The OKR Software features in comparison

Profit.co provides the options like quick cretae , Using Form and Step by Step method with instructions at every step for creating the OKRs

OKR sets can be entered manually via a fillout form or (b). We enable the creation of OKRs with intuitive and simple modals to guide users through the cycle. Alternatively, ready-to-go OKR templates for different functions can be used and adjusted.

In Profit.co the Step by Step method with instructions at every step for creating the OKR in 7 steps Questions & Answers.

Yes. The software provides instruction on how to best formulate good OKRs incl. examples

Profit.co provides 7 different types of key results. These are combination of trackable & measurable Key results types.

Yes. Without a specified metric Key results can't be created

As of now, Profit.co does provide a step by step guide in creating an KR in which system suggest the KR name based on the information provided.

Analysis is possible with the analytics suite. Also The OKR Quality Checker helps to ensure certain guardrails regarding how to phrase OKRs.

Based on the Key result selection the KRs are worded automatically which you can update, while as of now Profit.co doesn't suport semantical analysis

Analysis is possible with the analytics suite. Also The OKR Quality Checker helps to ensure certain guardrails regarding how to phrase OKRs.

Custom time periods for defining OKRs & On demand meeting would enable and practice the cadence accordingly

Generally, the cycle length is the same company-wide, but long-term goals can be entered additionally.

Profit.co allows the admin user to set a time frame to create OKRs

OKRs are by default created within the selected OKR cycle

Profit provides 7 different types of measurable key results. The latest addition is of Task tracked Key result which can connect with a Task board and progress based on task accomplishement based on weights

The software supports the following types of Key Results: * Metric: * Numeric (Start - Target) * Percental (Start - Target) * Monetary (Start - Target, currency) * Binary * Milestones

Profit.co have a “draft mode” that allows users to create and save their OKRs but not make them visible until finalized.

Yes. Goals can be marked as being drafted. Once the goal is fully formulated, it can be activated and its progress can be updated

Profit.co allows the user to define their own units in KPI

Yes. Usually done by pecifying the specific unit in the Key Result or its description

Profit.co have almost 300 existing KPIs by default and users can also add their own KPI

a) no b)no, c)company specific KPIs can be entered manually within Workpath or by integration

Profit.co allow the admin users to set hierarchy

Yes

Profit.co allow admin user to create departmental hierarchy

Yes

Profit.co supports the matrix and tensor organisation replication -

Combination of organisational structure and value structure (alignment of OKRs) is possible

Profit allows managers and members from management to create OKRs for the teams based on principles of agility (Squad/Chapter/Tribe/Spofity model, b) Holacracy or c) Sociocracy 3.0) across the organization. To create OKR for a team, that team has to be created and team members must be added to the team.

Combination of organisational structure and value structure (alignment of OKRs) is possible

Profit.co does allow users to create cross- funtional teams

Yes

Profit.co does allow user to create OKRs at corporate, department, team and individual level

a), b), c), d): Yes e): No

Profit.co supports both top down and bottom up alignments.

Yes

Profit.co supports the bottom-up alignment of OKRs as default. While Creating OKRs you can choose with which OKR you want to align with and can view the OKRs from the bottom-up alignment. Kindly refer

Each employee/user has a personal dashboard of the goals they are involved in. Additionally, Workpath's explorer allows each user to filter those goals that belong to the user or are supported or followed by the user (also across different cycles and teams).

Profit.co does provide Approval flow for governance & control sake.

No

Profit.co allows Horizontal alignment as well

Yes

Profit.co allow users to assign the OKRs to individual

Yes

Profit.co enables you to assign your key result to multiple users and update your key result progress automatically.

Yes

Proft.co alllows the users to set weights at both Key Result level and objective level

The scoring of an objective is calculated from its Key Results, with multiple calculation options available (e.g. average of Key Results or worst Key Result)

With OKRs, Profit.co offers a world-class task management system that enables users to get things done easily and quickly. ... Track project roadmap, communicate and delegate subtasks to teammates, set deadlines.

