Easily Connect WorkBoard with Existing Systems & Apps

WorkBoard is the system of results at the top of your strategy and operations stack — where planned and actual results come together transparently

Bring WorkBoard right to where people work

Bring OKRs and Business Reviews into daily Microsoft Teams chat conversations and meetings.

Answer “how are we doing on plan?” and update key result progress right from Slack.

Access WorkBoard and your objectives and key results right in JIRA.

Convert emails to action items and schedule smart WorkBoard meetings in Outlook

Get actuals for all your key results

Business Data Example KRs Source System
Sales & Revenue Operations
  • Target $ ARR and bookings
  • Lead volume/quality – # MQLs, SQLs
  • Churned Revenue $ or %
Salesforce, Dynamics, Hubspot, Marketo, Pipedrive, Redshift, MS SQL, Snowflake
Finance & HR
  • GRR
  • Gross Margin
  • $ Lifetime customer value
  • Current ratio % or contribution margin %
SAP, Oracle, Workday, Dynamics, NetSuite, Excel, Google Sheets, Periscope Data, SmartSheet, Power BI
Customer Success & Help Desk
  • NPS #
  • Time to response or resolution (mins)
  • Help Center usage - # views
Zendesk, ServiceNow, Gainsight, Jira
Collaboration & Development
  • Product launch (Epic) % completion
  • Market entry initiative % completion
  • # of Risks by Feature
Jira, Aha!, MS Planner, Asana, Trello, CA Agile Central (Rally), GitHub, Azure Dev Ops
  • Capacity Utilization %
  • Production Throughput # by Product
  • Reliability %
Honeywell Manufacturing Information Intelligence System (MIIS), Excel sheet, SAP
BI Tools
  • Cross sell/upsell metrics
  • Product line revenue detail
Periscope Data, Power BI

At scale for IT, easy for users

Our DataStream Architecture gives IT an efficient way to integrate to business systems while giving end users simple-to-use KPI catalog. Developers can use our RESTful API to create their own apps.

Put your strategy in motion.

Request a demo