{"id":2331,"date":"2024-03-10T12:37:45","date_gmt":"2024-03-10T11:37:45","guid":{"rendered":"https:\/\/wearekemb.com\/?p=2331"},"modified":"2026-08-12T14:46:33","modified_gmt":"2026-08-12T14:46:33","slug":"tracking-with-supermetrics-and-okr-excel-template","status":"publish","type":"post","link":"https:\/\/wearekemb.com\/en\/tracking-with-supermetrics-and-okr-excel-template\/","title":{"rendered":"How to easily track OKRs in Excel using Supermetrics"},"content":{"rendered":"\n

In this article we will guide you through the process of tracking your Objectives and Key Results in a simple and straightforward way using Excel and Supermetrics. We created an OKR Excel template for you and we will explain step by step how to use it and customize it according to your individual needs so that you can really take your OKR tracking to the next level with Supermetrics!<\/p>\n\n\n\n

Do you prefer Google Sheets over Microsoft Excel? Not a problem. We also provided a walkthrough on how to set up your OKR Tracking using Google Sheets \u2013 because the devil is usually in the details. Just follow the link to our article on how to set up your OKR Template for Google Sheets<\/strong><\/a> with a matching editable template. And if you still have doubts about why you should use OKRs in the first place, the linked article provides detailed background information to guide you in making that decision. Are you already convinced? Are you an Excel user? Then you are in the right place.<\/p>\n\n\n\n

I. Why use OKRs? And how do you track them?<\/h2>\n\n\n\n

We want to quickly delve into the world of OKRs (Objectives and Key Results) and Supermetrics, before we dive into the actual process. In short, OKRs are basically a goal setting framework used by organisations, teams and individuals to define <\/span>measurable goals<\/strong> <\/span>and <\/span>track their outcomes<\/strong>.<\/p>\n\n\n\n

They are used by many teams to put their company goals in an <\/span>actionable framework<\/strong> <\/span>that interlinks the sub-goals of each department or team. OKRs are known for helping organizations and teams improve performance and employee satisfaction. The framework also fosters teamwork \u2013 each team member contributes to how every goal is achieved while improving their leadership skills in their role as DRIs (Directly Responsible Individuals).<\/p>\n\n\n\n

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We at Kemb<\/a><\/strong> for example have been using OKRs since 2014. We implemented an automa<\/span>ted and effective framework that helps us track our quarterly-defined OKRs on a weekly basis using Supermetrics queries \u2013 and so you can with the help of our excel template.<\/span><\/p>\n\n\n\n

Supermetrics<\/a> <\/span><\/strong>is a data integrator\/connector that streamlines data delivery from 80+ sales and marketing platforms into various analytics and reporting tools. Basically, you can build an automated process with Supermetrics queries and stop wasting time on copying and pasting data.<\/p>\n\n\n\n

So much for the background, now let\u2019s get down to business and start working out your OKR Excel template.<\/p>\n\n\n\n

Set up your framework \u2013 Preliminations<\/h3>\n\n\n\n

Working smartly and automating your processes go together especially when it comes to data and reports. Hence, we highly recommend that you set up an automated process to track your OKRs from the get-go. Supermetrics comes in handy in this case as it allows you to connect to almost all your data sources with just a few clicks in excel. To get you started, we recommend the following steps. <\/p>\n\n\n\n

<\/span>1.1 Set S.M.A.R.T. Goals<\/h3>\n\n\n\n

Setting SMART (Specific, Measurable, Achievable, Realistic, and Timely) objectives and goals probably is the most important but also a very demanding task. Measurability is particularly important when it comes to automation. So take the time to select, question, and finally define appropriate goals as precisely as possible. In our experience, automating OKRs challenges you in making sure your goals are easily measurable.<\/p>\n\n\n\n

An example might be: <\/span>\u201cAcquire 500 organic website visits this quarter.\u201d<\/em><\/p>\n\n\n\n

<\/span>1.2\u00a0Where to get your data from?<\/h3>\n\n\n\n

Defining the actual metrics you need in order to track your OKRs is the first big step. Once this is done, you should think of <\/span>how<\/strong> <\/span>and <\/span>where<\/strong> <\/span>to source the required data.<\/p>\n\n\n\n

What is great with Supermetrics queries is that you can import data from different sources with just a few clicks. In the link you can find a list with all available <\/span>Supermetrics Connectors<\/a>. <\/p>\n\n\n\n

An example might be: <\/span>sourcing organic website visits data from Google Analytics through Supermetrics.<\/em><\/p>\n\n\n\n

<\/span>1.3 Getting your data to Excel using Supermetrics queries<\/h3>\n\n\n\n

Once you know what data needs to be collected, the exciting part can start \u2013 bringing in the data into one excel file that will serve as your main OKR dashboard. We highly suggest you use a separate tab for data import in our OKR Excel template. You will find a \u201cWeekly Import\u201d tab in our template which you can use to store all your raw data extracts. We also recommend using the date range \u201cyear to date\u201d and to split the data by \u201cyear & week (Mon\u2013Sun)\u201d. Section 2 provides further explanation.<\/p>\n\n\n\n

<\/span>1.4\u00a0Matching your data\u00a0<\/h3>\n\n\n\n

After you have successfully imported the data, you need to match the data in the \u201cWeekly Import\u201d tab to the key results in the OKRs dashboard. You can find a detailed explanation on how to do this in section 2.<\/p>\n\n\n\n

<\/span>1.5\u00a0Set-up automated periodic refreshes<\/h3>\n\n\n\n

Once you are certain that your data import queries ran correctly, you can easily set-up weekly refreshes to update your metrics. You can also decide to automatically send weekly update emails to your team-members to create more visibility and keep everyone on track.<\/p>\n\n\n\n

<\/span>A Process worth going through<\/h3>\n\n\n\n

Automating your OKR refreshes helps you in a lot of ways. Just to give you a few examples:<\/p>\n\n\n\n

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  1. You will create more awareness and a better understanding of both team and personal OKRs. Through visibility and involvement, you encourage collaboration throughout your company. People get a better understanding of their colleagues day to day work and how everyone contributes to a shared vision<\/li>\n\n\n\n
  2. You will significantly reduce the risk for potential copy & paste errors when manually editing the data<\/li>\n\n\n\n
  3. This will also lead to significant time savings, as Supermetrics automatically updates all the relevant data for you<\/li>\n\n\n\n
  4. One last practical benefit is of course to solve the problem of weekly meetings with missing numbers.<\/li>\n<\/ol>\n\n\n\n

    Now that we are all caught up on what OKRs are, how they can benefit your team and how to automatically refresh your dashboard using Supermetrics queries, let\u2019s delve deeper into how to set-up your goals tracking. They can be implemented and tracked on three levels:<\/p>\n\n\n\n