Monthly Objectives — OKR Tracking
The Monthly Objectives module lets you define, track and evaluate strategic objectives for each department using an OKR format adapted to your context.
Access
Route: /dashboard/lean/objectives
Roles: Admin, Manager, Supervisor
Module: Operational Excellence (Lean)
Features
List View
Displays all objectives for the month with filters by:
- Status: Not started, In progress, Overdue, Completed, Cancelled
- Priority: P0 (Critical), P1 (High), P2 (Normal), P3 (Low)
- Responsible department
- Assignee: Employee in charge
Gantt Chart
Monthly grid showing:
- Progress (%) of each objective per week
- Colour-coded: green = completed, yellow = in progress, red = overdue, grey = not started
- Updated by clicking directly on the grid
Dashboard
Consolidated KPIs:
- Overall and per-department completion rate
- Overdue objectives requiring action
- Monthly trend (vs. previous month)
- Top departments by performance
Workflow
- Creation: The Manager defines monthly objectives with priority and target date
- Tracking: Assignees update the completion percentage
- Review: Management summary for presentation at leadership meetings
- Closure: Validation of completed objectives with proof (evidence_url)
Integration
- ChatERP: The chatbot accesses objective data for contextual responses
- PDCA: Strategic objectives break down into operational PDCA tasks
- Analytics: KPIs feed the global Analytics dashboard
Data
| Field | Description |
|---|---|
title | Objective title |
priority | P0-P3 |
status | Not started, In progress, Overdue, Completed, Cancelled |
completion_pct | 0-100% |
month | YYYY-MM format |
target_date | Target date |
evidence_url | Link to proof of completion |