What are the benefits of the Quick View panel in OKRs?

Profit.co provides a quick view panel, which is much more intuitive and efficient. 

Why this feature?

• Reduce time spent navigating multiple pages by providing instant access to comprehensive details for Objectives and Key Results directly through an intuitive side panel.
• Empower users with all critical information—progress, ownership, alignment, and more in one view, enabling quicker decision-making and improved efficiency.
• Deliver a seamless and user-friendly experience by consolidating data into a single, easily accessible interface, reducing clicks, and eliminating unnecessary navigation steps.

Quick View Panel for Objectives:

The Quick View Panel for Objectives is designed to provide users with all critical information at a glance, enhancing efficiency and ease of use. With just one click, users can access a consolidated view of all the essential details related to an objective, eliminating the need to navigate across multiple pages.

When users click on an objective, the quick view panel displays the following items:

1. KPIs and Initiatives Alignment

Presents the alignment between the objective and associated KPIs and initiatives in a 4-quadrant format. This view enables users to easily assess the strategic connections and impacts of each initiative on the objective.

To learn more about the KPIs and Initiatives alignment, click here

2. Progress

Displays the current progress in a graphical format, providing users with a visual representation of how much of the objective has been accomplished. This helps track progress at a glance.

3. Owner, Target Date, Visibility, and Tags

Displays detailed information about the objective owner, target completion date, visibility settings, and any associated tags. This makes it easier for users to identify ownership, track deadlines, and organize objectives effectively.

4. Alignments

Shows how the objective aligns with broader organizational goals, providing context and clarity. This helps users understand how individual objectives contribute to the overall strategy.

5. Key Results, Notes, and Documents

Consolidates related Key Results, attached notes, and documents into one view. This makes it convenient for users to quickly access all supporting materials related to the objective.

Quick View Panel for Key Results:

The Quick View Panel for Key Results provides users with a comprehensive, at-a-glance overview of all critical information. This feature is designed to save time and improve efficiency, allowing users to quickly assess the progress, alignment, and related details of a Key Result without navigating to multiple pages.

When users click on a Key Result, the Quick View Panel in the Overview tab displays the following items:

1. Progress

Displays both the Planned and Actual values of the Key Result, providing a clear view of how much progress has been made toward achieving the target.

2. Latest Check-in

Shows the latest check-in made by the user, along with the most recent comment they provided. This allows users to quickly review updates and feedback.

3. Owner, Type/KPI, Target Date, Frequency, and Tags

Provides detailed information about the Key Result owner, the type of Key Result (e.g., KPI), target completion date, check-in frequency, and any associated tags for better organization and tracking.

4. Alignments

Displays the alignment of the Key Result with organizational goals, helping users understand how the Key Result contributes to broader strategic objectives.

5. Sub Key Results, Notes, and Documents

Shows related Sub Key Results, attached notes, and documents, consolidating all supporting information in one place for easier review and reference.

On the Tasks tab, the task associated with this key result will be visible. You can also create a new task.