OKR template to construct an interactive dashboard in Tableau
Your OKR template
After completing the training, the subsequent goal is to implement received feedback and finalize the dashboard with at least 90% functionality. This involves incorporating feedback revisions into the dashboard, analyzing received feedback for potential improvements, and debugging and finalizing the dashboard to achieve the desired functionality.
The third objective is to design and build a prototype of the dashboard for team review. This requires developing initial design sketches of the dashboard, building a clickable prototype using design tools, and scheduling a team review meeting to discuss the prototype.
Upon completion of these objectives, the interactive Tableau dashboard will be not only functional but also offer user-friendly interactivity. With necessary training and focus on receiving feedback for improvement, this OKR ensures a comprehensive approach towards achieving the desired results.
ObjectiveConstruct an interactive dashboard in Tableau
KRComplete introductory training on Tableau platform within first 3 weeks
Dedicate specific study hours each week for training- Complete all training exercises and assignments within 3 weeks
- Enroll in the Tableau introductory course
- KRImplement received feedback and finalize the dashboard with at least 90% functionality
- Incorporate feedback revisions into the dashboard
- Analyze received feedback for potential improvements
- Debug and finalize dashboard to reach 90% functionality
- KRDesign and build a prototype of the dashboard for team review
- Develop initial design sketches of the dashboard
- Build a clickable prototype using design tools
- Schedule a team review meeting to discuss the prototype
How to edit and track OKRs with Tability
You'll probably want to edit the examples in this post, and Tability is the perfect tool for it.
Tability is an AI-powered platform that helps teams set better goals, monitor execution, and get help to achieve their objectives faster.
With Tability you can:
- Use AI to draft a complete set of OKRs in seconds
- Connect your OKRs and team goals to your project
- Automate reporting with integrations and built-in dashboard
Instead of having to copy the content of the OKR examples in a doc or spreadsheet, you can use Tability’s magic importer to start using any of the examples in this page.
The import process can be done in seconds, allowing you to edit OKRs directly in a platform that knows how to manage and track goals.
Step 1. Sign up for a free Tability account
Go tohttps://tability.app/signup and create your account (it's free!)
Step 2. Create a plan
Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.
Step 3. Use the magic importer
Click on Use magic import to open up the Magic Import modal.
Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.
Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!
Now, just click on Import from text and let the magic happen.
Once your example is in the plan editor, you will be able to:
- Edit the objectives, key results, and tasks
- Click on the target 0 → 100% to set better target
- Use the tips and the AI to refine your goals
Step 4. Publish your plan
Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.
From there you will have access to all the features that will help you and your team save hours with OKR reporting.
- 10+ built-in dashboards to visualise progress on your goals
- Weekly reminders, data connectors, and smart notifications
- 9 views to map OKRs to strategic projects
- Strategy map to align teams at scale