Yes. Tasks (initiatives) can be created with: * Titel * owner * description * Start and End date * Linkage to a Key Result the task is supposed to contribute to Native integrations with Jira and Azure DevOps, other integrations possible via API

Profit.co supports integration

Yes

Profit.co have a backlog for objectives and Key Results

Yes. OKRs can be defined for future cycles and moved/activated when worked on

Profit.co supports the following visibility options for Public & Private Objectives * All Employees * My Management Only * My Directs Only * My Org Only * Only myself

a), b), c), d), e): Yes

Profit.co allows user to add files in the OKR

Yes. Documents can be added through URLs

Profit.co has a unique module of managing Strategy, Vision,Mission,Initiative & Focus area which can easily host your Vision Mision to OKRs solution

Yes. "Goal Labels" allow to describe a vision/BHAG/Strategic theme or similar, link to external documents, and display selected OKRs below it

Its in roadmap

No, but integrations to Miro / Mural are on the product roadmap, Miro template available

You can define custome fields in various aspects - Objectives, Key Results & Tasks :

Yes, every of these objects has a field where additional metadata can be added.

We have importer tool to achieve the bulk action.

Not in the list view, but the Check-in functionality allows to link answers to Key Results, and then badge-update all of them in one screen.

The system allows to create recurring or repetitive task. Kindly refer -

Select repetitive tasks (e.g. like entering the same information in multiple Check-ins, or copying goals between cycles) have features to perform them automatically.

Profit.co can create an OKR period or performance review cycle with a name and duration of your choice

Yes, OKR periods are completely flexible, and over-time-charts for Key Results allow to understand the development quarter-to-quarter

Profit.co is flexible enough to define any KR based on any metrics / KPIs / Indicators

Yes, multiple options cover all units

Profit.co allows to create OKRs at cross functional team level OKRs, distribute it to different team members or mirror them. Kindly refer the link

Yes, OKRs can be assigned to multiple teams. Contribution Requests help to facilitate the alignment between teams.

Profit.co support the non hierarchical teams and let you paractice OKRs at teams level

Any person can create teams, which do not need to be nested into the hierarchy. Each persons profile shows the teams they contribute to.

Profit.co is a Performance led platform that focuses on 'Business Performance' & 'Employee Performance'. Starting from managing Strategy, OKRs, Task / Activities to Employee Engagement & Employee Performance, everything can be handled within Profit.co. It helps in alignment across the organization, highlights the risk, attention required and provides alerts / notification on a time-to-time basis.

Yes, through features like alignment, automated reporting, and check-ins, Workpath is the one system for results achievement at our clients.

Visualization of progress can be viewd in Company Dashboard

List View incl. detail view (Department that works on the OKR set, Overall progress of objective , Owner, subsumed Key Resulst with progress chart for each Key Result ) and further navigation options (f.ex. respective Company Overview, Team Space, Goal Room): * For Me Page (Exec. Summary of OKRs the user is involved with) * Company View (Summary of all strategic artifacts incl. different timeframes) * Team Space ( Summary of all artifacts relevant for a specific team) * Goal Room (List of all artifacts related to one specific Objective, f.ex. Key Results, Initiatives, Goal Contributor, etc.) Graph (understand how everything is connected) * Horizontal and vertical connection of all OKRs from top organizationa OKR till team level OKRs incl. all list view options mentioned above Explorer: Everything within list view options and extensive filter options; filter by: * Progress * Changes in Progress (by smallest or biggest) * Conficende Level * Changes in Conficende Level (by smallest or biggest) * Last Updated Strategy Execution Reporting: Overall Progress on all OKRs; filter by:* Cycle * Labels * Team * Subteams * Team Hierachy Level (1-N) Overall Confidence Level of all OKRs Sorting OKRs based on progress List of Progress and Confidence Level of OKRs (Changes in last two weeks) filter by: * Teams * aggreation per team * labels * aggregation per label * Progress aggregation OKR drilldown report with all connected artefacts to one OKRs such as: * Underlying OKRs * Underlying Key Results of OKRs * Underlying Innitiative of OKRs

