Getting Started for Product Champion's

Welcome to Results

Moving into the world’s most complete and mature business management platform should take less time and effort than most any other system you’ve configured. Should you need it, please do not hesitate to reach out for assistance – our customer satisfaction rating is consistently over 90%.

This Getting Started Guide will tell you everything you need to do to put your management team into the application so they can fly it from there.

In this article we'll cover:

Logging In

Setting Up Users

Enabling Integrations

Setting Up Teams

Setting Up Meetings

Understanding Goal Types 

Setting Up Goals

Communication Channels

Logging In

The first time you login you’ll be taken to your RESULTS dashboard.  Here you’ll see a collection of your individual goals and tasks, as well as our watercooler which is where you can communicate with your entire company or with your team directly.  

To login:

  1. Go to
  2. Enter your username and password.  If you ever forget your password you can click on the ‘forgot password’ link and we’ll send you an email so you can login.

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Setting up Users

Since manages people, everything in it must belong to a person. Thus, the first thing we do is create users.

To create a new user, click on the 'More' menu then click on the 'users' option. At the top right of this space is a '+' sign. Click it, and the Create User form will appear on the right hand side of the screen. Find it here.


Each user must be assigned their Permissions. There are four, in the dropdown:

  • Restricted User: Guest; they can change only things they’ve created for themselves and view their team’s goals and projects.
  • User: Employees; they can change their own KPIs, OKRs and tasks, including team goals which are assigned to them.
  • Team Admin: Managers; they can change their own and their Team’s world.
  • Site Admin: Ultimate power; can view and change all teams. 


TIP: If you have a number of Users to create, you can do it all at once with our user upload.


Enabling Integrations

Enabling integrations is a powerful way to automatically pull data from third party applications which hold information about your company's KPI’s.  

We recommend setting up your integrations prior to diving into creating goals since both Users and Teams will own goals which may rely on data that is accessed through an integration like Salesforce or Netsuite.   

NOTE: Integrations are user-specific. You’ll use a user’s login to open the API, and only data that user can access will be transferred. Similarly, when a user logs into RESULTS, they can only see Integrations for which they have the required level of access in the other application.

To Enable an Integration: 

  1. Click on 'More', select 'Integrations' and then click on the '+' sign in the space to the right. It looks like this. 
  2. Give your Integration a name. It’s a good practice to let yourself know the Integration’s level of access as part of your naming convention.
  3. From the dropdown menu, select the outside application to which you’re connecting. Click 'Create,' and wait for the page to refresh, which you might need to do manually.  The new Integration will show up in the middle panel.
  4. Tick the 'Enable' box
  5. Last, click on the lock icon. This will take you to the login screen of the other application. Login, and the API will be authenticated. 

NOTE: RESULTS recommends the administrator for the source system authorize the intended integration.Setting up Integrations simply opens the API between RESULTS and the other application. You won't actually select the data points you want to use until you (or anyone else) is setting up a Goal.  From now on, when you’re creating certain types of Goals, you’ll be able to import any data you can see from that other application.

For details on each available integration check out our integrations documentation.

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Setting up Teams

To create a new team, navigate to the team dashboard and click on the "+ New Team" option at the top of the page. 

To make changes to existing teams, like adding a new Manager or Team Member, go to the Teams page and click on the team name you would like to make changes to.  From there you can click on the "Add Team Member" option.  

NOTE: If a user doesn't yet exist in RESULTS, you'll still need to add them using the steps listed in the next section for Adding a New User. 

If you’d like to re-order the Teams, simply drag and drop from the Teams Page. 

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Setting up Meetings

One of the things that will be critical to your success will be making sure that each user in is attending a meeting.  This ensures accountability for the goals that they're responsible for. has a number of out of the box meeting agendas to choose from based on our best practices.

We've created this helpful worksheet, which you may download, to help you and your team work through these agendas and plan out your meetings cadence in RESULTS.

Once done, follow this video on how to create a run a meeting in RESULTS.

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Understanding Goal Types

All goals are measured on a red-yellow-green scale, with red indicating a problem, yellow indicating progress but needs attention, and green meaning the goal is on or above target. For each type, you’ll set up targets which may be due dates or thresholds, depending on the goal type, RESULTS will then automatically update the color of your goal based on where you are in relation to your target.

They key types of goals that you'll use when getting started are listed below. 


Objective & Key Results (OKR)

OKRs are projects, and they measure progress within a timeframe. When they stand alone, you can manually update their progress by clicking on the ‘current value’ field within the goal and changing the percentage.

Additionally, OKR’s can be setup to have child goals.  Child goals (except link goals) will roll-up and affect the your parent goals rate of progress.  You can setup child goals underneath a parent OKR by clicking on the setting icon once you save your OKR.  We recommend using this option when you would like to see performance broken down by individual or are working on a project across functions where each function has specific goals that impact a larger company goal.

Detailed History or Key Performance Indicator (KPI)

Detailed History Goals allow you to set success and warning thresholds for a given KPI or datapoint, and then periodically enter it by hand or to upload it from a .csv file to track it over time. This gives you complete control over what the goal means and how progress is measured with the visibility to see trends over a month, a quarter or annually

KPI Integration Goals

The Integrations workhorse that pulls a single data point from another application, indicates where it stands in the red-yellow-green scale, and records it to show trends.

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Setting up Goals

Since the entire platform makes it easy to discuss and accomplish goals, it’s also really easy to create new ones. You can create them on your Dashboard page, on any Team page, and during a Team Goal meeting. 

First, depending on which page you're on (Dashboard, Team's Page or in a Meeting) you'll look for the '+' option to create a new goal and then select the goal type you would like to create. Next you'll complete the creation of that goal which will vary depending on they type of goal you select, as described below.

