OKR Board for Salesforce
Objectives and key results (OKR) software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$6 per user per month
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Free version unavailable
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What is OKR Board for Salesforce
OKR Board for Salesforce is an OKR tracking application built to run inside the Salesforce platform. It is used by teams that want to define objectives, manage key results, and review progress using Salesforce data, records, and permissions. The product differentiates primarily through native Salesforce deployment (objects, dashboards, and reporting) rather than operating as a standalone OKR workspace.
Native Salesforce deployment
The product operates within Salesforce, which can reduce the need to manage a separate OKR system and user directory. It can align OKR access with existing Salesforce profiles, roles, and permission sets. For organizations already standardized on Salesforce, this can simplify administration and user adoption compared with standalone work management tools.
Leverages Salesforce reporting
OKR progress can be surfaced through Salesforce reports and dashboards, enabling reuse of existing analytics patterns. Teams can connect OKR status to Salesforce data sources where appropriate (for example, pipeline, cases, or activity metrics). This approach can support consistent governance and auditability using platform-native reporting features.
Centralizes work context in CRM
For customer-facing teams, OKRs can live alongside accounts, opportunities, and other CRM objects, reducing context switching. This can help leaders review performance and execution signals in one environment. It is particularly relevant when key results depend on CRM-defined metrics and workflows.
Salesforce dependency
The product’s value depends on having Salesforce licenses and an active Salesforce operating model. Teams outside Salesforce (or cross-functional groups that do not use CRM daily) may find adoption uneven. Organizations seeking a tool that spans many departments without platform constraints may prefer a standalone OKR system.
Implementation requires admin effort
Configuring objects, fields, permissions, and dashboards typically requires Salesforce administrator involvement. Ongoing changes to OKR structures or reporting may also require platform expertise. This can increase time-to-rollout compared with tools that provide out-of-the-box OKR templates and workflows.
Limited non-Salesforce integrations
Compared with broader work management platforms, Salesforce-native apps can have fewer prebuilt integrations for engineering, support, and collaboration ecosystems unless additional connectors are used. If key results rely on data from multiple external systems, integration work may be needed. This can add complexity for organizations with heterogeneous tool stacks.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Essential | $6 per user/month (billed annually) — $7.50 per user/month (monthly) | Unlimited Objectives & Key Results; Multiple Key Result types; Private Objectives & Key Results; Annual billing saves ~15%; "Start free trial" shown on site. |
| Professional | $10 per user/month (billed annually) — $12 per user/month (monthly) | Custom weighting; Custom grading thresholds; Dedicated account manager; "Start free trial" shown on site. |
| Enterprise | Custom pricing | Advanced controls & support for full organization; Unlimited OKR levels, custom fields, shared custom dashboards; Priority support; Audit/logs; Contact sales. |
