OKRs and goalsNEW
Line up top strategy with daily execution: create company, team and person objectives in a clear hierarchy, tied to a period. Each objective gets numeric key results, in number, percentage, currency or a completed milestone, with targets to grow or to reduce. The team runs check-ins with a confidence level, and when a key result is linked to a work board the progress moves on its own as the tasks advance. Health stays visible at all times: on-track, at-risk or off-track, with no side spreadsheet.
- Company, team and person objectives in a hierarchy, each within a period.
- Numeric key results (number, percentage, currency or boolean), with targets to grow and to reduce.
- Automatic progress from a linked work board and check-ins with confidence.
Free in Sellio, you only pay for the machine
OKR tools are usually a separate per-person subscription. Here OKRs come with the CRM and projects: you only pay for the machine.
Strategy everyone can see
The hierarchy links the company objective to each team and person, so no one works in the dark about what matters this period.
Less manual updating
When the key result is linked to a work board, progress rises on its own as the tasks close.
Risk visible early
On-track, at-risk or off-track health lights up before the cycle ends, while there is still time to correct course.
Confidence, not just a percentage
The check-in stores the confidence level of whoever owns the result, so the number comes with context.
OKRs in the same system as the CRM and projects: the goal looks at the real number, not a report copied by hand.
Progress that updates on its own when the key result is linked to a work board.
On-track, at-risk and off-track health computed from progress against the pace expected in the period.
Check-ins with a confidence level tell the story behind the number, not just the percentage.
From the top to execution
The company objective cascades into team and person objectives, all within a period. Each carries numeric key results, to grow (close more revenue) or to reduce (cut churn), so everyone sees how their work pushes the strategy.
Progress that counts itself
Link a key result to a work board and the progress advances as tasks are completed. In check-ins, the owner logs the current number and the confidence level, and health becomes on-track, at-risk or off-track right away.
- 1
Create the objective, pick the level (company, team or person) and the period.
- 2
Add numeric key results, with a target to grow or to reduce.
- 3
Link the key result to a work board so progress advances on its own.
- 4
Run check-ins with the current number and the confidence, and track on-track, at-risk or off-track health.
Quarterly planning
Leadership sets the company objective, each team creates its own and each person pulls what is theirs, all in the same period.
A goal tied to delivery
A key result of completed rollouts points to the projects board, and progress advances with each project delivered.
Weekly review
In the check-in, each owner updates the number and the confidence, and the objective health adjusts for the meeting.
How is this different from sales goals?
OKRs cover company, team and person objectives with numeric key results, going beyond a single sales target, and live in the same system as the CRM and projects.
Does progress really update on its own?
Yes, when the key result is linked to a work board, progress advances as tasks are completed.
Can I set targets that reduce a number?
Yes, key results accept targets to grow or to reduce, like cutting churn.
What objective levels exist?
Company, team and person objectives, organized in a hierarchy within a period.
What types of key result can I use?
Number, percentage, currency or a completed milestone (boolean), each with a target to grow or to reduce.
How does the confidence check-in work?
The owner logs the current number and the confidence level, so the data comes with context, not just a percentage.
How is objective health calculated?
From progress against the pace expected in the period, becoming on-track, at-risk or off-track.
Do I need to set a period for each objective?
Yes, every company, team or person objective lives within a defined period.
Is this included in the free plan?
Yes. Sellio is free; you only pay for infrastructure usage above US$20 per month.
Work management and projects
Visual Monday-style boards for the whole team, in the same place as the CRM.
Time tracking and timesheets
Log hours per task, mark what is billable and close the month inside your projects.
Collaboration and projects
Collaborative board, timeline/Gantt, templates and handoff.