Overview
Quantive connects to over 170 business systems to automate your OKRs. The platform enables you to say goodbye to manual updates with dynamic Key Results. Automated Key Results connect to an Insight and are updated automatically from the Insight calculation.
In this example, we will create a dynamic Key Result using an already created Insight.
Prerequisites
You must have created the Insight that tracks the data you need for your Key Result. For more information, see how to create codeless Insights from data sources and Apps or Insights with SQL.
Procedure
Define a new Objective. Follow procedure Create objectives.
Create a Key Result and click the "Automate" button.
NOTE: This functionality is currently only available to users with the "Manage Data" permission, which by default is admin/data role users.
All the available data sources and Apps you have installed, including your own Quantive Results account, will show as an option. Select where the data you need is tracked.
Select the Insight you want to use for your Key Result.
Once you select the insight. it will show you the results for the insight you just selected. For some Insights, you may need to set additional filter values for the insight to ensure that you calculate the correct value for your key result.
After saving your Key Result by clicking the "Confirm" button, it will now be automatically updated by the linked Insight you have selected and you will not need to manually update its progress.
NOTE: Automated key results are not updated automatically outside of the session start and end dates.
How to create an automated Key Result directly from an Insight.
You can also create automated Key Results directly from an Insight. Here is how:
In the navigation pane, click on Insightboards.
Click the Insightboard where the Insight is.
Make sure the filters on the insightboard are set to the filters you want to use when calculating the number for the insight
Go to the Insight and hover over the green dot and click + Add this number as a target.
Click Add as Key result.
Search for the Objective where you want to add the Key Result and click the Select button.
The create a dynamic Key Result form will pull up. Insert all of the necessary information and click Add Key Result.
You're done! Your Objective will now have a new Key Result that will be automatically updated as the Insight value changes.
Result
Any automated Key Result will show its linkage to the insight on the main Key Result page so show that you do not have to update the value manually.
NOTE: You can still add manual updates of the confidence level, a comment, and any custom fields on key result updates manually if you wish to provide additional information beyond what is provided by the automation