In profit.co , the OKR list view will display the OKR name, time period, assigned to, and progression

In the alignment view profit.co shows the tree view of linked OKRs

Yes. Network map with visualization of horizontal and vertical alignment

You can now view the progress of all the OKRs of your department members at a single place in Profit.co. Department progress dashboard gives you a multidimensional view of your department's OKRs progress.

a) b) c) d) e): Yes

Profit.co’s dashboards and reports can help users visualize their organization’s OKR progress at the corporate, department, and individual levels. Whether users are looking for reports to help organize information or want to download a report for further analysis, they can use a variety of features available in Profit.co’s OKR Software for an overview of their organization’s OKRs. In addition to the above, Profit.co furthr allows to link Strategy with your OKRs and review the progress real time.

Yes, all reports are updated in real-time, reports for performance and health are available.

Profit.co’s dashboards and reports can help users visualize their organization’s OKR progress at the corporate, department, and individual levels

Yes

Currently we are have the report changing based on the report as per the selsected POV while we are planning to implement a customizable dashboard as Product roadmap

Yes

Profit.co have a company dashboard which has all the informations

Yes

The Users can view their team’s OKRs and also can see the associated charts.

Yes. a) and b). It provides an overview per team with: * List of all OKRs with details, progress, confidence level and changes in the last 2 weeks for the selected team * List of contributing OKRs with details, progress, confidence level and changes in the last 2 weeks * List of initiatives & Jira epics connected to the OKRs

Profit.co provides you an option to view the complete progress of the OKRs at the organization level. You can view the dashboards of the OKRs’ progress at different levels in a single shot through the Home menu.

Yes. a) and b). It provides an overview that can be filtered per area/division/unit/team with: * Aggregated progress and confidence level of all the OKRs over time * Sorting of OKRs based on progress buckets * List of all OKRs with details, progress, confidence level and changes in the last 2 weeks

Profit.co have a KPI Board option where the admin user can group the KPI and have a separte view on those

Yes. We support KPIs and OKR on organizational and team level

Profit.co allows the user to download the data in CSV format

Yes

In Profit.co check-ins can be done in numbers, where the users will be moving the slider and entering the value

Key results metrics can be entered through the Check-in module or through the respective Goal Room by changing the numeric progress (a)

In Profit.co the confidence level on each Key Result can be entered by means of status while doing a check-in in Key Result

Yes. The Confidence Level for each Key Result can be entered on a skala from 1 to 10

Key result check-ins are an opportunity for you to track your KR completion and indicate your confidence level in achieving your key results.

No

Profit.co does have a newfeed feature in which all the updates of the users will be posted and the users can like, comment and also give awards to his peer.

Communiation: * OKR specific Comment and Update function * Teams integration * Slack Integration * Check In related comments and tagging of colleagues Collaboration: * Resource requests (Team A asks for help/ resources from Team B) * Shared Check-Ins with an overview of work input and its impact onto OKRs * Tagging of colleagues where help is needed * Sharing of learnings, risks and blockers witin Check-Ins Encouragement * OKR specific analytics for all stakeholders involved * Overall team progress (KPIs, OKRs, Projekt Management/ Tasks) within Team dashboards

Profit.co provided PPP review option for the users

a):Yes; b):Yes

Profit.co does give the admin users to set the email reminder notification in which the user can set it to weely basis

Yes

In Profit.co, Check-in over due reminder will popup in action center and email notification will be sent based on the frequency set by the admin user

Yes

Profit.co allows high transparency for everyone to review Org / Dept / Team / Individual level OKRs to define the priority and set the expectations.

Org, Team, and personal objectives can be seen by everyone with permission, but 1-on-1 agendas are a functionality that is on the product roadmap

You can set the meeting and move them according to agenda and your requirement.

Select data entered into a Check-in is being suggested in the next Check-in, e.g. answers to the question "what are you planning to work on" is suggested in the next "what did you work on"

Profit.co allows everyone to review Planned vs Actual progress and encourages relevant conversations amongst the right stakeholders.

