--- title: "OKR Board for Salesforce Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about OKR Board for Salesforce Software - reviews, pricing plans, popular comparisons to other OKR products and more." source_url: "https://www.capterra.com/p/10004412/OKR-Board-for-Salesforce/" page_type: "product" language: "en" --- # OKR Board for Salesforce Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 15, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) OKR Board for Salesforce ## What is OKR Board for Salesforce? The OKR Board is a Salesforce OKR app that integrates the OKR framework into the Salesforce workflow. It is a complete solution for OKR implementation in the Salesforce — OKR Board lets you link your Key Results to tasks, provides real-time progress reports, and greatly reduces time spent managing your objectives. While the OKR Board comes with many advanced features — private workspaces, roadmaps, analytics, etc. — it provides excellent onboarding and is very easy to use. ## What is OKR Board for Salesforce used for? [OKR](https://www.capterra.com/okr-software/)[Strategic Planning](https://www.capterra.com/strategic-planning-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $10 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for OKR Board for Salesforce?[Manage this product listing](https://www.g2.com/products/okr-board-for-salesforce/claim_requests/new?auto=true) ## OKR Board for Salesforce Overview Updated September 2026 AI summary OKR Board for Salesforce enables organizations of all sizes to manage objectives and key results by offering goal setting and tracking, KPI monitoring, and strategic planning within a customizable dashboard. With features like real-time reporting, collaboration tools, and workflow management, it supports teams aiming to align priorities and monitor progress. Deployment options include cloud-based and desktop environments. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### OKR Board for Salesforce 0.0 VS. [4.8 (229)](https://www.capterra.com/p/182965/Profit/reviews/) Starting Price $10 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (229) Value For Money 0.0 (0) Value For Money 4.7 (211) Customer Service 0.0 (0) Customer Service 4.9 (215) ## OKR Board for Salesforce alternatives [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Peoplebox](https://www.capterra.com/p/197968/Peoplebox/) [4.6 (244)](https://www.capterra.com/p/197968/Peoplebox/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/197968/Peoplebox/) [Worxmate](https://www.capterra.com/p/10019512/Worxmate/) [4.8 (17)](https://www.capterra.com/p/10019512/Worxmate/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10019512/Worxmate/) [Business Base](https://www.capterra.com/p/265897/Business-Base/) [4.8 (57)](https://www.capterra.com/p/265897/Business-Base/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/265897/Business-Base/) ## FAQs about OKR Board for Salesforce Overview ### What company size and specific industries is OKR Board for Salesforce built for? OKR Board for Salesforce is designed for Salesforce-using organizations of any size that want to implement OKRs in their teams. It is especially suited to thought leaders and companies across industries that are adopting OKR practices within the Salesforce workplace. Features and Usability ### What are the key features of OKR Board for Salesforce? OKR Board for Salesforce offers goal management and goal setting/tracking, plus KPI monitoring, performance metrics, and progress tracking. It also includes dashboards and visual analytics, real-time reporting and alerts/notifications, access controls/permissions, collaboration tools with commenting/notes, document storage, data import/export, and third-party integrations. Integrations ### Which third-party tools and platforms does OKR Board for Salesforce integrate with? OKR Board for Salesforce connects natively to Salesforce Platform, Salesforce.org Education Cloud, and Salesforce.org Nonprofit Cloud. These Salesforce ecosystem integrations support organizations working across core CRM, education, and nonprofit environments with a focused set of connected deployment options. Getting Started and Support ### What training and onboarding options does OKR Board for Salesforce offer? OKR Board for Salesforce provides in-person training, live online sessions, documentation, and videos to help teams get started. In-person and live online formats support guided setup, while documentation and videos give users reference material and step-by-step learning resources for ongoing use. Getting Started and Support ### What customer support options does OKR Board for Salesforce offer? OKR Board for Salesforce provides Email/Help Desk, FAQ/Forum, and a Knowledge Base for customer support. These options give users written guidance and issue reporting paths, but no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 661 OKR reviews Capterra data shows that buyers of OKR software rank the following features as their top priorities: - **Strategic Planning** (**38%** of reviewers rated this feature as critical) - **KPI Monitoring** (**43%**) - **Goal Setting/Tracking** (**55%**) OKR Board for Salesforce supports all three top-priority features: Strategic Planning, KPI Monitoring, and Goal Setting/Tracking. Together, these capabilities help businesses align objectives with broader plans, track performance against key metrics, and keep progress visible across teams, allowing teams to stay focused on goals and make better decisions over time. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Ad hoc Reporting Generate one-off reports that meet information requirements Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Collaboration Tools Provides a channel for team members to share AI models, media files, communicate, and work together OKR Board for Salesforce 35 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Ad hoc Reporting: Generate one-off reports that meet information requirements - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Customizable Dashboard: Alter the layout and content of dashboards - Customizable Reports: Alter the layout and content of reports - Dashboard Creation: Creation and customization of dashboards - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Storage: Store and organize documents in a centralized system - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - KPI Monitoring: Tracking the status of previously identified performance measurements - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic $10.00 Per User,Per Month ## Integrations [ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ Salesforce.org Nonprofit Cloud](https://www.capterra.com/p/265078/Salesforceorg-Nonprofit-Cloud/)[ Salesforce.org Education Cloud](https://www.capterra.com/p/236802/Salesforceorg-Education-Cloud/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.