Axy OKR User Guide V4 published

Step-by-step Guide for Setting Up and Using Axy OKR

Version 1.4, Oct 2019

COPYRIGHT Axy7.com


Table of contents

Table of contents

Axy OKR

Objective and Key Results: OKRs

What is this guide about

Starting Up with your OKRs

Company goal, Main Objectives, and Key Results

Aligning your OKRs

Using Axy OKR

Planning

The planning cycle for the Year

Period planning cycles

Execution

Wrap-Up

Objectives and Key Results in detail with Axy OKR

Objectives

Define an objective

New Objective

Key Results

Define a Key Result

New Key Result

Tracking Key Results with Reports

When and How bound reports are Refreshed

Tree View

Using the Tree View

New Objective from Tree View

Axy OKR Dashboards

Managing OKRs evolution

Planning Dashboard

Execution Dashboard

Wrap-Up Dashboard

Axy OKR Customization Setup

OKR - Best Practices

Automation Parameters

Notifications Parameters

Axy OKR Installation

Install Axy OKR in your Salesforce org

Assign Axy OKR licenses in your Production environment

Assign Axy OKR Permission Sets

Providing access to Axy OKR Reports and Dashboards

Access to Axy OKR Logs

Uninstall Axy OKR


Axy OKR

Axy OKR is the best tool to implement Objectives and Key Results methodology and management system into your organization.

Objectives and Key Results (OKRs) methodology is a widely spread strategy for goal setting within the best and high growth organizations. The purpose of OKRs is to connect company, team, and personal goals to measurable results while having all team members working together in one unified direction.

OKRs were first introduced and defined in Intel by Andy Groove. And nowadays OKRs are a fundamental piece for guiding organizations like Google, LinkedIn, Intel, Zynga, Sears, Oracle….

Objective and Key Results: OKRs

An Objective represents WHAT you want to achieve. Objectives are qualitative goals. They have to be ambitious and set the direction and focus of the company, team or individual in a period of time. The objective has to be significant and action-oriented but challenging: the principle of inspiration.

The Key Results define HOW you are going to achieve that Objective. Key Results have to be specific, time-bound, and metric-driven; measurable and verifiable. They have to show the path to reach the objective.

The Objective is the desired outcome and the Key Results are the measurable steps or “pieces” required to achieve that outcome. It is necessary to define enough and relevant KRs that, when reached, produce the outcome. To produce the outcome when reached, it will be necessary to define the quantity and relevant KRs.

OKRs, to which we will refer frequently throughout this guide, are the set of objectives with its key results.

Let's see it with an example:

Objective:

  • Improve Sales Team satisfaction

Key Results:

  • Define Team Building Activities plan by April
  • Coaching of key people in the Sales team by May
  • Team building activities Q1 plan execution
  • Employee Satisfaction Survey by mid-June: Employee Satisfaction Index >89%

This objective has been defined for the second quarter of the year (Period) and it has four Key Results, each of them with a Due Date and a Target Result, so therefore totally measurable.

OKRs have to enable the whole organization to work in the same direction (Alignment), with a common and clear target (Focus), easily measurable (Tracking) that motivates people to deliver the best of themselves. (Stretching).

Focus-Alignment-Tracking-Stretching are the characteristics of good OKRs and as John Doerr defined in his book Measure what matters, the “Superpowers” that OKRs provide to organizations

OKRs are driven and conveyed from the top-level of the organization: CEO or organization leader will set the Company Goal, normally for the year.

Alignment is key for organization success. By aligning OKRs, you can set Top-Down or ask for Bottom-Up objectives

Setting Top-Down objectives will ensure that the organization is totally aligned with Company Goals. And asking for Bottom-Up objectives will leverage the commitment, innovation, and knowledge of every person in your organization to reach your goals.

A good balance between both types of objectives is key for OKRs implementation success. A best practice is set at least 50%-60% of the objectives Top-Down.

