Overview

Gtmhub supports two types of key results (KRs) that you can add to your objectives:

  • Manual key results
    Manual key results need to be updated manually by the objective owner.
    For more information, see Update Key results.
  • Dynamic key results
    Dynamic key results are updated automatically from 3rd party business systems such as CRMs or databases.
    For more information, see Define dynamic Key results.

Define key results manually

To define a KR, perform the following:

  1. Create a new objective or open an existing one.
    For more information, see Create Objectives.
  2. Under Key results, click + Add a key result.
    The Create manual key result screen appears.
  3. In Key result type, choose the type of key result.
    There are two types of manual key results that can be defined:

    Numeric
    For example, if you want to increase number of leads from 50 to 100, you choose a numeric KR.

    Boolean (yes/no).
    If your key result is, for example, Launch new marketing campaign, you choose a Boolean KR.

Follow one of the procedures below.

Add a numeric key result

Perform the following:

  1. In Name, enter a title for your KR.
    It should be a quantitative statement of a measurable result.
  2. In the Key result type dropdown, select one of the following:
    should increase to, should decrease to, should stay above, should stay below.
  3. In the Unit dropdown, assign or customize a specific unit to your key result.
    For example, if your KR is related to collecting money, then the unit should be a specific currency. For example, $.
  4. In Target number, enter the number that you are aiming to achieve.
  5. In Initial number, enter the starting number from which your KR will be measured.
    You can enter a number greater than 0.
    For example, if you want to increase the number of leads from 50 to 100, you should set the initial value to 50.
  6. In Description, you can provide a more detailed description of the KR.
  7. In Owner, you can assign a team or employee different than the owner of the objective.
    For more information, see Key result owner section below.
  8. In Deadline, you can set a deadline.
    The deadline can be soft or hard, or both. You do this, if you must hit the target before the session’s end date.
    For more information, see Key result deadlines section below.
  9. If you have selected should increase to, the Cascade dropdown appears where you choose, whether you want to create contributing key results whose absolute progress will roll up into this KR.
  10. To create the key result, click Create key result.

Add a Boolean key result

Perform the following:

  1. In Name, enter a title for your KR.
    You can formulate it as a yes/no question, because the KR is a Boolean one.
  2. In the Key result type dropdown box, select Achieved or not.
  3. In Description, you can provide a more detailed description of the KR.
  4. In Owner, you can assign a team or employee different than the owner of the objective.
    For more information, see Key result owner section below.
  5. In Deadline, you can set a deadline.
    The deadline can be soft or hard, or both. You do this, if you must hit the target before the session’s end date.
    For more information, see Key result deadlines section below.
  6. To create the key result, click Create key result.

Key results deadlines

Key results have the same deadline as the OKR session. However, you can modify these to be shorter by using soft and hard deadlines.

For more information, see Key result deadlines.

Key results owners

You can assign key results to a different than the objective’s owner. This can be a person or a team.

For example, you can benefit from this option when there is an objective assigned to a team, but you want to assign its key results to a particular team member.

Another example is to assign key results to different teams in an objective owned by the company.

Next steps

After you have manually set the KRs to your objectives, you can proceed to updating the key results and tracking your progress.

For more information, see Update Key results.

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