OKR template to successful migration of sales reports from Metabase to Cube.js

public-lib · Published 4 months ago

Your OKR template

The stated OKR aims for a successful transition of sales reports from Metabase to Cube.js. Key indicators of success include full migration and confirming data validity for all reports by the tenth week. This shift will help the company leverage Cube.js's capabilities, assuring superior handling of data for sales reports.

By the sixth week, the goal is to convert half of the longitudinal sales reports to Cube.js. This progressive approach ensures a smooth transition while minimizing potential disruption to current operations. This phase-by-phase transfer helps in tracking issues and rectifying them before a full-scale transition.

Prioritizing feature identification and documentation within Cube.js during the first two weeks of the project is another objective. A comprehensive analysis to prioritize feature necessity will be carried out. This early-stage strategy helps in focusing attention on crucial functionalities needed for effective analysis of sales reporting data.

Another component of this OKR is creating detailed documentation for each identified feature. This includes listing all necessary features for Cube.js, allowing for greater transparency and understanding of the platform's capabilities. This initiative will distribute knowledge among the team members and build confidence in the new reporting system.

ObjectiveSuccessful migration of sales reports from Metabase to Cube.js
KRComplete migration and validate data integrity for all reports by week 10
KRConvert 50% of longitudinal sales reports to Cube.js by week 6
KRIdentify and document all features needed in Cube.js by the second week
Analyze and prioritize each feature's necessity
Write detailed documentation for each feature
List all required features for Cube.js

Use in Tability

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