In order to guarantee alignment in the organization, any sort of objective has to be related to the Company Goal in some way: it could be related directly to the Company Goal or it could be related to an upper Objective through a parent Key Result. Each objective in the organization has to be related and contribute to another objective through one of its key results.

In this way the whole organization will be aligned with the Company goal and the Main Objectives.

On the following pages, we will show you how to use Axy OKR to easily set and manage OKRs within your company or organization.

What is this guide about

This guide will show you how to:

  • Setup OKRs for the first time, following a quick and easy wizard, that will help you define your Company Goal: the main OKRs at the company level, the periods in which you will focus your execution and the planning and wrap-up cycles.
  • Align the OKRs definition and execution for your organization, setting Top-Down and Bottom-Up OKRs in a very easy manner thanks to the Tree view. We will explain these concepts later in detail.
  • Use Axy OKR to manage the planning, execution, and wrap-up cycles for your OKRs.
  • Define Objectives and Key Results in detail, to leverage all the functionalities of Axy OKR.
  • Analyze the OKRs implementation, thanks to the Axy OKR dashboards
  • Administrate the settings to customize Axy OKR for your own organization.

In this guide, Salesforce admin will find as well how to:

  • Install Axy OKR in your Salesforce org.
  • Assign app profiles and permissions
  • Assign Axy OKR licenses
  • Access to app logs

Starting Up with your OKRs

Company goal, Main Objectives, and Key Results

With Axy OKR you must first define the Company Goal. The Company Goal sets the direction for the year. It defines the whole organization's target.

Company goal will be split into the Main (Company) Objectives. You should define 2 to 5 main objectives for your organization to stick to as the company goal.

Main Objectives will also have to be defined for the year. Owners of these Main Objectives can be the CEO or his/her Directors or VPs.

First you have to define 2-5 Key Results for every Main Objective.

Then you have to think of the Period for OKRs execution and management. The quarter is the period that is most used. A quarter is short enough to ensure we maintain the focus on the objective and long enough to execute and to be reviewed several times.

Axy OKR will also allow you to define the Planning and Wrap-Up cycles. Planning cycle is the number of days you will use to plan (define) the OKRs for the next period. Wrap-Up cycle is the number of days used to review and learn from OKR execution from the previous period.

Axy OKR provides a Wizard that will guide you through 4 simple steps, to define your Company Goal, the Period and Cycles, the first Main (Company) Objective and Key Results to define the “how” and measure the achievement.

  1. Navigate to Company Goal Wizard in Home tab
  2. Click on New
  3. Define Company Goal and Company Goal Period to achieve it
  4. Define OKRs Period Frequency, Planning and Wrap-Up
  5. Define Main OKRs for the CEO or Main Manager
  6. Review what you have defined and save

In our example:

  • Company Goal: First one in market share in 2019
  • Main Objective: Double size at the end of fiscal year 2019
  • Yearly objective
  • Period for OKRs: Quarter
  • Planning and Wrap-Up cycles: One week
  • Key Result 1: Launch at least two new product releases
  • Type: Boolean
  • Key Result 2: $57M revenue in 2019
  • Type: Currency
  • Key Result 3: Increase employee satisfaction by 20%
  • Type: Percentage

Important note: The Company Goal created with the Wizard is set as Not Public. As far as you maintain the Company Goal as Not Public, only users with Axy OKR - C Level permission can see that Company Goal.

This behaviour is enforced in order to permit C Level users to define and agree the main OKRs prior to make them public to the rest of the organization.

Once you are ready to start the OKR setting for the rest of the organization, change the Company Goal to Public.

Axy OKR will generate everything automatically and you can define other 1 or 2 Main Objectives and their related Key Results (Go to section Objectives to learn how to define them).

Now you are ready to start with your OKRs planning cycle and for the alignment with your team.

Aligning your OKRs

Alignment is key for organization success. For aligning OKRs, as we have mentioned previously, you can set Top-Down or ask for Bottom-Up objectives

A good balance between both types of objectives is key for OKRs implementation success. A best practice is set at at least 50%-60% of the objectives Top-Down.

