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OKR template to successful migration of sales reports from Metabase to Cube.js

public-lib · Published about 2 months ago

The stated OKR aims for a successful transition of sales reports from Metabase to Cube.js. Key indicators of success include full migration and confirming data validity for all reports by the tenth week. This shift will help the company leverage Cube.js's capabilities, assuring superior handling of data for sales reports.

By the sixth week, the goal is to convert half of the longitudinal sales reports to Cube.js. This progressive approach ensures a smooth transition while minimizing potential disruption to current operations. This phase-by-phase transfer helps in tracking issues and rectifying them before a full-scale transition.

Prioritizing feature identification and documentation within Cube.js during the first two weeks of the project is another objective. A comprehensive analysis to prioritize feature necessity will be carried out. This early-stage strategy helps in focusing attention on crucial functionalities needed for effective analysis of sales reporting data.

Another component of this OKR is creating detailed documentation for each identified feature. This includes listing all necessary features for Cube.js, allowing for greater transparency and understanding of the platform's capabilities. This initiative will distribute knowledge among the team members and build confidence in the new reporting system.
  • ObjectiveObjectiveSuccessful migration of sales reports from Metabase to Cube.js
  • Key ResultKRComplete migration and validate data integrity for all reports by week 10
  • Key ResultKRConvert 50% of longitudinal sales reports to Cube.js by week 6
  • Key ResultKRIdentify and document all features needed in Cube.js by the second week
  • TaskAnalyze and prioritize each feature's necessity
  • TaskWrite detailed documentation for each feature
  • TaskList all required features for Cube.js
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Step 1. Sign up for a free Tability account

Go tohttps://tability.app/signup and create your account (it's free!)

Step 2. Create a plan

Follow the steps after your onboarding to create your first plan, you should get to a page that looks like the picture below.

Tability Import Options

Step 3. Use the magic importer

Click on Use magic import to open up the Magic Import modal.

Now, go back to the OKR examples, and click on Copy on the example that you’d like to use.

Copy from the template

Paste the content in the text import section. Don’t worry about the formatting, Tability’s AI will be able to parse it!

Importing from text

Now, just click on Import from text and let the magic happen.

Tability editor with imported content

Once your example is in the plan editor, you will be able to:

  • Edit the objectives, key results, and tasks
  • Click on the target 0 → 100% to set better target
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Step 4. Publish your plan

Once you’re done editing, you can publish your plan to switch to the goal-tracking mode.

Publish import

From there you will have access to all the features that will help you and your team save hours with OKR reporting.

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