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      • Athena Agents
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Business Intelligence Integration

Visualize your OKR progress in Power BI —
automatically

Stop rebuilding OKR reports from scratch each quarter. Connect Profit.co to Power BI and turn your goal data into live, executive-ready dashboards.

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Rated 4.7/5 by 500+ Strategy Leaders on

Why integrate

What you can do with Power BI + Profit.co

Turn your OKR data into visual intelligence — available in the BI tool your team already uses.

Live OKR Dashboards

Goal progress from Profit.co flows directly into Power BI — updated automatically. No CSV exports, no manual refreshes, no stale data on leadership screens.

Executive-Ready Reporting

Share interactive dashboards with leadership in one click. Filter by team, objective, or time period — no pivot tables, no manual slide decks required.

Data-Driven Accountability

See which objectives are on track, at risk, or off track across every team. Accountability becomes visible in the charts — not buried in weekly status emails.

Already using Power BI?

Install the Profit.co Goals app from Power BI AppSource in under 10 minutes.

Start Free — No Credit Card

Data sync

What data syncs

Profit.co pushes the following objects into your Power BI workspace via the Goals template app.

Goals & OKRs

Objective titles, key result scores (0.0–1.0), progress percentages, check-in timestamps, and completion status — all readable as Power BI datasets and views the moment you connect.

Teams & Owners

Filter OKR data by team, department, or individual key result owner. Power BI lets you slice performance data exactly as your org chart or reporting hierarchy is structured.

Time Periods & Check-ins

Quarterly cycle data and full check-in history sync across, so you can track progress over time and identify patterns in OKR performance across multiple quarters.

Background

Why combine Power BI with OKRs?

Power BI tells you what is happening in your business — Profit.co tells you whether you are hitting the goals that matter most. This integration connects both: your OKR progress data from Profit.co feeds directly into Power BI, giving leaders a single, visual view of strategic execution without rebuilding reports each quarter.

Getting started

Set up in 3 steps

No developer required. You’re live in under 10 minutes.

1

Install from Power BI AppSource

In Power BI, click “Get Apps” and search for “Profit.co Goals.” Find the Goals for Profit.co template app and click “Get it now” to install it into your Power BI workspace.

2

Connect your Profit.co account

Open the installed app, click “Connect your data,” and enter your Profit.co Base URL and API Key. Find both under Settings → Security → API Access in your Profit.co admin account.

3

Explore your OKR dashboards

Power BI creates datasets and views from your Profit.co goal data automatically. Use them to build, filter, and share live OKR dashboards with your leadership team.

View the Full Setup Guide →

Our Customers Are Saying

The impact Profit.co has made on their strategy and execution.

David M, Operations Manager

David M

Operations Manager

Springboard Your OKR Tracking to the Next Level

Profit.co takes the time to understand your business needs and then offer solutions on how to best leverage the product to drive your OKRs.

Nellie P, VP Asia Product Development and Commercialization

Nellie P

VP, Asia Product Development & Commercialization

Great tool to facilitate achievement

Using Profit.co conveniently provides visibility for our organization to have essential alignment on key objectives.

Ruben R, Director of Carrier Performance

Ruben R

Director, Carrier Performance

A complete and adaptable OKR software with fantastic support and speedy development cycle

The most impactful feature is the completeness of the suite of interconnecting modules for OKRs, tasks, employee engagement and performance management.

Hana H, Digital Health Solutions Territory Manager

Hana H

Digital Health Solutions Territory Manager – Northeast Region

A positive experience with Profit.co

It’s an excellent way to view a variety of my goals and progress in any given quarter.

Mark G, Vice President of Sales

Mark G

Vice President of Sales

The best People to work with to Manage your OKRs

The friendly and helpful team at Profit.co make creating and managing my OKRs an absolute breeze.

Jonathan F, Chief Operating Officer

Jonathan F

Chief Operating Officer

Awesome, easy to use Goal /Objective Management and People Mngt Solution

Easy to Use and Deploy. Intuitive, flexible and designed for ease of tracking, reporting, and trending.

Enterprise grade security

Keep your company’s data secure and compliant with industry-leading security standards and certifications.

FAQs

Have questions?

We got answers.

Yes. The “Goals for Profit.co” app is a native Power BI template application available directly from Microsoft AppSource. No third-party middleware or custom connectors are required — you connect using your Profit.co API key and Base URL.