Top-Down Objectives

Top-Down objectives should be set at company and team levels:

  • CEO/Organization leader set Top-Down objectives to their VPs
  • VPs set Top-Down objectives to their Managers
  • Managers set Top-Down objectives to their team members.

You can set Top-Down objectives defining the child objectives of one of your KRs and assigning them to your team.

Each of your KRs that you want to align Top-Down should have 2-5 Objectives for your team.

Let's see how to do it with Axy OKR:

  1. Navigate to Objectives
  2. Go to the objective you want to set Top-Down
  3. Navigate to Key Result tab in the Objective
  4. Select one of the KRs and go to Child Objectives
  5. Define a New objective
  6. Assign it to a person in your team

Repeat for every Objective you want to set Top-Down.

A best practice is to leave the Key Results for the team. You know WHAT you want them to achieve and they know HOW to do it.

Bottom-Up Objectives

Your team will align their objectives, either defining their Bottom-Up OKRs or the KRs for the Objectives you have set Top-Down. Ask them to do it (Go to section Objectives to learn how to define them).

Each of the objectives of your team has to be related and contribute to one of your OKRs or other upper OKRs.

Alignment view

At this moment in the PLANNING of your OKRs for the year, the complete organization will see your company OKRs and can align their efforts towards them. (Be sure your company goal and the objectives that have already been set have the PUBLIC switch checked)

Then your team will continue setting down the objective through the different levels of your organization, following the same process.

This process of Bottom-Up and Top-Down objectives definition, performed sequentially at every level and by every team in the organization, will end with the complete alignment of everyone with the Company Goal and the main objectives.

Axy OKR has a powerful Tree view of the objectives, so anyone in the company can see the alignment of everyone else ́s objectives.

Using Axy OKR

Planning

The planning cycle for the Year

As we have said at the beginning, the first step is to set up the OKRs for the company for the year: the Company Goal and the Main Objectives. The Wizard that was previously described will guide you on how to achieve it. This is the first planning phase. To give an example, at the C-Level you will:

  • Define Company Goal
  • Set the Top-Down objectives, several or all Main Company Objectives to the C-level.
  • The C-level team will define Key Results for those Main Objectives
  • Ask them for Bottom-Up objectives. C-Level will discuss and set them.

Then Planning will go down through the organization:

  • C-Level will set Top-Down and ask for Bottom-Up objectives.
  • The same process will be followed by Managers with their teams
  • Every individual will finally have their Top-Down objectives and set the Bottom-Up ones.

Period planning cycles

During the year you will have other planning cycles, one for each of the periods you have defined. Typically per quarter, you have to:

  • Define the quarterly Objectives for the company
  • Cascade Top-Down OKRs into the organization
  • Ask for Bottom-Up OKRs
  • Have team objectives discussions
  • Approve objectives if needed by managers

In order to manage the progress of Planning cycle, Axy OKR provides the Planning Dashboard

Execution

Execution cycle starts automatically at the Period starting date.

What to do in the execution phase:

  • Update manual type KRs (a suggestion is to do it weekly)
  • Update Tasks in TODO type KRs
  • Review KRs progress automated by bound reports (see Tracking key results to know about tracking Automation)
  • Review Objective progress and forecast in the Stats tab (go to Objectives to see every detail)
  • Suggestion: Weekly/bi-weekly tracking of Objectives and KRs in order to take actions and understand the validity of the planned OKRs
  • Execute, Execute, Execute!!

In order to manage the progress of Execution cycle, Axy OKR provides the Execution Dashboard

Wrap-Up

The wrap-up cycle starts automatically at the Period end date.

