OKR — Objectives & Key Results

BSC-aligned OKR platform with cascading objectives, goal state machine, INSERT-only track history, and real-time dashboards

Key Concepts Glossary

Database Schema — Master Tables

MOKRCYCLE

MOKRPERSPECTIVE — BSC Perspectives (Client-Extensible)

MOBJECTIVE — Enhanced Objectives

MOKRALIGNMENT — Many-to-Many Objective Links

Transactional Tables

TGOAL — Key Results (Enhanced)

TGOALTRACK — Progress History (INSERT-ONLY)

TCHECKIN — Dual-Side Check-ins

MOKRTEMPLATE / MOKRGOALTEMPLATE — Objective Templates

Seed templates: "Grow Revenue by X%", "Improve NPS Score", "Reduce Cycle Time", "Upskill Team in [Technology]", "Achieve Compliance Certification"

OKR Cycle Lifecycle

Objective Hierarchy & Alignment

MOKRALIGNMENT stores these relationships as rows. A personal goal can align to multiple team objectives (many-to-many). The GetObjectiveAlignment endpoint returns the full cascade graph for visualization.

Goal Status Machine

State Machine SQL (GoalQB)

-- Derive new status from progress percentage
UPDATE TGOAL
SET    CurrentProgress  = @ProgressPercent,
       CurrentValue     = @CurrentValue,
       Confidence       = @ConfidenceLevel,
       Status           = CASE
           WHEN @ProgressPercent = 0    THEN 0   -- NotStarted
           WHEN @ProgressPercent < 25   THEN 1   -- InProgress
           WHEN @ProgressPercent < 100  THEN 2   -- OnTrack
           WHEN @ProgressPercent = 100  THEN 4   -- Completed
       END
WHERE  GoalId = @GoalId AND TenantId = @TenantId AND Status != 5  -- guard: never update Cancelled

Objective Progress Rollup

Called automatically inside GoalBLL.UpdateGoalProgress after every track entry — never exposed as a public endpoint.

CloseOKRCycle Cascade (Transaction)

Recursive CTE — Objective Tree

-- ObjectiveQB.GET_OBJECTIVE_TREE
WITH ObjectiveTree AS (
    -- Anchor: root objectives (no parent)
    SELECT o.*, 0 AS TreeLevel
    FROM   MOBJECTIVE o
    WHERE  o.ParentObjectiveId = -1
    AND    o.OKRCycleId = @OKRCycleId
    AND    o.TenantId   = @TenantId

    UNION ALL

    -- Recursive: children
    SELECT o.*, ot.TreeLevel + 1
    FROM   MOBJECTIVE o
    INNER JOIN ObjectiveTree ot ON o.ParentObjectiveId = ot.ObjectiveId
    WHERE  o.TenantId = @TenantId
)
SELECT * FROM ObjectiveTree
ORDER BY TreeLevel, ObjectiveId
OPTION (MAXRECURSION 10)  -- guard against runaway hierarchy; 10 levels is ample

API Endpoints Reference

OKR Cycle

Objectives

Goals (Key Results)

Check-ins, Dashboard & Analytics

Sample Scenarios

Scenario A — Q1 FY2026 OKR Setup

Scenario B — Goal Progress Update (INSERT-only TGOALTRACK)

POST /OKR/Goal/UpdateGoalProgress
{
  "GoalId": 501,
  "ProgressPercent": 75.0,
  "CurrentValue": 22.5,
  "Remarks": "Strong pipeline entering Q3 — 22 of 30 leads qualified",
  "ConfidenceLevel": 2
}

-- Result:
-- 1. INSERT TGOALTRACK (GoalTrackId: NEW, GoalId: 501, ProgressPercent: 75, CurrentValue: 22.5,
--       ConfidenceLevel: 2, TrackedOn: 2026-03-15, TrackedById: 101)
-- 2. UPDATE TGOAL SET CurrentProgress=75, CurrentValue=22.5, Confidence=2, Status=2 (OnTrack)
-- 3. ObjectiveId 200 → OverallProgress recalculated from weighted avg of all goals
-- 4. Publish Dapr: okr.goal.progress.updated
-- Previous TGOALTRACK rows for GoalId 501 are NEVER updated or deleted

Scenario C — BSC Dashboard View

Scenario D — Goal Progress Trend (TGOALTRACK history)

OKR Templates

Integration Map

Dapr Events

Caching Strategy

Legacy GB4 vs GB5 OKR