Close out a period

Available on all plansHow-toOpen in DealJourney

When the period's end date has passed, a bar appears at the top: This period has ended. Grade your goals and roll unfinished work into the next period.

  1. 1Open Goals and select the period that has ended.
  2. 2On each goal, click Grade. Score it from 0.0 to 1.0. Score this goal from 0.0 to 1.0. In OKR scoring, 0.7 is success: hitting 1.0 every time means your goals were too easy. 0.0–0.3 missed · 0.4–0.6 made progress · 0.7+ success
  3. 3Optionally write a Reflection, then Save Grade.
  4. 4Close period when the grades are in.
  5. 5Roll over to move unfinished goals into a later period. Uncheck any that should stay behind. If no later period exists yet, one is created for you.Rolling over is a decision, not a default. Unfinished work that still

matters should be taken forward on purpose. Letting it sit on a closed period is how a goal quietly disappears.

You can reopen. Reopen period unlocks the period again if something was graded too soon.

The Retrospective tab is for the write-up after the numbers are in: what went well, what you would change, and whether the targets were the right ones. It is optional; closing the period does not require it.

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