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OKR Tracking System
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OKR Tracking System · Available now

Keep objectives and the work behind them in view.

OKR Tracking System connects owned objectives to dated key results and the work that supports them. A delivery lead names an objective, organization, owner and schedule.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewActive Objectives
OKR Tracking System · Objectives

Active Objectives

Objectives in one list

New objective
Objectives in view
6
Active
3
At risk
3
Active3
OBJ-2026-Q4-01Reduce customer onboarding time
16 Oct
OBJ-2026-Q4-03Launch regional partner portal
20 Oct
OBJ-2026-Q4-05Shorten monthly close cycle
13 Oct
Add
At risk3
OBJ-2026-Q4-02Improve first-contact resolution
28 Oct
OBJ-2026-Q4-04Increase renewal confidence
31 Oct
OBJ-2026-Q4-06Raise self-service adoption
15 Oct
Add
OBJ-2026-Q4-01Objectives · OBJ-33594
Active
ObjectiveReduce customer onboarding time
OrganizationNorthvale Services
OwnerJorge Moreno
Start date16 Oct
End date19 Oct
Approve check-inOBJ-33594 · OBJ-2026-Q4-01

Check-in Reviewer inspects the workflow decision on a Submitted entry with positive hours.

Waiting for Check-in Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
13
Saved views
15
Roles with set permissions
6
Reports and dashboards
9
Features

See the work behind each objective

Every feature works on the same records. Pick one to see the screen your team works in.

Objectives and alignment

Keep each objective tied to an organization, a named owner and the dates for its work.

  • Set direction
  • Connect delivery
  • Update status
  • Objectives
  • Organizations
  • Team members
  • Key results
Explore objectives and alignment
OverviewMy Objectives
OKR Tracking System · Objectives and alignment

My Objectives

Objectives

New
Objective codeObjectiveStatusEnd dateProgress against target
OBJ-2026-Q4-01Reduce customer onboarding timePlanned12 Oct18 of 25 days saved
OBJ-2026-Q4-02Improve first-contact resolutionActive18 Oct72% against 80% target
OBJ-2026-Q4-03Launch regional partner portalAt risk04 Nov3 of 4 partner milestones done
OBJ-2026-Q4-04Increase renewal confidenceCompleted03 Nov14 of 20 interviews complete
OBJ-2026-Q4-05Shorten monthly close cyclePlanned24 OctClose time down to 6 days
6 of 6 records
OBJ-2026-Q4-01Objectives · OBJ-25383
Planned
ObjectiveReduce customer onboarding time
End date12 Oct
Progress against target18 of 25 days saved
Example screen with sample data
Process

From objective to reviewed result

Objective to reviewed result ships ready to use. One step needs a named approval before the work moves on: Approve check-in (Check-in Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Set objective

    Name the owner, organization and dates.

    OBJ-2026-Q4-01OBJ-33594 · Delivery Lead
    Set objectiveBy Delivery Lead

  2. Set key results

    Add dated checkpoints under the objective.

    OBJ-2026-Q4-01OBJ-33594 · Delivery Lead
    Set key resultsBy Delivery Lead

  3. Plan work

    Connect work packages and assigned tasks.

    OBJ-2026-Q4-01OBJ-33594 · Project Manager
    Plan workBy Project Manager

  4. Review progress

    Inspect at-risk work, blockers and risks.

    OBJ-2026-Q4-01OBJ-33594 · Project Manager
    Review progressBy Project Manager

  5. Approve check-in

    Submission triggers the check-in approval decision.

    OBJ-2026-Q4-01OBJ-33594 · Check-in Reviewer
    Approve check-inBy Check-in Reviewer
    ApprovalCheck-in Reviewer inspects the workflow decision on a Submitted entry with positive hours.

  6. Close result

    Record the key result outcome and objective status.

    OBJ-2026-Q4-01OBJ-33594 · Delivery Lead
    Close resultBy Delivery Lead

Start with Objective to result

Inside a record

Keep source records connected

Open any objective to see its blockers, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Objective, Organization, Owner and Start date.

