Tracking Goals and OKRs in Notion for Business Success

• Setting and tracking clear goals is vital for any business.
• The OKR framework (Objectives and Key Results) is popular for aligning teams and measuring progress.
• Notion can be an ideal platform to implement OKRs and goal tracking, thanks to its flexible databases and relations.

Setting and tracking clear goals is vital for any business. The OKR framework (Objectives and Key Results) is popular for aligning teams and measuring progress. Notion can be an ideal platform to implement OKRs and goal tracking, thanks to its flexible databases and relations. In this post, we’ll show how to set up goal management in Notion so you and your team stay on track toward big results. What are OKRs ? OKRs stand for Objectives and Key Results. An Objective is a high-level goal (e.g.

“Expand into European market”), and Key Results are measurable steps that track progress toward that goal (e.g. “Sign 5 new EU clients” or “Increase international revenue by 30%”). This framework keeps goals specific and measurable. Why use Notion for OKRs ? Notion’s strength is customization. You can create a dedicated Objectives database and a Key Results database, link them, and build dashboards.

According to one guide, Notion offers “a flexible and customizable platform for creating goal trackers and implementing OKRs ” . It means you’re not locked into rigid software – you control the structure.

Step-by-step setup

Create an Objectives database. Make a new page and add a database (Table or Board) called

“Objectives”. Add properties like

Name (title of the objective) Description (text with details) Owner (person responsible) Timeline (date or multi-select quarter)

Status (select: e.g. On Track, Delayed, Completed)

Progress (number/rollup – we’ll use this later) Key Results (relation to the Key Results database). Create a Key Results database. On the same page or a subpage, add another database called “Key

Results”. Give it properties

Name (title of the key result) Objective (relation to the Objectives database) Lead (person leading this result) Metric (select or text e.g. Revenue, Number of users, etc.)13 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13.

Initial Value (number , starting point) Current Value (number , updated as you progress) Target Value (number , the goal to hit) Progress (formula – see below) Quarter or Period (select). Link Objectives and Key Results. In your Key Results entry, set the “Objective” relation to the appropriate objective. In the Objectives DB, the “Key Results” column will automatically rollup related items. This establishes a two-way link: each objective knows its key results. Add a progress formula. To calculate how far along each key result is, use Notion’s formula

property. For example, a formula like

toNumber((prop("Current Value") - prop("Initial Value")) / (prop("Target Value") - prop("Initial Value"))) Then format it as a percent. This yields a percent complete. For visual appeal, enable the progress bar option on that column so you see a bar filling up as you update the number . (This approach is recommended in Notion OKR templates .) Roll up progress to objectives. In the Objectives database, add a “Progress” property (rollup) and point it to the Key Results → Progress formula. Use the average or percent complete of all key results. This way, an objective’s progress bar automatically reflects its KRs.

Add views and filters. Now that data flows, create useful views

In Objectives: perhaps a Board by Status to see which objectives are done or still in progress. Or a timeline by quarter . In Key Results: a Table grouped by Objective, or a Kanban by Quarter , or a timeline. You could filter to see only current quarter’s OKRs or only objectives assigned to you. Monitor and update: Each week or each month, update the Current Value on your key results. Notion will auto-adjust the progress bars.

You can even link to supporting docs: in each key result page, embed charts or notes that justify the numbers. Use Notion’s comments to discuss adjustments or blockers. Automate reminders: You can add a Last Updated date property (set it manually to today when you update). Then create a “View” filtered to items not updated in, say, 14 days, to flag stale entries. Or use Notion’s reminders (@today or recurring tasks) to prompt quarterly reviews.

Templates and inspiration: Many ready-made templates exist to get you started. For example, Buffer (the social media scheduler) has a free OKR Notion template that shows these ideas in action . You can duplicate such templates and tweak them. Alternatively, check notiontemplatestore’s library for business OKR trackers. The key is to adapt the structure to your business terms (you might use “Departments” instead of Teams, or specific metrics).14. 15. 16. 17. 18. 19. 20.

21. 22. 23. 24. 25.

Best practices: Keep objectives ambitious but realistic. Under each objective, focus on 3–5 key results (any more and tracking gets scattered). Review progress regularly – at least monthly. Celebrate key milestones (e.g., when Current Value reaches Target Value). And always tie back to real outcomes: if a KR says “Increase revenue by 20%”, make sure you’re linking it to actual sales data. By building your OKR framework in Notion, you get a living dashboard that grows with your business. It combines goal-setting, status updates, and team collaboration in one place. As one guide puts it, “Notion is a powerful and flexible tool for goal tracking and implementing OKRs” . Start simple, refine as you learn, and watch how transparency around objectives boosts alignment and performance.

Next step

If you want to turn this into a reusable workspace, save your best blocks as a page template, name your properties consistently, and test your setup on mobile. Small tweaks like clearer statuses, fewer views, and better naming make a template feel instantly premium.

Try the free tools to estimate time saved and plan your next build, or head back to the Articles page to keep learning.