How do I download OKR Progress Presentation in Profit.co ?

Category: OKRs

Profit.co provides an option to download your OKR Progress Presentation. 

Why this feature?

  • The main use of this feature is to Download your progress report for the week or quarter periods with a single click, instead of preparing it manually. 
  • This feature helps you to save time and get ready with a presentation within a minute.

Step 1

To access the OKR Progress presentation you should enable the OKR Progress Presentation toggle from Settings → OKRs→ Views left navigation panel.

Note: Only super users have access to Settings.

Note: You can customize the OKR Progress Presentation and choose the required template (OKR List, OKR List with Check-in Charts, and OKR Table). Additionally, you can view your check-in comments in the OKR List with check-in Charts template. When selecting this template, you can download your presentation along with the check-in comments

template

Step 2

To prepare a presentation on the OKR progress of the Sales department, navigate to OKRs from the left navigation panel. 

Click on the Department name and then click the presentation icon. a drop-down will appear where you can select the required one.

Step 3

In the OKR Progress Presentation, fill in the required detail.

You can also add speaker notes to your presentation by enabling the Speaker Notes toggle.

You will be provided with a list of notes that you can add. 

You can also select multiple periods by clicking on the Period option.

After entering all the required information, click Download.


Note: You have the option to select your preferred presentation style from the OKR progress presentations.

Step 4

The OKR Progress presentation will be downloaded for the respective department that you select.

Note: You can see the OKR score on the downloaded presentation.

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To learn more about End of Quarter Presentation, click here.

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