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Goals, OKRs & KPIs

Goals your whole team can see move.

Simple OKR software for small business: write the goal, add a few key results, link the projects that deliver it, and keep the numbers that matter on one board.

Start free

Free plan, no card needed. Or book a demo.

Set a goal

A clear goal, and the key results that prove it.

Write the outcome you want, pick an owner and a period, then add key results you can measure: a number, a percentage, an amount or a simple yes or no.

  • Weekly, monthly, quarterly or custom periods
  • Visible to everyone, the team only, or private
  • Parent goals, so team goals ladder up to company ones
Strategy map

See how every goal breaks down into work.

The strategy map shows each goal with its key results, initiatives, projects, milestones and tasks, all editable in place. Key results can move by hand, from tasks or from milestones.

  • Goal, key results, initiatives, projects and tasks in one tree
  • Pillars: the few big themes everything ladders up to
  • Campaign results can count toward a goal
Your numbers

KPIs that fill themselves in.

Add a number to track and say where it comes from. Money coming in, new contacts, form submissions, posts published and emails opened fill in on their own, month by month. Anything else, you type in.

  • Sources: Money, Contacts, Forms, Social media and Email
  • Set a target for each number
  • Say who watches it and which part of the strategy it serves
Check-ins

Weekly check-ins, drafted for you.

Each week the owner says how the goal is going, whether they will hit it and what changed. Short on time? Draft it for me asks Chip to write it from what changed since the last check-in.

  • Health: On track, At risk or Off track
  • Confidence, blockers and a feedback thread
  • Optional approval rules before a goal counts
Works with everything

Work talks to the rest of your business.

Everything below shows up on the client's record on its own, so you never piece the story together by hand.

MoneyMoney coming in and going out, as live numbers
CRMNew contacts counted for you
MarketingCampaign results count toward goals
WorkOne record per client
SitesForm submissions tracked month by month
WorkProjects, milestones and tasks move key results
Chip AIChip drafts your weekly check-in
Chip AI

Ask Chip. It already knows your work.

Chip works from your own records, so the answer comes with names, amounts and dates, and a next step you can take in one click.

Meet Chip
Plans

Which plans include goals?

Goals, the strategy map and your numbers board live in Work. Drafting a check-in with Chip uses Chip credits.

  • FreeIncluded, free forever
  • StarterIncluded, 30-day trial
  • GrowthIncluded, 30-day trial
  • ScaleIncluded, 30-day trial
For agencies

Win the pitch. Bill the work.

Proposals, projects and invoices for every client, without four tools in between.

Questions about goals

What is an OKR?
An objective (the goal you want) plus a few key results that measure it. In startbuddi you write the goal, then add key results as numbers, percentages, amounts or yes/no.
Can I track business KPIs automatically from invoices and forms?
Yes. On the Numbers board, pick a source such as Money coming in, New contacts or Form submissions and it fills in month by month.
How do I connect goals to projects and tasks?
Link a project to a goal from the project, or build the tree on the strategy map. Key results can then move from tasks or milestones.
Is this a simple OKR tool for startups?
Yes. Start with one goal and two or three key results. Pillars, approvals and timelines are there when you need them.
Can goals need approval?
If you want. Set approval rules for company and team goals, all goals, or none.

Know if you are winning, every week.

Goals, key results and live numbers, linked to the real work. Start free.

Start free
Or book a demo and we'll set it up with you.