Profit.co lets you export your OKR data as a PowerPoint presentation that lays out the full hierarchy of Objectives and Key Results. You can also choose a presentation style, including a side-by-side Plan vs Actual layout, before downloading it.
Table of Contents
- What Is the KR Progress Presentation, Hierarchical View?
- Why Does the KR Progress Presentation Matter?
- How Do I Download the KR Progress Presentation?
- What Happens When You Download the KR Progress Presentation?
- What Are the Best Practices for the KR Progress Presentation?
- Related Articles
- What Are Some Frequently Asked Questions About the KR Progress Presentation?
What Is the KR Progress Presentation, Hierarchical View?
The KR Progress Presentation, Hierarchical View is a PowerPoint export that lays out the full list of specified OKRs, Objectives and Key Results, in hierarchical order. You generate and download it from the OKRs page once it is enabled in Settings.
The customization screen for this view also includes a Presentation Style dropdown. KR Plan vs Actual View is a presentation style option that adds Plan, Actual, and Comments columns next to the hierarchy, so target and actual performance for every key result appear side by side.
Slide 2 lets you toggle Progress velocity, Filter criteria, Department details, and Value labels on the donut chart on or off. Slide 3 shows the review period inline with the objective name and lets you choose whether status appears as Lifecycle stage, Health status, or both.
Why Does the KR Progress Presentation Matter?
Before this presentation, understanding how OKRs across teams rolled up to higher-level goals meant piecing the hierarchy together manually, and comparing planned versus actual key result values meant switching between screens or compiling the numbers by hand. The Hierarchical View lays out the full OKR tree in one export, and KR Plan vs Actual View puts target and actual progress for every key result on the same slide.
The export also reflects whichever OKR filters are active when you generate it, so you can scope a presentation to a specific department, owner, or franchise without building a separate export each time. Because the presentation style is saved on the Hierarchical View customisation, you don't need to reconfigure it before each quarterly review.
The expanded slide controls let you tailor each export to its audience. Hiding filter criteria and value labels keeps executive-facing slides clean without losing the underlying data, choosing between lifecycle stage, health status, or both lets teams surface the exact status view a review needs, and showing the period inline with the objective name removes ambiguity in multi-period reviews.
How Do I Download the KR Progress Presentation?
Step 1
- Navigate to Settings → OKRs → Views from the left navigation panel and switch to the General tab.
- Enable the KRs Progress Presentation - Hierarchical View toggle.
- Open the KR Progress Presentation, Hierarchical View customisation, and on the Presentation Style dropdown, select KR Plan vs Actual View.
- After choosing the required template, click Save.
Step 2: Customize Slide Content
- In Slide 2, uncheck any combination of Progress velocity, Filter criteria, Department details, or Value labels on donut to hide them from the slide
- In Slide 3, select a status display option: Lifecycle stage + Health status, Lifecycle stage only, or Health status only
- Click Save to apply your selections
Step 3
- Navigate to the OKRs from the left navigation panel and choose the Key Result Progress Presentation based on Hierarchical view and check the slide preview.
- Choose the required OKRs and click Download.
What Happens When You Download the KR Progress Presentation?
| Scenario | What Happens |
|---|---|
| You select KR Plan vs Actual View from the Presentation Style dropdown. | Profit.co updates the slide preview immediately to show the hierarchy with Plan, Actual, and Comments columns, without exporting anything yet. |
| You choose the required OKRs and click Download. | Profit.co exports the presentation as a PowerPoint file scoped to the department and OKRs you selected. |
| You apply OKR filters before generating the presentation. | Profit.co scopes the exported presentation to only the filtered set of OKRs. |
| You return to the Hierarchical View customization for a future review cycle. | Profit.co keeps your saved Presentation Style, Slide 2 element selections, and Slide 3 status display option in place, so you don't need to reconfigure them. |
| You select a different presentation style after choosing KR Plan vs Actual View. | Profit.co replaces the saved style with the newly selected one for that Hierarchical View customisation. |
| You uncheck one or more elements, such as filter criteria or value labels, in Slide 2. | Profit.co hides those elements from the slide without removing the underlying OKR data. |
| You select a status display option for Slide 3. | Profit.co shows lifecycle stage, health status, or both for every Objective and Key Result on that slide, based on your selection. |
| You adjust Slide 2 or Slide 3 settings but don't click Save. | Profit.co keeps the previous slide layout in place, since the changes only take effect once you save them |
What Are the Best Practices for the KR Progress Presentation?
- Apply your OKR filters, such as department, owner, or franchise, before clicking Download, since the exported presentation only reflects whichever filters are active at that moment.
- Set KR Plan vs Actual View once on the Hierarchical View customisation if you run this review every quarter, since Profit.co keeps it as the saved presentation style until you change it.
- Review the slide preview before downloading, since it already shows exactly how the Plan, Actual, and Comments columns will look in the exported PowerPoint file.
- Reselect the Presentation Style dropdown deliberately if you need a different layout for a one-off review, since choosing a new style replaces the previously saved one for that view.
- Enable the KRs Progress Presentation - Hierarchical View toggle in Settings before trying to access it from the OKRs page, since the option won't appear until the toggle is turned on.
- Decide which Slide 2 elements to hide before presenting to executives, since progress velocity, filter criteria, department details, and value labels can each be turned off independently.
- Click Save right after adjusting Slide 2 or Slide 3 settings, since changes only apply to future downloads once saved.
Related Articles
- What is the End of Quarter Presentation function in Profit.co?
- How to customize the slides for the OKR Progress Presentation?
What Are Some Frequently Asked Questions About the KR Progress Presentation?
No. It is a presentation style option inside the existing KRs Progress Presentation - Hierarchical View customisation, once that view is enabled.
Yes. KR Plan vs Actual View is one option on the Presentation Style dropdown, so you can select a different style at any time.
It is a static PowerPoint file generated at the moment you click Download. Later changes to your OKRs are not reflected until you download the presentation again.
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