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About
Plan and track team OKRs directly in Notion. This lightweight tracker makes it easy to align goals, monitor key results, and keep your CS strategy focused.
This OKR Planning & Tracking Template helps Customer Success teams set clear goals, define measurable key results, and stay aligned across quarters. Designed to be simple yet powerful, it includes a database where you can:
Add Objectives by focus area or journey stage
Link multiple Key Results to each Objective
Track progress with automatic calculations and progress bars
Assign ownership and review cadence
It’s fully customizable and flexible for teams of any size. Whether you’re planning quarterly CS goals or tracking long-term strategic initiatives, this template keeps your OKRs transparent, actionable, and easy to review in one place.
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