Yes, visual representations allow to compare KRs actual values with benchmarks for 100% and 70% achievement. Key Result Updates can be automated using the Connect API. Check-ins highlight progress and changes to inform conversations.

Note that Profit.co Objective progress is directly linked with the KR progress. It further allows users to define the scoring at Objective & KR level. Also, the confidence % in OKR statuses denotes how confident is your key result based on the status that it has progressed to during the check-ins. With confident percentage, you can instantly know the level of progress of your OKRs in Profit. co.

Progress is automatically calculated. Confidence Level is subjectively entered by stakeholders, but a risk indicator informs when based on progress and time remaining, this appears to not be accurate.

OKR reviews are an additional way to check-in on your OKR progress. In Profit, you have the option to create general OKR reviews or you can create a review for a specific OKR. rofit’s software automatically uses PPP (Progress, Plan, and Problems) methodology to conduct OKR reviews; however, this can be customized based on your company’s needs and system.

Yes

Profit has a customizable scoring system for all users that evaluates their performance in four areas: reporting promptness, individual achievement, team achievement, and alignments.

Two different values are available for scoring/grading: The progress of Key Results, and the confidence level entered by users. The progress can be configured to capture various different metrics, binary, or milestone progress. The confidence level captures colored scoring on a red to green scale

Proft.co shows the calculation based on the weightage set by the user

No

Profit also allows you to customize the way your grades are represented in your OKRs and aggregated above.

The scoring of an objective is calculated from its Key Results. Multiple calculation options are available (e.g. average of Key Results or worst Key Result)

Profit.co provides notes option where the learning can be documented

Learnings can be documented within team check ins (visible to all members of a check in)

OKRs are based on periods. A period signifies a year and each year is divided into four quarters. Profit.co allows you to generate periods for the coming yearr and view OKRs by them

Yes. Four different scores can be calculated, based on defined parameters to be successful. These can be compared across cycles to find out in which areas further improvement is needed.

Profit.co automatically generates and enables users to view the progress of OKRs displaying multivariate data on the progress in a form of a radar chart.

Yes. We have a special report that shows the strategy execution of the OKRs. It can be filtered by labels, teams or hierarchy levels to show the relevant information.

Profit.co allows you to view your OKRs which have past dates as a target date. You can see period filters in the list page of all OKR levels.

Yes, both Progress and Confidence Level can be seen over time and for all periods for the organization and individual teams. For individual KRs, each data point and comments are shown in the chart and can be explored.

Profit.co does allow the users to comment, @mention and also emoji

Yes. Through the feed of a goal (in the respective goal room), different stakeholders can be asked for feedback and for their perspective, also they can be mentioned so they receive a notification or mail.

It is very easy to add/remove the users in profit.

Workpath user accounts can be managed automatically through a single sign-on integration ("just-in-time provisioning", which is the recommended flow). Alternatively, Workpath team leads can be instructed to invite/deactivate user accounts in their teams.

No, you can move the data.

Decommissioned user accounts are just marked as inactive, but their data (past goal contributions etc.) remains visible in the system until our deletion policy requires us to remove or anonymize data.

It can be done.

Yes

We have 24*7 service team for smooth onboarding and implementation.

Yes. Via structured import templates

We have 5 types of user roles. Super User - The first user and the only user to have access to settings. This user will have the ability to assign more superusers. Profit Manager and Profit User - These users will not have access to settings. The only difference between Profit manager and Profit user is that the Manager would be able to create new KPI’s Proxy Users can be added. The users specified here will be given the ability to access specified users' accounts. Read Only users can only view information exposed to them, but cannot make any modifications in the system. Task Users can only view/access the tasks in the application.

Yes. https://workpath.zendesk.com/hc/en-us/articles/360010299099-Roles-in-Workpath

Profit.co allows to precisely adapt the access for the users.

Multiple different roles for OKR sets allow to flexibly assign read, write, and manage (delete) permissions for OKR sets

We provide 'Read only" access wherein user can view the information.

