Coda Tutorial for Planning & OKRs

Explore

Coda Tutorial for Planning & OKRs

Coda Tutorial for Planning & OKRs

4. Drive execution

4.2 Create OKR dashboards

Steer leadership attention with OKR dashboards.

As your teams begins to execute on their OKRs, you’ll want a dashboard to quickly spot OKRs that require help from leadership, are stuck, etc. Once your teams are familiar with Coda and OKR planning, it is likely they will build many different dashboards for specific needs. At Coda, I use dashboards for team meetings and different dashboards for executive meetings, for example.

In this tutorial we will keep is simple though, and build a simple dashboard to show blocked and not yet started KRs.

⁠

⭐ What you’ll get

Interactive dashboard for executives to get an overview of how OKRs are tracking.

💼 What you’ll use

Views

Charts

⁠

1. Create a new page and pull in your OKRs.

Create a new page and name it Dashboards.

Click New page + at the bottom of the left side panel.

Title the page Dashboards.

On your new page, type “/table” and select Key results.

Name your new view All OKRs status chart.

2. Turn your raw table into a dashboard.

Now you’ll configure the table into a dashboard. This sounds like an overwhelming endeavor, but I think you’ll find it’s pretty simple. For each team, let’s create a pie chart of the status (red, green, yellow, orange) of their quarter’s objectives. From step one, we already have a view of our Key results table named All OKRs Status.

Click Options in the top righthand corner of the table.

Choose More in the sidebar to the right. Then select Chart.

Click on Chart display and choose Pie Chart from the Chart Type dropdown.

Under Category, choose Status.

Under Values, choose Key results and make sure it’s set to Count.

This setting means we are looking at the status, and for each possible status (red, green, etc) counting the number of key results of that status.

Tip: The slices of the pie may have unintuitive colors. So take a moment to make sure the labels and colors line up (e.g. Green to green, Red to red, etc.).

⁠

⁠

Just like that, you have your first dashboard chart!

3. Charts for individual departments or teams.

So how do you do this for individual departments or teams?

Copy the chart that you just created.

Paste it below the original. Now you have a view of the Key results table that looks just like All OKRs status chart pie chart.

Let’s make this a chart just for our security team. First, change the name to Core Product OKRs status.

Then click Filter, then Add filter. Select Department as the column you want to filter by.

Lastly, you’ll see a list of checkboxes under is any of.

Select Core Product from the list (or any department you have set up in your Teams table).

⁠

⁠

Now you have a chart just for your Core Product’s OKRs. You can rinse and repeat these instructions for the remainder of your departments. You can drag the charts by hovering the mouse over the 3 dot menu at their top left, until the mouse point changes to a hand. By dragging you can arrange the charts in multiple columns for example.

⁠

⁠

4. Display all KRs that are offtrack.

Surfacing key results that are off track can help leadership focus on what needs their attention. Surface these KRs to executives by adding a table with all red and orange KRs at the top of your OKR dashboards page.

At the top of your OKR dashboards page:

Create a view of your Key results table and name it Off track OKRs.

Type “/table” in the canvas.

Select Key results. This will create a view of your Key results table.

Name the table Off track OKRs.

Next filter the table by key results with a status of Red or Orange.

Click Filter in the top right corner of your table.

From the dropdown, select Status since that’s the field you want to filter based on.

Under Status, select is any of

Then select the Red and Orange statuses.

To make your table easier to read, group by Teams.

Find the Teams column. Right click anywhere in the column.

Select Group column, then choose Group along the left.

Tip: Depending on your needs, grouping by objective or department might make more sense.

⁠

⁠

Now what?

You have a simple dashboard that shows the how things are tracking across the organization and a deep dive into what’s actually off track.

For the next step,

4.3 Integrate OKR and dashboards into your team hub⁠

, you will maximize execution by bringing your planning doc into other docs where you work day to day.

Gallery

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.