Objectives and Key Results (OKR/KPI)
The Objectives module in Flowtly brings OKR (Objectives & Key Results) and KPI tracking into your performance workflow. It lets you define clear goals at every level of the organization and measure progress through weighted Key Results — so everyone from the CEO to an individual contributor can see what success looks like and how close they are to it.
Where to find it
Navigate to Performance → Objectives in the main sidebar. The page has three views:
- Organisation — all objectives set at the company level.
- Team — objectives scoped to a department (filtered by team membership).
- Mine — objectives assigned to you personally.
Objectives and Key Results
An Objective is a qualitative goal that describes what you want to achieve (e.g. "Improve customer onboarding experience"). Each Objective is broken down into one or more Key Results (KRs) — measurable outcomes that define what "done" looks like.
Every Key Result has:
- Weight — how much this KR contributes to the overall Objective realization (expressed as a percentage; weights across all KRs of one Objective should sum to 100%).
- Status / outcome — the assessed outcome of the KR: met or exceeded (full credit), partial (half credit), or missed / not yet assessed (no credit).
How weighted realization is calculated
The overall realization of an Objective is the weighted average of KR outcomes. Each KR contributes a score based on its assessed outcome:
- Met or exceeded → 100% credit
- Partial → 50% credit
- Missed / not assessed → 0% credit
Objective realization = Σ (KR outcome score × KR weight) / Σ KR weights
For example, if an Objective has two KRs — one at 60% weight assessed as met (100% credit) and another at 40% weight assessed as partial (50% credit) — the Objective realization is (0.60 × 100%) + (0.40 × 50%) = 80%.
Objective levels
Objectives can be created at three levels, making it easy to cascade goals across the organization:
| Level | Who sees it | Typical use |
|---|---|---|
| Company | All members of the organization | Strategic priorities, annual targets |
| Department | Members of the relevant department | Departmental milestones, department OKRs |
| Individual | The specific employee (and their manager) | Personal development goals, role-specific KPIs |
Each member sees the Objectives relevant to their level in the Mine and Team views, reducing noise while keeping broader company goals visible in Organisation.
Standalone Key Results
Not every metric needs to belong to a formal Objective. Flowtly supports standalone Key Results — KRs added inside a cycle-less Objective, not tied to a formal review cycle. This is useful for tracking ongoing KPIs (e.g. monthly churn rate, response time SLA) that are important but do not map to a time-boxed goal.
Standalone KRs appear alongside regular KRs in the relevant view and can be updated at any time.
Creating an Objective with Key Results
- Go to Performance → Objectives.
- Click Add Objective (or the + button in the appropriate view tab).
- Set the title, level (company / department / individual), and owner.
- Add one or more Key Results inside the Objective card. For each KR, specify a title, weight, and initial status.
- Save the Objective. The weighted realization will update automatically as KR outcomes are assessed.
To add a standalone Key Result, open the relevant Objective card and add a Key Result inside it — the Objective itself can be cycle-less (no formal review cycle attached).
Example use cases
- Align the whole company on a quarterly strategy: Create company-level Objectives and let departments create supporting department-level Objectives that roll up toward the same direction.
- Track individual development goals: A manager sets individual-level Objectives for a direct report; the employee updates KR outcomes during 1-on-1s.
- Monitor continuous KPIs without a formal cycle: Add Key Results inside a cycle-less Objective for metrics you track month-over-month, such as NPS score or support ticket resolution time.