Yes. Once connected, Power BI pulls your Profit.co goal data on demand. You can set up Power BI’s native scheduled refresh to keep dashboards current automatically — no manual exports or copy-paste required before your next leadership review.

The integration syncs OKR and goal data including objective titles, key result scores (0.0–1.0 scale), progress percentages, check-in timestamps, completion status, and team or owner information. Power BI creates datasets and pre-built views from this data that you can use immediately or extend.

The integration supports all key result types tracked in Profit.co — including Increase KPI, Decrease KPI, Percentage KPI, and milestone-based key results. All progress data is accessible as a dataset in Power BI, so you can build visualizations for any key result type your team uses.

The Profit.co Goals for Power BI template app is free to install from AppSource. Access to Profit.co goal data requires a Profit.co paid plan. You can test the full integration during your free 30-days trial — no credit card required to start.

No. Setup takes under 10 minutes and requires no code. You will need a Power BI account (any paid tier), and your Profit.co API Key and Access Key — both found in your Profit.co admin account under Settings → Security → API Access.

Yes. Once the dataset is configured in Power BI, you can share dashboards and reports with any team member who has Power BI access — using standard Power BI workspace sharing and row-level security controls. There is no per-user limit on dashboard viewers on the Profit.co side.

Yes. Profit.co is SOC 2 Type II certified and GDPR compliant. All data is encrypted in transit and at rest. The Power BI integration authenticates via API key and operates within your existing Power BI tenant — your data never passes through a third-party server. Review the full security overview at profit.co/data-security.

Can’t find your answers?

Get in touch with us we are happy to assist you!

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Other BI & Data Integrations

Tableau

Connect Tableau to Profit.co to pull live OKR data into your existing Tableau dashboards and visualisations.

Learn more →

Google Sheets

Sync OKR progress from Profit.co into Google Sheets for lightweight reporting and easy sharing across teams.

Learn more →

MS Excel

Keep Excel templates connected to live Profit.co OKR progress — no manual exports or copy-pasting required.

Learn more →

Snowflake

Feed Profit.co OKR data into your Snowflake data warehouse for cross-platform analytics and reporting.

Learn more →
See all 100+ integrations →

Make your OKR data work
inside Power BI

Join 1,500+ companies who use Profit.co to align teams around the goals that matter most.

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PRODUCTS

  • AI Agents
  • Product Overview
  • Product Tour

STRATEGY

  • OKRs
  • Balanced Scorecard
  • Hoshin Kanri
  • Strategy Roadmap

PERFORMANCE

  • Performance Review
  • Employee Recognition
  • Pulse Surveys
  • Meetings

PROJECTS

  • Project & Portfolios
  • Strategic Portfolios
  • Tasks
  • Timesheets
SOLUTIONS
  • Healthcare
  • Financial Services
  • Non Profit
  • Retail Industry
  • Energy Utilities
  • Manufacturing
  • Government Public Sector
  • Technology
  • Transportation Logistics
COMPANY SIZE
  • Enterprise
  • Mid Market
  • Small Business
ROLES
  • CEOs
  • HR Leaders
  • Individual Contributors
  • Managers
  • PMO Leaders
  • Strategy Leaders
  • Operations leaders
INTEGRATIONS
  • Slack
  • Microsoft Teams
  • Google Workspace
  • Azure
  • Jira
  • Salesforce
  • SAP
  • Workday
  • Oracle
  • OKTA
  • View all integrations
COMPARISON
  • Profit.co vs Lattice
  • Profit.co vs 15Five
  • Profit.co vs WorkBoard
  • Profit.co vs Tability
TEAMS
  • PMO Teams
  • HR Teams
  • Founders & Executives
  • Finance Teams
RESOURCES
  • Customer Stories
  • OKR Certification
  • eBooks
  • KPIs Library
  • OKR Examples
  • OKR Webinars
  • Blog
  • Release Updates
  • ROI Calculator
  • API Documentation
  • Status
  • G2 Reviews
SUPPORT
  • Help Center
  • OKR University
  • Answers
COMPANY
  • About Us
  • Why Profit.co
  • In the Press
  • Pricing
  • Our Partners
  • SLA
  • Contact Us
  • AI Info Page
PRIVACY & POLICY
  • Privacy Policy
  • Terms of Service
  • Security
MCP
  • Chatgpt
  • Claude
  • Profit.co MCP

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