Plan your year with OKRs - track your progress with metrics (Coda tool)
Today's build is another in the planning lineup - an OKR tracker that not only tracks metrics—like events held or sales made—but also fosters collaboration through regular team check-ins. Learn how to build formulas and features to measure progress, update confidence ratings, and view historical trends all in one streamlined system.
Join me as we put it together step-by-step!
This tool is available now in the Coda Guild Library - come join an exclusive community of Coda builders and learners - or just buy the templates: https://www.codaguild.com/
Comment and submit an idea for a future tool build, and if I choose it for an episode, I'll give it to you for free.
I build these tools every week for Coda Guild, and all the other days for clients. If you need a tool prototyped quick, check out my website: https://www.morningstrategy.ca/
time gazing:
0:00 intro to the build
4:48 making the base OKR tables
14:27 KR confidence rating
25:43 check-ins display set up
33:16 filtering KRs within the check-in
42:55 KR status updates
48:20 Check-in buttons
58:05 dynamic KR confidence ratings
1:00:38 new KR button and layout (RunActions)
1:09:36 new check-in button (SetControlValue)
1:24:13 Objectives layout
1:29:36 Check-in or Update button
1:41:28 metrics and measures
1:58:23 user settings - thresholds
2:04:57 conditional formatting