  2. 2
    Blockers

    Each line is linked to this objective.

  3. 3
    Who works on it

    Admin, Delivery Lead and Project Manager, each with their own permissions.

  4. 4
    Process stages

    Set objective and Set key results, with the role that acts.

  5. 5
    Approvals

    Approve check-in, with who decides.

Active ObjectivesOBJ-2026-Q4-01
OKR Tracking System · Objectives

OBJ-2026-Q4-01

Reduce customer onboarding time · Active

Log activity
1
Record details
ObjectiveReduce customer onboarding time
OrganizationNorthvale Services
OwnerJorge Moreno
Start date16 Oct
2
Blockers

OBJ-2026-Q4-01

Blocker keyBlockerProject
BLK-2026-018Partner API access still pendingImprove mobile checkout completion
BLK-2026-019Support staffing gap on weekendsRaise self-service adoption
BLK-2026-020Billing data export is delayedLaunch regional partner portal
Blockers
6
3

Who works on it

  • AdminManage Users, Organizations, team members
  • Delivery LeadManage Objectives, key results
  • Project ManagerManage Objectives, work packages, Tasks, Risks, Blockers
4

Process stages

  • Set objectiveDelivery Lead, Blocker Owner
  • Set key resultsDelivery Lead, Blocker Owner
5

Approvals

  • Approve check-inCheck-in Reviewer
    Approved
Example screen with sample data
Approvals

Review submitted hours with a named decision

OverviewApprovals
OKR Tracking System · Overview

Approvals

Signed in as Check-in Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CI-74452Increase renewal confidence
    Test mobile checkout errorsRequested by Nadia Petrova
    Submitted0dActions
  • CI-51238Launch regional partner portal
    Test mobile checkout errorsRequested by Daniel Okafor
    Submitted4dActions
  • CI-57724Launch regional partner portal
    Publish support response playbookRequested by Nadia Petrova
    Submitted5dActions
  • CI-97886Improve first-contact resolution
    Map current onboarding handoffsRequested by Mateo Silva
    Submitted3dActions

Who approves what

DecisionApprover
Approve check-inSubmission triggers the check-in approval decision.Check-in Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens OKR Tracking System to the work that is theirs. Pick a role to see what it starts with.

Admin

Maintains users, reference records and access for the operating team.

  • Manage Users, Organizations, team members
  • View Objectives, key results, work packages, Tasks, check-ins, Blockers, Risks, review decisions, operation receipts, record attachments

Roles and permissions

Reports

Read outcomes and workload together

Questions to ask about outcomes, workload, exceptions and recorded decisions.

Overview
OKR Tracking System · Overview

OKR Tracking System dashboard

This quarter

Check-ins in view
6
Total hours
66
Submitted
6

Objectives by status

How far records got this quarter

StageReachedStep
Planned29
Active1138%
On hold436%
At risk125%

Number of objectives by status

Sample counts per stage

200
-40Planned
-60Active
20On hold
-30At risk
-50Completed
Example screen with sample data
  1. 01Objective progress by owner

    Group Objectives by Owner and Status, with key results beneath each objective.

  2. 02Key result outcomes by target date

    Compare Pending, Met and Missed results by target date and Owner.

  3. 03Objective schedule and hours

    Compare start date, end date, estimated hours, actual hours and logged hours by Objective.

  4. 04Task status by work package

    Group Tasks under work packages and compare their Status and percent complete.

  5. 05Owner workload

    Show team members with weekly capacity hours, assigned estimate hours and assigned task count.

  6. 06Check-in decisions

    Compare check-ins by check-in date, team member, Hours and Status.

  7. 07Blocker severity and age

    Review Blockers by Severity, raised date, Owner and Status.

  8. 08Risk exposure

    Review Risks by Probability, Impact, risk rating, Owner and Status.

  9. 09Operation outcomes

    Review operation receipts by operation type, Result and occurred at.

All reports and dashboards

Who it's for

Fit the review to your team

See how OKR Tracking System fits your kind of team.