What to do in Wrap-Up cycle:

  • Update the final result of every manual type OKRs, including the last tasks for the KRs based on tasks
  • Sit down with your manager to discuss your progress on OKRs during the past period.
  • Receive his/her feedback
  • Think of and review the validity of the actions and key results that have been defined in order to reach the objective. Analyze whether obtaining the key results have actually contributed to the objective or not
  • Score the objectives. Axy OKR will show you, as a guidance, the Progress % of the objective according to the KR actual results and the assigned weights. But you and your manager have to really score the Objective. This scoring is a number between 0 and 1:
  • 0.7 to 1.0 = green. (We delivered.)
  • 0.4 to 0.6 = yellow. (We made progress, but fell short of completion.)
  • 0.0 to 0.3 = red. (We failed to make real progress.)
  • Learn from it to plan the following period

In order to manage the progress of Wrap-Up cycle, Axy OKR provides the Wrap-Up Dashboard


Objectives and Key Results in detail with Axy OKR

Objectives

Define an objective

An Objective represents WHAT you want to achieve. The Objective will also require defining HOW you are going to achieve that by creating Key Results.

In order to guarantee alignment in the organization, any objective has to be related to the Company Goal in some way:

  • It can be related directly to the Company Goal, as with the Main Objectives
  • It can be related to a parent Key Result

Relating a child objective to a parent Key Result means that your objective is aimed to contribute in some way to that OKR.

Objectives have Level and Type. The Level is implicitly detected from the parent relation. The Type could be Company, Team or Individual.

The Objective also needs to have a Period where it is supposed to be achieved

An objective is normally related to an upper-level Key Result. But it can be related as well to someone's key result at the same level, in his/her team or in other areas of the organization.

New Objective

Follow the next steps to define an Objective

  1. Navigate to Objectives tab
  2. Click on New
  3. Define Objective Name, Status, Type, Period and Parent Key Result to align
  4. Decide start and end dates for your objective
  5. Review what you have defined and save

In our example:

  • Objective Name: Improve pre-sales support
  • Status: Active
  • Type: Individual
  • Period: Q2 2019
  • Parent Key Result: 250% pipeline coverage in Q2

Objective Ownership

The owner of and objective is, by default, the one that has created it. When you create OKRs for other, following the Top Down practice, you have to change the owner

An Objective represents WHAT you want to achieve. The Objective will also require defining HOW you are going to achieve that by creating Key Results.


Key Results

Define a Key Result

Every objective could have from 3 to 5 Key Results. These Key Results define HOW we aim to reach our objective (the WHAT).

Key results in Axy OKR can be typed as boolean, numbers, TODO lists… any of the types allow assigning a target value to a Key Result in order to measure the progress.

A really powerful feature is the possibility of binding a Salesforce report to automate the progress tracking of the key result.

Axy OKR automatically runs the bound report every night in order to update the Key Result’s result and update the objective progress.

New Key Result

Go through the following steps to define a Key Result

  1. Navigate to Key Results tab
  1. Or, if you are on the Objective page, navigate to Key Results subtab
  1. Click on New
  2. Define Key Result Name, Status, Objective, Result Type, and Target Key Result
  3. Decide Due Date for your key result
  4. Define the Weight: Percentage of objective contribution. This is normalized by default.
  5. Review what you have defined and save

In our example:

  • Key Result Name: Support at least 4 new sales opportunities
  • Status: Active
  • Objective: Improve pre-sales support
  • Result Type: Individual
  • Target Key Result: 4
  • Due Date: June, 20th 2109
  • Weight: 35%

Tracking Key Results with Reports

A very unique feature of Axy OKR is the possibility to track and measure the progress of a Key Result binding Salesforce reports to them.

You can set any aggregated report field of any report to the Key Result you want to track. A few examples:

  • Pipeline coverage, quota attainment, revenue amount… for Sales KRs
  • Average case time resolution, percentage of First Call Resolution… for Customer Care KRs
  • Number of MQLs, SEM efficiency by UTMs… for Marketing KRs
  • The number of New Distributors, revenue from Dealers… for Channel Sales KRs
  • ...

