The Planning Report helps you and your team easily monitor progress when transitioning OKRs between quarters.

Navigate to the Reporting tab.

Click “Planning Report.”

On this page, you will see a high level overview of how the planning process is going. These numbers are pulled from the Planning feature in Elate (for each team).

Click the numbers in the table to drill down and see more detail about what objectives are in each relevant status.

Admins in Elate that need an easy way to track the planning and quarter transition process.

The Planning Report will help you and your company better understand how specific teams are progressing with their planning process, which gives you insight into if any follow up is required to start the quarter off right.