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For smaller teams and organizations who are either just getting started with OKRs or are moving from a manual process, this plan has everything you need to build a solid OKR foundation.
For small to medium-sized teams and companies with well-established practices who are looking for a complete strategy execution solution with OKRs at the foundation.
For larger teams and organizations that need more advanced and custom capabilities, including security, control, and support.
Create and manage OKRs
Cycles and sessions
Organize OKRs the way it makes sense for your organization. Create Sessions with set periods, then align OKRs between Sessions to understand how quarters contribute to strategic, annual OKRs.
Multi-level OKRs and alignment
Create OKRs at any level, from company to department, team, and individual.
Built-in OKR templates
Get inspired and learn by example by installing ready-to-go OKR templates from the App Marketplace.
Easily copy an existing OKR as a starting point for a new one or use it in a new session.
Multiple Key Result types
Choose how you measure progress on a Key Result. You can measure it based on a numeric value, %, or a value of achieved or not.
Shared owners and collaborators
OKRs can be owned by single teams and individuals or shared among multiple collaborators.
OKR quality scores
Provide a score for every Objective and instruct users on how to improve their OKR to match your OKR methodology best practices.
Tags allow you to categorize and filter your OKRs easily.
View all OKRs in one place with varying levels of detail. Quickly expand and collapse branches to visualize the structure and how each Objective supports other OKRs.
Global search and filters
Build filtered lists of objectives, key results, tasks, employees, and teams to show specific information quickly.
Configurable OKR methodology
OKR management is easy and adaptable to your approach and processes. Define globally or for each planning Session who can own OKRs, OKR limits per owner, key result progress caps, and additional customizations.
Plan strategies and collaborate with your team using Quantive's Whiteboards feature. Brainstorm OKRs, vote on ideas, and facilitate retrospectives, all in a no-constraints environment.
While OKRs are all about transparency, some OKRs are better kept private between a person and their manager.
Cascaded Key Results
Enable a key result to contribute to the progress of another key result and allow multiple teams or individuals to align to a single key result.
Import and export OKRs
Users can export current session OKRs to Excel or performance reports to a PDF. The account data importer tool allows you to bulk edit OKRs, tasks, users, and teams.
Draft, review, and approval stages for OKR creation allow managerial oversight over the OKR process.
With Robotic Process Automation (RPA), you can deploy and manage OKRs at scale, control the process, and ensure consistency. Build your custom automation workflows for repetitive tasks or activate one from a ready-made selection.
Empower every platform user to excel at OKRs with AI assistance across the entire journey, ranging from suggestions of Key Results, of tasks, to guidance to improve clarity, alignment, and much more.
Do the work
Badges, gifs, comments, and favorites
Create greater engagement by recognizing and rewarding star performance with badges, gifs, and comments.
Project boards and tasks
Assign task due dates, status, and priority, while managing all assigned tasks from your dashboard or Kanban boards.
OKR and task alignment
Link tasks to objectives or key results to show the outputs required to achieve your OKR.
Bulk OKR actions
Quickly clone, copy, move, tag, or assign multiple OKRs with a single step.
Track and report on progress
Alerts and notifications
Customize alerts and push notifications on updates within Quantive, including automated email reminders for objective owners to update their key results.
Customizable lists and reports
Use lists to prepare lightweight reports with charts to visualize specific information.
Performance and progress reports
Out-of-the-box reports show a high-level overview of the ongoing progress of your organization’s OKRs, tasks, and insights that describe how effectively your organization runs the OKRs process.
Dynamic Key Results
Eliminate tedious manual KR updates by automatically updating your OKRs with data from a third-party app to view progress in real-time.
Track and measure the performance of every part of your organization with KPIs that can be created manually or dynamically updated with data from a third-party tool. Group and sort KPIs in a customizable KPI dashboard.
Install out-of-the-box Insightboards to visualize company progress in real-time, including OKR methodology boards on OKR best practices.
Insightboards (custom reports)
Present data in beautiful dashboards. Integrate your data sources and glean insights to get a complete picture of how OKRs, teams, individuals, and your entire organization are performing.