Go through the following steps to bind a report to a Key Result

  1. Browse to any Key Result page
  2. Click on Automation sub-tab
  3. Toggle on the Automation Mode switch
  4. Search the report you want to bind
  5. Select the Aggregate Field of the report you want to use to track the Key Result
  6. A success message will appear as Axy OKR is running the report and updating the result

In our example:

  • Key Result Name: 250% Pipeline coverage in Q3
  • Bound report: Quarterly Pipeline Coverage
  • Aggregate Field Name: Pipeline coverage

Important note: Axy OKR runs the report using the objective’s owner user. This means that visibility sharing settings are applied, so the data gathered from the report is the correct one for every Key Result owner.

When and How bound reports are Refreshed

Axy OKR will refresh automatically each KRs with a bound report scheduling a job to run the report on behalf of the owner.

Axy OKR will schedule the jobs with the frequency defined in the Automation Interval in minutes field defined in the Axy OKR Setup tab in the Automation section.

Bound reports can be refreshed as well by pressing the Refresh Result button at any time in the Key Result main view. This will only work for the owner of the OKR.


Tree View

Using the Tree View

Alignment is key for organization success. For aligning OKRs, the Tree View is a powerful visual tool. You will be able to:

  • See the complete scheme of OKRs dependencies and contributions.
  • You will find how every objective owner is contributing to the parent OKR
  • Objective details and key results are accessible by clicking on every box
  • You can navigate on the tree opening and closing levels

A good practice to define and align objectives is to create them directly from the Tree View

New Objective from Tree View

Go through the following steps to define an Objective

  1. Navigate to Tree View tab
  2. Look into the tree for the Objective you want to contribute, going up and down through the levels
  3. Click on Key Results label in the objective box. A popup with the Key Results will appear
  4. Click on the 👁 symbol. The Key Result page will appear
  5. Navigate to Child Objectives subtab and then click New


Axy OKR Dashboards

Managing OKRs evolution

OKR methodology success depends very much on continuous management, planning, executing and wrapping up, and then starting again.

Axy OKR provides a complete set of reports and dashboards to facilitate the adoption and the management of OKRs for every phase and stage.

Planning Dashboard

In the Planning cycle, you want to make sure everything is ready to start execution. Planning dashboard shows to you:

  • Periods in Planning Cycle. Usually the following quarter
  • Objectives by Status. How the organization is progressing on objectives definition and approvals
  • Objectives by User and Status. How everyone is progressing on objectives definition and approvals
  • Users with objectives with less than 3 KRs. To be sure that everyone applies OKR best practice of having at least 3 KRs per objective. Or investigate if they have a reason for that.
  • Key Results by Status. How the organization is progressing on Key Results definition and approvals
  • Key Results by User and Status. How everyone is progressing on Key Results definition and approvals

Go through the following steps to access to Planning Dashboard

  1. Navigate to Dashboard tab
  2. Go to Planning OKR Dashboard in Axy OKRs Dashboards folder
  3. Refresh it and browse


Execution Dashboard

When you are in execution you should review every two weeks how the organization is progressing towards the OKRs. You can not wait till the last moment to see if you, your team or the organization are in the good direction.

OKRs should be flexible, and if any of them is not working, you should decide to change it even before the period ends.

Axy OKR provides a set of reports in the Execution Dashboard that allows you to detect the OKRs progress, and take action on it.

Execution dashboard shows to you:

  • Periods in Execution Phase. Usually the actual quarter and the year
  • Progress by Objective Type. It shows the percentage of objective progress per type: Company, Teams, and Individuals
  • Objectives achievement forecast. Axy OKR calculates achievement forecast based on Time Progress and Objective Progress. This report helps to focus on those objectives that probably will not be accomplished, so corrective actions should be taken.
  • Objectives Progress. Ranking of objectives as per progress
  • Key Results Achieved by Period. The number of already achieved and not yet achieved
  • Objectives with Overdue Date. Tracking of objectives with a past due date
  • Objectives with On Track Key Results. Tracking of objectives with the percentage of on-track Key Results
  • Objective Progress by On Track KR & Time Progress. Matrix showing distribution of objectives per progress and On Track KRs. It permits to understand which objectives are doing well and which others you need to go deeper and act.

