Improve OKRs reporting with our Custom Fields for teams & users
Almighty OKRs reporting
Reporting plays a vital role in the management of today’s businesses. Managers examine structured sets of data to plan better and make more effective strategic decisions. They need to have a comprehensive grasp of what’s happening within the company in order to advance. One of the best ways to do that is through reporting on Objectives and Key results (presumably, you’ve had the good sense to start leveraging this powerful goal management framework).
Analyzing accumulated OKRs data is a way for you to paint the big picture. You can actually see how your strategic plan is going, identify strengths and weaknesses, and determine what needs more attention. You will have a more in-depth look not only into your team’s performance, but also the overall business health.
Still, you might want to make your OKRs reports even more informative and contextual for your business. The way to do that? Depending on the kind of data you’re seeking, you can now define custom fields for Gtmhub teams or individual users. The option for such granular reporting will help you gain better insight into your goal progress and easily identify ways to improve or streamline processes.
Until now custom fields were only available for Objectives, Key Results and Key Results updates. But then we were like “What would make Gtmhub users even more insightful?”. So, we have now added more custom properties on top of our standard fields!
1) Custom fields for Teams
Whoever can create custom fields (Admins and those with ‘Manage People’ permissions) can now set up and modify custom fields when editing a Gtmhub team.
If you are managing team members in different locations, you might decide on defining an ‘Office’ field. Afterwards, you can run reports via Insightboards, for instance, to see the difference in OKRs attainment between your US and UK team. Sounds useful, right? This way you could even stumble upon some surprising trends.
2) Custom fields for Users
Yes, you can do the same for individual users. For example, you could add a “Seniority” field with possible choices being: C-level, VP, Director, Manager, Individual contributor. You’d then be able to examine OKRs attainment or updates based on this classification.
You could make your Insightboards reports even more granular with properties like Job Title, Second Expertise, Region, etc. This way you’d be aware of who is struggling with goal progress and who to help. What is more, if there are multiple OKRs champions or an OKRs advocate program in the organization, you can use a custom field to make them easily identifiable in Gtmhub. This way it’s clear who people can reach out to in case they have questions or need assistance with their OKRs.
Did we mention the benefits?
Such flexibility in reporting will provide you with more transparency and clarity. You will be able to conveniently draw conclusions, make evidence-based decisions and firmly put your finger on the direction you and your team should be going.
Believe it or not, you can become more time-efficient! How? Well, instead of gathering data and crunching the numbers in Excel yourself, you can add more filters, narrow down the exact information you need and quickly get the answers to your questions.
Tailoring reports to your needs
Not everyone defines success in the same way. Every company, and every team has individualized objectives and targets, as well as different ways to meet them. This is where standard reporting often fails to cover your specific needs. So, when you’ve chosen the dimensions that make the most sense for your business, you’d be able to reach the best possible OKRs decisions.
If you want to see how exactly you can define custom fields, go to our online knowledge base.
You will soon be able to create custom fields for your Tasks and see which ‘to-dos’ help your goal progress the most.
So much more to come. Stay tuned!