This is the first screen you see after you log in to your Quantive Results account. In the sub menu of your home screen you will now see any favorited items you have marked as favorites from other sections for easy access.

*Note that Essentials customers will not have access to the To-do section as they do not have access to Tasks.

From the Home page, you can:

This is the place where you create, edit, organize, align, and analyze OKRs.

All OKRs are distributed into sessions, and depending on the session status and the permissions you have, you can:

This is the OKRs reporting section. You can view the:

The Performance report gives you a high-level overview of your organization’s OKRs and tasks’ ongoing progress.

The Process report provides insights describing how effectively your organization is at running the OKRs process.

You can use Reports (formerly Lists) to build a custom report of items and share it with others. You can create a custom report of objectives, key results, tasks, employees and teams.

Example: The following are some examples of the custom reports that you can create:

Insights are a way we can visualize data, That data could be directly from Quantive Results or a third party data source such as Jira, Pipedrive, or Hubspot that you have integrated with your Quantive Results account.

You can:

Creating dynamic key results allows you to automatically update your key results based on insights that are created from the data sources you have integrated with your Quantive Results account. For example, you can take the insight data gathered from your average open deal size in your Hubspot account and create a dynamic key result that is tied to a created objective within an open session that automatically updates based on your Hubspot data.

In the People section in Quantive Results users can:

You can use Robotic Process Automation (RPA) to save time by automating repetitive tasks. For example, instead of manually checking if someone is compliant with your organization’s OKR policies, automation helps you streamline the process, boosting productivity while reducing human errors.

You Create automations to ensure:

The Marketplace is a place where you can connect your everyday apps/tools to your Quantive Results account, or if your new to OKRs, Insightboards, or Insights and need some inspiration, you can browse and download our predefined OKRs, insights and insightboards directly to your account all with a couple of clicks.

If you want to jump-start your OKRs process, you can use the following:

By clicking your avatar at the bottom of the navigation, you get quick access to edit your profile, manage personal account notifications, switch to a different account or log out of Quantive Results.

In Edit profile you can add a profile photo, change your name, password, or language settings. You can also manage your navigation theme color for your account.

At the bottom of the navigation pane are the settings available for users with the Admin user role in Quantive or the respective permissions level.

If you have permission to manage the account settings, you see a gear ⚙️ icon at the navigation pane’s bottom.

Account settings is broken up into 4 main sections:

At the bottom of the navigation pane, you can access your notifications. This is the place to read the latest news and adjust your personal notifications settings.

The Question mark icon at the bottom of your navigation gives you access to our Support Center.

Here you can: