Reports

The reports your leadership team actually opens.

Exec Report, Business Reviews, Trends, and At-Risk — built so every leadership readout takes one click, not a working session. For CEOs, CFOs, and Heads of Department at 50–200 person companies.

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In this section

Four reports leadership actually uses

Why most reports get ignored

Leadership reports fail in three ways.

Most teams produce more reports than their leaders read. The pattern is the same in every org we've seen.

1

Assembled by hand, every time

An ops manager spends half a day each month stitching numbers from five teams into a deck. By the time it's ready, the data is stale — and the next month, the same person does the same job again.

2

Wrong format for the audience

Operators give leadership 40 slides of detail. Leadership wants 4 bullets and a status color. Both walk away frustrated — one feels unheard, the other feels under-informed.

3

The question moved on already

Reports get produced on a cadence — weekly, monthly, quarterly. The question that mattered when the cycle started isn't the question that matters now. Static reports answer the wrong question, late.

Feature 1 of 4 · Highest leverage

The Exec Report

One click. The whole company's OKR status, ready for leadership. Auto-generated, auto-updated, formatted for executives who need the picture in 90 seconds — not the detail.

Status bars for every company OKR. The top 3 at-risk KRs with the owner's name. The completion forecast. The exec walks in already aligned — the meeting becomes about decisions, not data.

  • One-click generation — no working session, no slide deck
  • Always live — opens to today's data, not last week's snapshot
  • Shareable as a read-only link for non-users (boards, investors)
  • Custom commentary section — add context for what the numbers don't show
  • PDF export when leadership wants a static artifact
Executive Report: one-click leadership readout
Exec Report: one-click leadership readout, auto-generated
Feature 2 of 4

Business Reviews

Monthly and quarterly business reviews built into the product. Not a slide deck someone has to assemble — a live view that opens to the right page when the meeting starts.

Each team's progress against their OKRs. What shipped this month. What slipped. What changed in the forecast. The data is already there — the meeting time gets spent on decisions, not status reports.

  • MBR for mid-cycle course correction — what's progressing, what's slipping, what needs to change before cycle ends
  • QBR for end-of-cycle learning — final scores, committed vs delivered, what changes for next cycle
  • Auto-pulls team check-ins, KR progress, blockers
  • Compare against last review — what got better, what got worse
  • Action items captured in-product, assigned to owners with due dates
Business Reviews: MBR and QBR with structured agendas
Business Reviews: monthly and quarterly review formats, ready when the meeting starts
Feature 4 of 4

At-Risk predictions

Every KR gets continuously evaluated for risk. Not at the end of the cycle, not in the weekly digest — live, as new check-ins land. The OKRs that are heading off track get flagged before they miss, with the reason why.

The dashboard shows the top at-risk KRs across the org, with the owner's name, the velocity trend, and the predicted finish. Leadership knows what to dig into — without reading every check-in.

  • Continuous evaluation — not a weekly snapshot
  • Predicted finish based on actual velocity, not linear extrapolation
  • Top at-risk KRs ranked by impact — focus on what matters
  • Reason hypothesis: stagnant velocity, missed check-ins, blocker patterns
  • One-click drill into the underlying KR and owner
At-Risk: predicted risks across the org
At-Risk: KRs flagged before they slip, ranked by impact
Unique to OKRs Tool

The view no one else ships.

A 2×2 quadrant of every OKR by progress and momentum — built into Reports so leadership can see the whole org at a glance.

The Momentum Map

Every OKR plotted across progress and momentum on a single chart. Four named zones — Leading, Rising, Coasting, At Risk — tell you where to focus, who needs support, and what's quietly slipping.

A spatial view of leadership reporting. Where the Exec Report tells you the numbers, the Momentum Map shows you the shape — which work is gaining velocity, which is losing it, and which is sitting in the danger zone.

  • 4-quadrant view: progress × momentum
  • Click any OKR to drill into the underlying KRs
  • Filter by team, owner, or cycle
  • Pairs naturally with the Exec Report — shape + numbers
Momentum Map: 4-quadrant view of every OKR
Momentum Map: visual quadrant view of every OKR
Customer story

OKRs Tool helped us create a much stronger connection between strategy, execution, and measurable outcomes. What previously lived across different platforms is now centralized and gives leadership a consistent view of priorities and progress.

Alberto Santini, Tinaba
Alberto Santini
General Manager, Tinaba
Frequently asked

Reports questions, answered.

Four questions ops leaders ask before rolling reports out to leadership.

Can I share reports with my board or investors?
Yes. Three options: secure read-only link (no signup required for viewers), PDF export for slide decks, or screenshot the live view straight into your board pre-read. Boards tend to prefer the live link — they can drill into any OKR they want to question.
Do reports update live or are they snapshots?
Both. The live view always reflects today's data — open the Exec Report at 9am and you see this morning's status. For board meetings and audit trails, you can snapshot any report as a PDF and archive it. Most teams use live for internal meetings and snapshots for external stakeholders.
Can I customize what's in the Exec Report?
Yes. You can choose which OKRs appear (company-level only, or include team OKRs), which metrics to show, what date range to compare against, and add a custom commentary section at the top for context the data doesn't show. Most teams customize once and reuse the same setup every month.
What's the difference between MBR and QBR?
MBR (Monthly Business Review): mid-cycle checkpoint. What's progressing, what's slipping, what needs to change before the cycle ends. QBR (Quarterly Business Review): end-of-cycle retro. Final scores, what was committed vs delivered, what changes for next cycle. MBR is for course correction; QBR is for learning. Most teams run both.
Related sections

Reports is one of five sections.

Each is included on every plan. Click any to see the views inside.