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OKR Board for Salesforce

](/products/okr-board-for-salesforce/reviews)

(1)4.5/5

OKR Board for Salesforce by Oboard brings company objectives directly into Salesforce ecosystem, where your sales and revenue teams already live. It is built for teams that want strategy tied to real pipeline data, not a slide deck nobody opens after the quarterly review. Connect your team's day-to-day work in Salesforce directly to company strategy - set up OKRs in a couple of clicks, automatically track progress against real CRM data, and see every metric on a single, real-time Dashboard, fully customizable and backed by a custom security review for even the most sensitive projects. Core features: ✔️ OKRs and KPIs to reflect your company's structure - define, cascade and track your OKRs and KPIs directly in Salesforce ✔️ Strategy Map - cascade company-level goals down to team OKRs and the daily Salesforce work, so the connection from top to bottom is visible, not assumed ✔️ Cross-project OKR Roadmap - see the full strategic timeline in one place and uncover dependencies ✔️ Metrics alongside OKRs - track KPIs and other measurable outcomes as their own Strategy Components, with or without a parent Objective ✔️ Automated check-ins - reminders and update prompts delivered via Slack, Microsoft Teams, or email, so status updates happen without a meeting ✔️ Custom Dashboards - historical progress data, across teams and roles, exportable to PDF, Excel, CSV, or via API ✔️Public API - export your data or connect your own analytics tools to pull data into Oboard On the Professional plan, unlock a dedicated account manager and additional OKR levels. On Enterprise, get unlimited scale and a custom security review built for the most sensitive rollouts. Trusted by 3,000+ organizations across 100+ countries. Book a demo and see your strategy in action with Oboard: https://oboard.io/schedule-demo

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