Objective and Key Results (OKR)

To create an OKR Goal: 

    1. Complete 'Name' and 'Due Date', both fields are required.
    2. ‘Describe the Key Results’ - Document the key milestones to success and the high level overview of what the Key Results of this Project will be.  This is also a great place to save links to documents or other resources.
    3. Every OKR must be assigned to a 'Team,' even if it will be accomplished by one person, and it must be assigned a 'Goal Owner' even if it will be accomplished by a Team.  This helps enforce visibility and accountability. 
    4. The 'Scope' determines who will see the Goal on their Dashboard Page.
      • If the 'Scope' is 'Team,' them everyone in the organization will see it whenever they look at the Team page.
      • Set to 'Individual,' it will appear only on that person’s Me Page. Please note, however, that anyone can navigate to anyone else’s Me Page.

Detailed History Goals or KPI

To create a KPI: 

    1. 'Name' is required but 'Due Date' is not because these goals might be tracked for long periods of time and, often, all of that history is of interest.
    2. 'Team' and 'Goal Owner' and 'Scope' function the same way.

Next there are some decisions you'll need to make around formatting so your data will appear correctly in the Goal: 

    1. Format as: each time you manually input data should it appear as:

      • Currency: is used for metrics that are measuring financial values such as sales or gross profit or average sale price.
      • Number: is frequently used for activity numbers such as number of appointments made. 
      • Percentage: is frequently used for effectiveness measures when we are looking to improve performance for example profit % or review expenses vs budget.

    2. Goal Value Calculation: Once you’ve done that, how would you like RESULTS to calculate your goal based on the data you input?

      • Average of Values: within the reset interval, e.g. weekly, monthly, quarterly should the data you enter appear as an average?
      • Current Value: within the reset interval should your data appear as your last reported value? 
      • Sum Values: within the reset interval should your data appear as a sum? 

        TIP: For common use cases on goal value calculation take a look at our quick reference guide

      • Reset Interval: determines when the application will return the value to zero. (Don’t worry; 'Never' is one of the options.)
      • Work Days: Tell the application your work week so it will reset on a meaningful schedule.
      • Reminder Interval: Tell the application how often to remind you to manually input data. A yellow flag will appear with the goal if it's out-of-date. 
      • Target Values

        • Target: based on your goal calculation, what number do you need to hit within a reset interval? 
        • Warning: when do you want RESULTS to flag your goal to let you know you're off track?

          GREEN = When the goal is at or above the Target for today's date

          YELLOW = Below the target, but above the warning for today's target. The threshold represent's the bad target for today.

          RED = The goal is off track, and is below your warning for today's date.

      • Your 'Strategy' measures your progress against time. You’re either maximizing, accumulating over time, or minimizing, eliminating over time. RESULTS will automatically indicate your strategy to you based on your target values.  
      • Pro-rating: can only be selected if your goal has a due date or a reset interval.  The reason is that, if selected, pro-rating will provide you with a daily target based off of the number of days you have to complete a goal by your due date.  
TIP: Learn more about common use cases for pro-rating by checking out our guide to pro-rating

KPI Integration Goal

To create a KPI Integration Goal: 
  1. After you select a KPI Integration Goal, scroll down and you will find a list of all the Integrations you’ve set up. Click the one you want.
  2. The panel automatically scrolls to the bottom to show you a list of the data sets available.
  3. Select the metric you would like to pull from your 3rd party data source.  If you don't see what you're looking for, email
  4. 'Name' is required but 'Due Date' is not because these goals might be tracked for long periods of time and, often, all of that history is of interest.
  5. 'Team', 'Goal Owner' and 'Scope' function the same way as described in OKR's.
  6. Format as will determine how your data will display, similar to how detailed history goal works.  

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  7. Communication Channels


    The Watercooler is an open forum that builds community across your whole company. It displays in your dashboard on the right-hand side. Everyone can see it; everyone can post to it. Use it to trumpet good news, to ask everyone for input on something, or to communicate useful information.  

    To make sure this is as fun as social media, we give you a ton of special phrases and emoji’s to play with.



    Connect lets teams and individuals form groups. It replaces email and facilitates collaboration. Access it by clicking “Connect” or the conversation icon in the left hand menu.

    There are three ways to Connect.

    Teams are at the top. Managers can create Teams where everyone included can communicate openly. When a team member comes to Connect, the teams they belong to will appear under this heading. Clicking on the name of the team opens the conversation in the middle of the screen.

    Next are Goals. Anyone can click on the magnifying glass next to the header and see all of the Goals currently active across the entire company. Next to each of them is a star icon; clicking on it lets the user join the conversation about that goal. Click “Back” at the top of the right-hand panel, and the Goal you want to track appears beneath this header.

    After that there are Groups. Click on the magnifying glass a list of all Public groups appear in this panel. Click on the star next to one, and you’ve joined it. Or, create a new one by clicking the bottom at the bottom. Name it and add members by starting to type their name until they appear in the dropdown. Tab to select or click on the name. The next time those members login, they will see this Group’s name beneath this header.

    Last are one-on-on conversations, starting a one-one-one conversation works the same as a group conversation.  Search for the person you would like to speak with and star their name.  They will now appear in you users section until you un-star them.

    Notice that you have the option to make the group “Private.” If you do, then that Group won’t appear in the list when non-members click on the magnifying glass. Otherwise, it works the same.

    Open a Connect forum in the middle panel to see the input field at the bottom. Notice the paperclip icon in the text box – you can attach files of almost any size to your message. To the left, notice the drop-down box. This lets you tag your message. Usually, it’s a “Comment,” which is the default. However, to alert other team members that you need help or input, you can tag it a “Question.” Conversely, if you’ve answered someone’s question or resolved an ongoing discussion, you can tat it a “Decision.”

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