Go through the following steps to access to Execution Dashboard

  1. Navigate to Dashboard tab
  2. Go to Execution OKR Dashboard in Axy OKRs Dashboards folder
  3. Refresh it and browse


Wrap-Up Dashboard

Wrap-Up is probably the most important phase of the OKRs methodology. In this phase, you have to have conversations with your team, analyze, be critical and honest, assess whether the activities defined in the Key Results have actually contributed to the Objectives. And assess how the Objectives within the organization have contributed to the Main Objectives and the Company goal.

This is the time to set the Scoring (Grading) to the objectives. This scoring, discussed and agreed with the Managers, shows the actual progress and achievement of the objectives.

Wrap-Up dashboard shows:

  • Objectives Progress. Ranking of objectives as per final progress
  • Objectives with On Track Key Results. The final ranking of objectives with the percentage of on-track Key Results
  • Key Results Achievement. The number of KRs with Progress % higher than 100%
  • Objectives Grading. The number of Objectives with Score higher than 0.7
  • Objectives Grading details. The scoring ranking of Objectives.
  • Hall of Fame. Ranking of individuals as per objective scoring
  • Users with objectives not scored. The list of people with no yet scored objectives
  • Objectives with Overdue Date. Tracking of objectives with a past due date

Go through the following steps to access to Execution Dashboard

  1. Navigate to Dashboard tab
  2. Go to Wrap-Up OKR Dashboard in Axy OKRs Dashboards folder
  3. Refresh it and browse


Axy OKR Customization Setup

Axy OKR permits to customize several configuration options to better adjust it to your OKR Management process: to define best practices, as the quantity of OKRs per person or the thresholds for OKR scoring and grading.

You will find several sections:

  • OKR - Best Practices
  • Automation
  • Notifications

Let's explain each of them

OKR - Best Practices

Go through the following steps to access to Axy OKR Setup > OKR - Best Practices

  1. Navigate to Axy OKR Setup tab
  2. Go to OKR - Best Practices

Here you can find some configuration parameters to “help” your users to follow several best practices:

  • Lower and Upper Thresholds. These numbers define the intervals for Objective progress: bad, regular or good
  • Lower, Middle and Upper Colors. Red, yellow and green by default to graphically show the wealth of your objective progress
  • Limit of Active Objectives by User. Best practice for setting Objectives is having from 3 to 5 per person.
  • Limit of Key Result by Objective. Best practice for setting Key Results is having from 3 to 5 per each objective.
  • Limit the amount of Objectives and Key Results. If you check this box, the limits for OKRs will be enforced.

Automation Parameters

Go through the following steps to access to Axy OKR Setup > Automation

  1. Navigate to Axy OKR Setup tab
  2. Go to Automation

Here you can find some configuration parameters to govern the automation functions

  • Admin User to notify on errors. Select the user you want to be notified in case of any unlikely error.
  • Automation Interval in minutes. Define the frequency of the Automation process that run the bound reports and update the results in the KRs.
  • Axy OKR will schedule a job on behalf of the OKR user XX minutes after the last refresh
  • Refresh cycles are per KR. This means that, per each KR, cycle will start individually at the time of the report binding.
  • Key Result Automation by User Running. If you check this box, Automation process will run.

Notifications Parameters

Go through the following steps to access to Axy OKR Setup > Notifications

  1. Navigate to Axy OKR Setup tab
  2. Go to Notifications

Here you can find some configuration parameters to govern the notifications

  • Use Chatter to notify events. If you check this box, Chatter will be used to notify events. Example

The following check boxes manage the type of events will be notified

  • On Reached Objective Threshold. When the objective progress pass one of the thresholds. See previous example.
  • On Period Status Change. To notify everyone the period is changing. The possible states are Planning, Active, Wrapping-Up, Completed or Cancelled
  • On Objective Wrap-up is pending. Notifies an Objective is not Wrapped-Up yet.

