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12 April, 2024 – Excel Integration for OKRs

In this update, we’re excited to introduce a new feature that allows you to seamlessly integrate Excel Spreadsheets with your Objective and Key Result (OKR) tracking. Now, you can easily input and track actual progress and set targets directly from Excel.

Within each Key Result, you have the option to create an Excel workbook containing tabs for both Actuals and Targets. Any data you input into these tabs will automatically update the corresponding KR graphs, giving you real-time insights into your progress.

Additionally, these workbooks are versatile and can be expanded to retrieve data from other systems, as long as the connection between the workbook and VisPlan remains intact. This means you can consolidate data from various sources into one central location for comprehensive analysis and reporting.

To read more about our Excel Integration, please find our Knowledge Base article – How to use Excel for OKRs

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