Profit.co lets you narrow the OKR list down to the Objectives and Key Results scheduled for one or more periods you choose, instead of scrolling through every period at once.
Table of Contents
What is the Period Filter?
OKRs in Profit.co are organized by period, a year divided into quarters, along with any custom periods your organization has created. The period filter, available on the OKR list page, lets you select one or more of these periods and narrows the list to only the Objectives and Key Results scheduled for them.
Checking a period selects only that period by default. Checking 2026 does not automatically include Q1-2026 through Q4-2026; each period you check narrows the list strictly to items scheduled for that period alone. To include a period's quarters or other sub-periods, add them explicitly using the + sub periods control next to that period.
Why Does the Period Filter Matter?
Without the period filter, reviewing OKRs for one quarter means scanning past every other period on the list. Selecting a period narrows the list immediately, so quarterly and annual reviews only show what's relevant to that cycle.
This keeps recurring check-ins and reviews focused, since teams can isolate exactly the goals due for a given period instead of tracking progress against items outside the current review window.
How Does the Period Filter Work?
Step 1: Open the Period Filter
- Navigate to OKRs and open an OKR list, such as All OKRs.
- Click the Period filter icon at the top of the list.
Step 2: Select a Period
- Open the Period drop-down.
- Check the period you want to filter by, for example 2026.
Step 3: Add Sub-Periods if Needed
- Click + sub periods next to a checked period to include its quarters or other sub-periods in the selection.
- The control switches to − sub periods once they're added.
Step 4: Review the Filtered List
- The Objectives and Key Results scheduled for exactly the checked periods are displayed.
Step 5: Hide Items in Other Periods if Needed
- Check Show only items in the selected periods to hide items in other periods, even where they sit under a matching parent OKR.
Note
Checking a broader period like 2026 no longer includes its quarters automatically. Use + sub periods to add them back in, and Show only items in the selected periods to hide non-matching items without changing any OKR's progress values.
What Happens When You Use the Period Filter?
| Scenario | What Happens |
|---|---|
| You check a single period, such as Q4-2023. | Profit.co displays only the Objectives and Key Results scheduled for Q4-2023 itself. |
| You check an annual period, such as 2026, without adding sub periods. | Profit.co displays only items assigned to 2026 itself, excluding items set to Q1-2026 through Q4-2026. |
| You click + sub periods on a checked period. | Profit.co adds that period's quarters and other sub-periods to the selection, and the control switches to − sub periods. |
| You check Show only items in the selected periods. | Profit.co hides items in other periods even when a parent OKR matches the selection, without changing any OKR's progress values. |
| You select a custom period from the list. | Profit.co treats it as a separate entry and applies the same period-matching rules as standard quarters and years. |
What Are the Best Practices for the Period Filter?
- Check the specific period you're reviewing first, since periods no longer roll up their quarters automatically. Add sub-periods deliberately with + sub periods when you want the broader view.
- Use + sub periods when preparing a rolled-up annual review, rather than assuming a checked year already includes its quarters.
- Turn on Show only items in the selected periods when a matching parent OKR is pulling in child items you don't want to see, since it hides them without touching any progress values.
- Watch for custom periods in the list if your organization uses them, since they follow the same period-matching rules as standard quarters and years but are easy to overlook.
Related Articles
What Are Some Frequently Asked Questions About the Period Filter?
Yes, the period selector lets you select one or more periods, such as 2026 and Q3-2026, together.
Yes. Custom periods appear as separate entries in the period list and follow the same rules as standard periods.
Only what's displayed. Selecting a period narrows the visible list; it doesn't modify any Objective, Key Result, or their values.
Checking a period now selects only that period by default. Use + sub periods next to it to include its quarters or other sub-periods, the same way you could see them before this change.
Execute your strategy with confidence
Connect OKRs, tasks, and teams in one place with Profit.co