In this guide, Salesforce admin will find as well how to:

  • Install Axy OKR in your Salesforce org.
  • Assign app profiles and permissions
  • Assign Axy OKR licenses
  • Access to app logs

Axy OKR Installation

In this section, Salesforce admin will find how to:

  • Install Axy OKR in your Salesforce org.
  • Assign app profiles and permissions
  • Assign Axy OKR licenses
  • Access to app logs
  • Uninstall Axy OKR

Install Axy OKR in your Salesforce org

Axy OKR is a downloadable app from appexchange that you can install in any Salesforce org type: production, sandbox, developer...

To install Axy OKR you need Download AppExchange Packages permission on your profile for your Production environment.

  1. Go to our App listing.
  2. Log in with your production Salesforce user.
  3. Click on Get It Now.
  4. Select if you want to install it in a sandbox or production environment.
  5. Check installation details, the number of licenses that you want to have and click on Confirm and Install. It is possible that you need to write again your user and password.
  6. Select Install Only for Admins. After the installation process, you are going to assign permission sets to the different users

Assign Axy OKR licenses in your Production environment

Once you have installed Axy OKR for your production org, it is time to assign the Axy OKR licenses to the users. You decide who will have access to the app so you will get a license for each of them.

  1. Go to Setup
  2. Find for Installed Packages
  3. Click on Axy OKR Management
  4. Click on Manage Licences

Then you can assign licenses to the users.

Assign Axy OKR Permission Sets

In Axy OKR you will have three types of users with different functions and permissions:

  • Axy OKR – User. Every user that will have standard access to the app including every app objects, mainly Objectives and Key Results.
  • Axy OKR – C-Level User. This permission is designed for C-Level people, Directors, Managers… the members with responsibility for managing the organization. These users will have the same access as an Axy OKR - User but with Full Access to Company Goal records including View All and Modify All permissions.
  • Axy OKR – Admin User. With this permission set, the assigned user will have the same access as an Axy OKR - User, with the ability to access and set up the app in the Setup tab.

  1. Go to Setup
  2. Find for Permission Sets
  3. Click on any of the Axy OKR permission sets and then Manage Assignments
  4. Click on Add Asignments
  5. You will access to the list of users in your Salesforce org. Check the boxes of the users you want to assign that permission set and click Assign

Follow the same steps for each of the three Axy OKR permission sets

Providing access to Axy OKR Reports and Dashboards

Axy OKR provides a set of predefined Reports and Dashboards. Admin user has to share access to those reports and dashboard with the Axy OKR users.

  1. Go to Reports
  2. Browse to All Folders
  3. Go to Axy OKR Reports and share the folder with the Internal Users group, only for viewing.
  4. Follow the same steps for Dashboards

Access to Axy OKR Logs

As an app admin, you can see the Axy OKR Logs tab. To get the automatic Key Results results, we schedule a job by user. Each time the job is executed, we save a log record in this object to check that everything is working right.

  1. Navigate to Axy OKR Logs tab
  2. Select the list view you want to review

Uninstall Axy OKR

In order to uninstall Axy OKR, there are two processes that must be previously manually disabled.

  1. Go to Setup
  2. Find for Process Builder
  3. Deactivate Axy OKR Objective and Axy OKR Period

Axy OKR also has a Flow that must be disabled.

  1. Go to Setup
  2. Find for Flows
  3. Click on Quick KR Creation and then Deactivate

Now is the moment to uninstall the package:

  1. Go to Setup
  2. Find for Installed Packages
  3. Click on Uninstall link near to Axy OKR Management package

Please read the information provided by the uninstall process, taking into account what you want to do with the data you created while you were using the app.

If you want to save a copy of your data, please select the option “Save a copy of this package's data for 48 hours after uninstall” and you will receive an email to save your data locally.