---
title: OKR Board for Salesforce Reviews
meta_title: 'OKR Board for Salesforce Reviews 2026: Details, Pricing, & Features |
  G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how OKR Board for Salesforce works for a business like yours.
aggregate_rating:
  rating_value: 4.5
  review_count: 1
  scale: '5'
date_modified: '2026-09-17'
parent_category:
  name: Collaboration & Productivity
  url: https://www.g2.com/categories/collaboration-productivity
---


# OKR Board for Salesforce Reviews
**Vendor:** Oboard  
**Category:** [Objectives and Key Results (OKR) Software](https://www.g2.com/categories/objectives-and-key-results-okr)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 1
## About OKR Board for Salesforce
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



## OKR Board for Salesforce Pros & Cons
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.

**What users like:**

- Users value the **data accuracy** of OKR Board for Salesforce, enabling seamless tracking and planning within the system. (1 reviews)
- Users appreciate the **ease of planning objectives** within Salesforce, eliminating the need for external tools. (1 reviews)
- Users appreciate the **seamless Salesforce integration** for tracking objectives and results directly within the platform. (1 reviews)
- Users appreciate the **simple integration** of OKR Board with Salesforce, streamlining objective planning within the system. (1 reviews)
- Users appreciate the **tracking ease** within OKR Board for Salesforce, as it streamlines objective planning without external tools. (1 reviews)

**What users dislike:**

- Users find no major downsides, but note a concern about **outdated data** affecting accuracy in tracking progress. (1 reviews)

## OKR Board for Salesforce Reviews
  ### 1. OKR Board for Salesforce

**Rating:** 4.5/5.0 stars

**Reviewed by:** Brad G. | Customer Experience Specialist, Mid-Market (51-1000 emp.)

**Validated Reviewer:** Validated through LinkedIn

**Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review.

**Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.

**Reviewed Date:** September 19, 2024

**What do you like best about OKR Board for Salesforce?**

I love how you are able to plan your objectives and results all inside SF. You don't have to use spreadsheets or any other tools for trying to track data outside of SF and that it is all within the system and you can plan your roadmap.

**What do you dislike about OKR Board for Salesforce?**

So far, since using OKR Board, not much downside to it. The system is very easy to use and with everything being built into SF and is trackable there, it helps eliminate room for error using outside or 'out of date' data.

**What problems is OKR Board for Salesforce solving and how is that benefiting you?**

It solves the issue for bad or old data that may have been used using prior platforms and keeps everyone involved on the same level playing field.



- [View OKR Board for Salesforce pricing details and edition comparison](https://www.g2.com/products/okr-board-for-salesforce/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-22+00%3A13%3A06+-0500&secure%5Bsession_id%5D=b389e1ea-24f8-4283-8c98-395039f1eadb&secure%5Btoken%5D=70ac7eeaefad06da9cec8b70cd294012888ba78e36a85baefdd55a831481aa8c&format=llm_user)

## OKR Board for Salesforce Features
**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Prepare**
- Strategy Map
- Strategy Model
- Rules
- Frameworks
- Customizable Templates

**Communication**
- 360 Degree Feedback
- Confidence Levels

**Agentic AI - Salesforce AppExchange Apps**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Plan **
- Vision Statement
- Goals
- Collaboration
- Cascade Planning
- Strategic Planning
- Project Planning
- Scenario Planning
- Activity Planning

**Goal Creation**
- Team OKR
- Individual OKR
- Action Item Creation
- Collaboration Tools

**Optimize**
- Progress Tracking
- KPIs
- OKR
- Status Tracking
- Task Progress Tracking
- Activity Tracking
- Milestone Tracking
- Goal Setting/Tracking

**Agentic AI - Objectives and Key Results (OKR)**
- Natural Language Interaction
- Proactive Assistance

**Additional Functionality**
- Negative Feedback Management
- Communication Management
- Reminders
- Real-Time Reporting
- Reporting & Statistics
- Employee Profiles
- Performance Management
- Feedback Management
- Task Progress Tracking
- Alerts/Notifications
- Prioritization
- Activity Tracking
- Customizable Reports
- Drag & Drop
- Progress Tracking
- Project Planning
- Data Visualization
- Search/Filter
- API
- Goal Setting/Tracking
- Task Management
- Real-Time Updates
- Performance Metrics
- Progress Reports
- Single Sign On
- Goal Management
- Project Management
- Customizable Dashboard
- Real-Time Data
- AI Copilot
- Strategic Planning
- Generative AI
- Workflow Management
- Configurable Workflow
- Document Storage
- Template Management
- Commenting/Notes
- KPI Monitoring
- Employee Management
- Customizable Templates

**Execute**
- Performance
- Communication
- Alignment
- Performance

**Additional Functionality**
- Trend Analysis
- KPI Monitoring
- Visual Analytics
- Financial Management
- Budgeting/Forecasting
- Workflow Management
- Data Visualization
- Collaboration Tools
- AI Copilot
- Ad hoc Reporting
- Data Management
- Scorecards
- Secure Data Storage
- Trend/Problem Indicators
- Reporting/Analytics
- Dashboard
- Self Service Data Preparation
- Generative AI
- Performance Metrics
- Data Import/Export
- "What If" Scenarios
- Benchmarking
- Third-Party Integrations
- Data Extraction
- Data Integration
- Predictive Analytics
- Drag & Drop
- Prioritization
- Financial Analysis
- Projections
- Dashboard Creation
- Document Management
- Planning Tools
- Idea Management
- Progress Reports
- Customizable Reports
- Activity Dashboard
- Real-Time Reporting
- Commenting/Notes
- Template Management
- Roadmapping
- Performance Management
- Forecasting
- Task Management
- Project Accounting
- Modeling & Simulation
- Single Sign On
- API
- Reporting & Statistics
- Real-Time Data
- Charting
- Gantt/Timeline View
- Sales Forecasting

## Top OKR Board for Salesforce Alternatives
  - [Perdoo](https://www.g2.com/products/perdoo/reviews) - 4.4/5.0 (543 reviews)
  - [Profit.co](https://www.g2.com/products/profit-co/reviews) - 4.7/5.0 (487 reviews)
  - [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) - 4.4/5.0 (423 reviews)