Modules
Strategy
Set direction for your whole company — goals, OKRs, and plans — and track progress against them.
What the Strategy module does
- Goals & OKRs — define objectives and the key results that measure them.
- Planning — break big goals into initiatives and owners.
- Progress tracking — see how the company is tracking toward its targets.
Setting OKRs
Create an Objective (what you want to achieve) and attach measurable Key Results. Assign owners and update progress regularly. Because BOS connects modules, key results can draw on real data from CRM, Finance, and Operations.
Connected by design
A revenue OKR can reflect actual closed deals from CRM and invoices from Finance — no manual copying. Your strategy stays anchored to what's really happening.
AI features
- Ask Orin to draft OKRs for a quarter based on your priorities.
- Get progress summaries and risk flags for goals that are falling behind.
Governance & audit
Changes to goals and plans are recorded in the audit trail, so the evolution of your strategy is always traceable.