.
Tip
Select "Save this selection for future downloads" to preselect these OKRs next time.
How Do I Review My Presentation?
- The presentation is downloaded for the chosen department.
- OKR scores and selected check-in comments are included.
- Share or present immediately without additional formatting.
- The exported deck includes the company logo and configured brand colours on every slide, applied automatically regardless of which presentation style you chose.
Best Practices for Downloading OKR Presentations
- Always select the relevant department or team before downloading.
- Use templates that match your reporting needs (e.g., check-in charts for reviews).
- Include speaker notes for context during presentations.
- Save preferred selections to speed up recurring reports.
- Verify Key Results and Sub-KRs are accurate before download.
- Set up company branding once in the Slide Properties panel so every future export is on-brand without repeating the configuration.
- Use OKR Deep Dive View for recurring executive reviews instead of rebuilding slide decks manually, since both slide types already combine objective-level and key result data in one export.
- Toggle off fields you don't need, Period, Status, or Progress, separately for each slide type before exporting, since Slide 1 and Slide 2 track their own field visibility in the Properties panel.
Related Articles
Frequently Asked Questions
Q1. Can I include check-in comments in the presentation?
Yes, choose the OKR List with Check-in Charts template to include comments.
Q2. Can I download multiple periods at once?
Yes, select the Period option to include multiple time frames.
Q3. Is there a way to remember my selections for future downloads?
Yes, enable "Save this selection for future downloads" to preselect OKRs automatically.
Q4. Do I need to configure company branding every time I download a presentation?
No. Branding is configured once in the Slide Properties panel and applies automatically to every future export until changed.
Q5. Can any user select the hierarchy depth, or is it limited to Super Users?
Any user can choose the hierarchy depth for a presentation at the point of presenting or downloading. Only the underlying Settings-level default still requires Super User access to change.
Q6. What happens if I don't select a hierarchy depth before downloading?
The presentation uses the existing Settings-level default that a Super User has configured under Settings → OKRs → Views.
Execute your strategy with confidence
Connect OKRs, tasks, and teams in one place with Profit.co