Benchmark your OKR progress and processes against other Quantive customers to help locate areas of possible improvement.
Check-ins help to contextualize your progress while boosting alignment, visibility, and collaboration within your teams.
User and org management
Create users who have permission to see the information without the ability to make changes or be assigned to OKRs or Tasks.
User and team management
Automatically create an organizational chart to reflect your team’s structure – parent teams, child teams, managers, and employees.
Team and user profiles
Showcase progress, highlight the biggest achievements, and see how a team or individual is doing on their OKR journey with profiles.
User and account level languages
Choose from English, German, Spanish, French, Portuguese, Simplified Chinese, Bulgarian, and Italian. Define language at the global account level, as well as the user level.
Stay current with your OKR activity and maintain an audit trail of who made what changes and when they were made.
Role-based user permissions
Invite users and assign them built-in roles and permission or customize your own.
Maximize user access efficiency, accuracy, and security with single-sign-on (SSO).
Office 365, Google, and Okta
Automated user and org management (SCIM)
Synchronize employee structure throughout your organization and allow automatic user provisioning and de-provisioning for individuals and groups.
Slack and MS Teams notifications
Manage your OKRs without ever leaving Slack or MS Teams. Easily collaborate with your teammates and instantaneously align your goals, tasks, and results.
Mobile app (iOS, Android)
Take your OKRs on the go with our mobile app. With the app, you can access key features of Quantive, including OKRs, tasks, key result updates, timeline feed, comments, dashboard, and more.
Integrate natively with Zapier and enables you to build various workflows with your OKRs, sessions, and tasks. Automate repetitive tasks and create custom workflows with just a few clicks.
Jira add-in and data source
Quickly review your OKRs without leaving JIRA. Automatically update key results and KPIs to increase productivity and ensure data integrity in your reporting.
Project management integrations
Link directly with Asana to automatically update KPIs and key results to create insights and reports to take the pain out of manual progress tracking.
Easily create and modify OKR drafts in Miro, import OKRs to a Miro board, and publish directly to Quantive from within Miro.
Other data integrations
Connect with more than 170 third-party software tools to enable dynamic key results and real-time monitoring of business success.
Create and customize fields to capture your most important business data and apply it to OKRS, updates, teams, tasks, and users.
Granular feature configuration
Easily configure the product to meet the specific needs of your business across teams, departments, and geographies.
In addition to Quantive security standards for all accounts, our enhanced security option supports two-factor authentication, customized identification management, and dedicated encryption keys.
Extensibility and customization
Access to technical success managers to help with deployment, integration setup, custom data connector development, on-premises solutions, and additional technical consulting.
Services and support
Help center and knowledge base
A rich library of videos and online materials to help your teams become proficient as OKRs practitioners and Quantive users.
Receive in-platform and email support Monday-Friday or submit support tickets online anytime.
Enhanced 24/7 Support
24/7 real-time customer support via phone, email, and chat with no more than 1 hour response time and 4-hour resolution times for critical issues.
Let one of our partners or our technical success managers guide you through the setup, integration, and implementation process.
Account manager and services
A named customer success manager ensures you get the most from your program, including check-ins, quarterly business reviews, and OKR cycle kickoffs.
We believe in building software that brings the transformational power of OKRs beyond the corporate world. In support of nonprofit and NGOs in their mission to make the most significant impact possible, we offer both our Essentials and Scale plans for free with unlimited users.Learn about Quantive Gives
All of the Quantive Results plans have a robust set of OKR capabilities, however, depending on the needs of your team, there are a few key differences:
Our ESSENTIAL plan has all of the core OKR capabilities you will need, with pre-defined user roles and engagement integrations with Slack and MS Teams.
For teams needing more collaboration, integrations, and strategy execution tools, our SCALE plan includes Whiteboards, Task Management, pre-built and custom Reporting, and 170+ integrations.
For large teams and organization, our ENTERPRISE plan adds capabilities to create a full strategy execution and OKR suite with Custom development, Process Automation, Automated User Provisioning, REST API access, BI and custom integrations, and advanced security and support services.