Yes. Users can be subscribed as viewers/followers (not actively contributing) to OKRs and OKR sets

Profit.co does support MS teams App

Profit.co does support Chrome Extension

No

Profit.co does support Gmail Addon

No

Profit.co does support Slack

OKR updates can be posted to Slack but there are no commands available within Slack

Profit.co does support Jira

Yes

Kindly refer the additional integration offered:

Azure DevOps

We do offer email integrations.

No

Profit.co does support Ms team chat / Messager

Provide through a bot

Profit.co does support Slack

Yes

Kindly refer the URL

MS-Teams, Slack

Please find here the list of all the integrations

Unlimited via API

Profit.co Product team conducts R&D on a frequent basis to identify the applications that is impacting business and will help our customers manage their business effectivey. As part of the process, we invest on integration and ensure that we make the application available as part of the our product.

Integrations are constantly being added proactively

Profit.co does support Microsoft Excel

Yes via API

Profit.co does support Google Sheet

Yes via API

Profit.co does support (MySQL, PosterSQL)

Yes via API

Profit.co does support JQL query (Task Count, Progress, Story Points, Storty Points Percentage,Story Points Estimate, Storty Points Esitamte Percentage, Time Spent, Time Remaining, Progress by Task Hours)

Yes

Profit.co does support Asana

Yes via API, all metrics in Asana are importable

Profit.co does support Monday.com (Task Status based count)

Yes via API

Profit.co does support wrike (Task Status based count)

Yes via API

Profit.co does support Favro(Task Done based count from specific card)

Yes via API

Kindly refer to - https://www.profit.co/integrations/#sec3

Azure DevOps

Profit.co does support Salesforce report(Report Based).

Yes via API

Profit.co does support Salesforce KPIs

Yes via API

Profit.co does support Hubspot(Deals, Team activity, analytics report)

Yes via API

We do support Google Analytics

Yes via API

Profit.co does support Google analytics()

Yes via API

Profit.co does support Tableau(both A&B)

Yes (Workpath Analytics implemented in Tableau)

Profit.co has an integration with Snowflake via SQL Query

Yes via API

Profit.co has Integration with Google Big query

Yes via API

We do have integration with other analytics, data warehouse, BI systems such as Microsoft Power BI

Custom CSV exports possible

We are working with one of the customer to integrate with Oracle Financials

Yes via API

Profit.co has an integration available with tools like Zapier

Yes via API

We do offer integrations with SAP Success Factor / Oracle HCM

Yes via API

We do offer open APIs for developers to pull data from Profit.co system.

Yes

Profit.co data can be utilised to process data source through APIs. Depending upon the customer's requirement, we enable the right APIs and allow them to pull the information for the Insights, KR progress and reporting.

Yes, via API

Profit.co allows Email authentication, UN/PW authentication, SSO, SAML, IP base restrictions, Session timeout, Password policy etc. Post 5 incorrect login attempts after which the account gets locked for about 30 minutes.

a) Yes b) Yes. Brute force prevention (accounts are temporarily locked after a number of sequential wrong password attempts) and custom password policies (clients can enforce their password guidelines)

Profit.co has an SSO integration to Office 365 (Office 365 sign in page)

Yes

Profit.co has an SSO integration to Google GSuite via SAML Authentication

Yes

Profit.co has an SSO integration to Office 365 (App Launcher)

Yes (adding a custom tile in combination with Office 365 SSO)

Profit.co has an SSO integration to Google GSuite via SAML Authentication

Yes

Profit.co has an SSO integration to Azure Active Directory

Yes

Profit.co has an SSO integration to OKTA

Yes

Profit.co has an SSO integration to OneLogin

Yes

Profit.co has an SSO integration to Cisco DUO

No

Profit.co has an SSO integration to BambooHR

No

It can be achieved.

Planned in Q4/2021

Profit.co supports OKTA is an identity management service which eliminates username and password struggle. With your OKTA single sign-on you can access Profit.co OKR software using your existing company credentials.

Any system compliant with SAML