How to make OKRs and monitor their progress on a dashboard?

[mobiliste]

Hello,
I’m looking for a minimalist solution to create OKR notes, with the ability to track the progress of tasks in order to display this progress on a dashboard, with the dashboard plugin for example.

Something like
One OKR note per customer/project/microproject
On each of these notes I have titled and noted several tasks with subtasks.
Example of structure of a note:

---

Increase engagement on social media

Advanced: (2/4)

• x] Increase average number of shares from 50 to 100
• [ ] Increase average number of comments from 10 to 20
• x] Increase average number of clicks per post from 100 to 200
• [ ] Increase social media traffic from 5,000 to 10,000.

Optimize content for SEO campaigns

Advanced (1/4)

• x] Develop 10 new landing pages for top 10 keywords.
• [ ] Launch 10 new landing pages by end of June.
• [ ] Present results and web metrics to CMO.

---

What I’d like is to have a graph, a visual representation of the progress of tasks and sub-tasks, in other words, to simplify things even more, something like this:
For the same note:

---

Task progress for the customer: : 65%

Increase engagement on social media

Progress: (2/4)

• x] Increase average number of shares from 50 to 100
• [ ] Increase average number of comments from 10 to 20
• x] Increase average number of clicks per post from 100 to 200
• [ ] Increase social media traffic from 5,000 to 10,000.

Optimize content for SEO campaigns

Advanced (1/4)

• x] Develop 10 new landing pages for top 10 keywords.
• [ ] Launch 10 new landing pages by the end of June.
• [ ] Present results and web metrics to CMO.

---

The aim is to be able to retrieve this information, and insert it into a customer dashboard
This dashboard can be, for example:

---

Task progress for the customer

: 65%

---

Name of the client: Disney

Information of the client: Mickey Toontown

---

Documentation of the client

• Some articles.md
• Some statistics.md

---

Recent files of the client

• file1.md
• file2.md
• file3.md

---

Relevant workflow note for the client

• workflow1.md
• workflow2.md
• workflow3.md

---

I don’t know yet if I’m going to structure obsidian with one vault per customer/project, or put everything in the same vault, but it’s possible that it could be one vault and its dashboard per project/customer.

If you have any ideas,
Thanks

[holroy]

What’s OKR?

And please add triple (or quadruple) bacticks around markdown example, so we can properly see what you’ve written.

Lastly what’s up with those x] stuff?

[mobiliste]

Sorry, I was in a hurry, I’ll simplify my message, I can’t edit it.

For OKR
"OKR stands for Objectives and Key Results. It’s a goal-setting “tool” that allow you to communicate and better visualize (in my opinion) what you want to achieve and the steps you need to take to get there. I find it useful for planning measurable and achievable milestones.

I’m looking for a minimalist solution to track the progress of a series of tasks and display it as a progress bar on a dashboard, (with the dashboard plugin for example).

A simple structure can be:
A list of tasks by customer/project in a note named “Something to achieve - OKR”

### Increase engagement on social media
#### Progress is: (2/4)
[x] Increase average number of shares from 50 to 100
[ ] Increase average number of comments from 10 to 20
[x] Increase average number of clicks per post from 100 to 200
[ ] Increase social media traffic from 5,000 to 10,000.

It can look like this:

The aim is to be able to retrieve this information, and insert it into a customer dashboard
It can look like this:

Have any of you set up something similar?
Thanks