Service delivery teams

Connect client objectives to work packages and dated results.

Internal operations teams

Review owned objectives and the work behind internal change.

Cross-functional programs

Keep shared objectives visible across delivery disciplines.

Controls

Follow exceptions to the original record

Each stage of objective to reviewed result names the role that acts and the status it records, so a change is never anonymous.

OverviewObjective to reviewed result
OKR Tracking System · Process

Objective to reviewed result

Each stage, the role that acts and the status it records

Process stages
9
Approval steps
1
Roles involved
4
Tables touched
10
Set objective
Delivery Lead, Blocker Owner
StatusPlanned → Active
RecordsOrganizations, Objectives
Plan work
Project Manager
StatusBacklog → in progress
RecordsWork packages, Objectives, Tasks
Review progress
Project Manager
StatusActive → at risk
RecordsObjectives, Risks, Tasks
Objective to reviewed result
  1. Start
    Set objectivePlanned → Active
    Organizations
  2. Step
    Plan workBacklog → in progress
    Work packages
  3. Step
    Review progressActive → at risk
    Objectives
  4. Step
    Triage blockerOpen → Triaged
    Operation receipts
  5. Approval
    Submit check-inDraft → Submitted
    Team members
Example screen with sample data

See each stage in detail

AI agent

Ask Proto to prepare the next review

Use Proto to prepare objective reviews and find the records behind exceptions.

It can

  • Delivery Lead: Show active and at-risk objectives with pending key results near their target dates.
  • Project Manager: Find blocked tasks, open blockers and the owner of each next action.
  • Team Member: Show assigned tasks and dated check-ins awaiting a decision.
  • Reviewer: Gather submitted check-ins with hours, objective and task context for review.

Stays with a person

  • The reviewer inspects the source record and the workflow approval result.
  • The objective owner decides whether a key result is Met or Missed.
  • The agent can prepare a list and point to records, while the decision stays with the named person. See the roles and start a pilot.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • OKR Tracking System
  • Identity source
  • Outcome source
  • Document source
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 13 tables
13tables
  • Objectives and alignment4
  • Key result checkpoints3
  • Work packages and tasks4
  • Check-ins and approvals6
  • Blockers and risks5
  • Review and evidence7
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set owners

    Add organizations and team members, then agree who changes objective and key result status.

  2. Map current work

    Create an active objective, dated key results, work packages and assigned tasks.

  3. Rehearse decisions

    Submit a positive-hour check-in, set a blocker with severity to Open and inspect the decisions and receipts.

  4. Review exceptions

    Open Review Queue, follow overdue work and compare task, result and risk records.

  5. Expand carefully

    Add more objectives after the pilot team can explain each status and responsible owner.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for OKR Tracking System.

All questions
How do I get started?

Click Get started, then use Proto to configure OKR Tracking System for your business. Begin with one active objective, a dated key result, its owner and a small set of linked tasks.

How are objectives connected to key results?

Each key result links to one objective and can name an owner and target date. Review its outcome on the result record.

How do we track the work behind an objective?

Put tasks in work packages linked to the objective. Use the task board and blocked task list to follow assignments.

Who records a key result outcome?

The result owner and delivery lead should agree on the review decision and record Met or Missed on the key result.

What happens when a blocker is raised?

Setting an issue Open triggers triage when severity is present. The workflow writes an operation receipt.

How are check-ins approved?

A team member submits positive hours. Submission triggers the approval workflow, which records the decision and receipt. The Check-in Reviewer inspects the outcome.

Can we review risk beside progress?

Risks link to an objective and carry probability, impact, owner and mitigation. Open and monitored risks can be reviewed beside the work.

What does the Review Queue show?

It brings overdue milestones and tasks, fixed but unverified issues and leading open risks into one actionable page with owner and direct record path.

Can we attach supporting files?

Record attachments hold a parent record ID, file name, URL and kind for supporting material.

Where do we inspect failed actions?

Operation receipts show the operation type, result, actor and reference. Open the source record before retrying the action.

Set up OKR Tracking System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

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