How to Create and Track OKRs in Notion
OKRs (Objectives and Key Results) are the goal-setting framework used by product teams to align strategy with execution. Notion is a popular tool for tracking OKRs because its database features let you build a structured system with progress tracking and rollups.
This guide shows you how to build a complete OKR tracking system in Notion, from database structure to quarterly review workflows.
Step-by-step guide
Step 1: Create the Objectives database
Create a full-page database called "Objectives." Add properties: Quarter (select: Q1-Q4), Year (number), Owner (person), Status (select: On Track, At Risk, Off Track, Achieved), Level (select: Company, Team, Individual).
Step 2: Create the Key Results database
Create a separate "Key Results" database with a relation to Objectives. Add properties: Target (number), Current (number), Progress (formula: Current / Target * 100), Status (select), and Notes (text).
Step 3: Set up rollup properties
In the Objectives database, add a rollup property that calculates the average progress of related Key Results. This gives you an automatic "health score" for each objective based on its key results.
Step 4: Create quarterly OKR templates
Build a template in the Objectives database for each quarter. Include a standard format: 1 objective with 3-5 key results. Pre-fill the Quarter property so new OKRs are tagged correctly.
Step 5: Add a dashboard view
Create a board view of the Objectives database grouped by Status. This gives you a kanban-style OKR dashboard showing On Track, At Risk, and Off Track objectives side by side.
Step 6: Schedule weekly check-ins
Create a recurring weekly task to update Key Result "Current" values. The rollup formula will automatically recalculate progress. This keeps OKRs alive rather than setting and forgetting them.
Common mistakes
Too many OKRs
Teams often set 5-7 objectives with 5 key results each. That is 25-35 things to track. Aim for 2-3 objectives with 3 key results each. Focus creates impact.
Key results that measure activity, not outcomes
"Ship 5 features" is an activity metric. "Increase retention from 40% to 55%" is an outcome metric. Key results should measure what changes for users or the business, not what the team does.
Not reviewing OKRs weekly
OKRs that are set and forgotten provide zero value. Weekly progress updates keep OKRs relevant and create early warnings when things go off track.
Tips
- Use Notion's filter views to show only your personal OKRs, your team's OKRs, or company-wide OKRs
- Link OKRs to relevant PRDs and projects so you can trace strategic goals to tactical work
- Color-code the Status property (green = On Track, yellow = At Risk, red = Off Track)
- Archive each quarter's OKRs as a separate page for historical reference
How Vantage helps
OKRs define what to achieve. Vantage helps you build what achieves them. When you create a project in Vantage, reference your OKRs as context. The AI grounds the PRD in your strategic goals, and cross-project conflict detection flags when two projects target conflicting key results.