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What is OKR Board for Salesforce by Oboard?

Bid farewell to the cumbersome task of generating manual reports and managing spreadsheets with the OKR Board for Salesforce from Oboard. This innovative Salesforce OKR plugin allows you to establish, monitor, and oversee all your OKRs directly within the Salesforce platform, ensuring a user-friendly and highly customizable experience that is ideal for leaders implementing the OKR methodology with their teams. The OKR Board for Salesforce integrates OKRs effortlessly into the Salesforce environment, creating an effective means to unify your organization toward a shared objective while keeping tabs on everyone's achievements. Furthermore, this tool boasts: ✅ Extensive customization capabilities and robust security features; ✅ A real-time dashboard for tracking various teams and time frames; ✅ Adjustable OKR levels, weights, and breakdowns; ✅ A public API for sharing data with visualization platforms. In addition to OKR management, the OKR Board includes reporting and analytics tools, featuring a real-time dashboard that can be tailored to display data for any teams or time periods. This information is easily exportable to third-party visualization tools or can be formatted into an executive report with a shareable link for convenience. The pricing for the OKR Board is set at $10 per user each month, and a 30-day trial is offered that doesn't require a credit card, allowing potential users to experience its features risk-free before committing. This makes it an excellent choice for organizations looking to streamline their goal-setting processes without the usual hassles.

What is FusionSync?

FusionSync is an innovative online platform aimed at simplifying the data transfer process between QuickBooks Online and Salesforce. By automating the input of crucial information such as customer details, invoices, estimates, payments, and product data, it removes the burden of manual data entry for users. This solution allows both Sales and Finance teams to instantly access vital information without having to rely on intermediaries for data sharing. Salesforce and QuickBooks Online (QBO) users appreciate FusionSync for its capacity to boost operational efficiency and refine workflows. With this tool, your Sales team can close deals in Salesforce confidently, free from the worry of duplicate entries, while the accounting team benefits from real-time insights into financial data. Moreover, any changes in QuickBooks are promptly reflected in Salesforce, providing a seamless two-way synchronization that keeps all team members well-informed and in sync. Ultimately, this fosters enhanced collaboration and better decision-making across various departments, paving the way for a more integrated business environment. Additionally, the ease of use and time-saving features contribute to a more productive workplace overall.

Media

Media

No images available

Integrations Supported

Salesforce
QuickBooks Online

Integrations Supported

Salesforce
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$10.00
Free Trial Offered?
Free Version

Pricing Information

$10/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Oboard

Date Founded

2018

Company Location

Germany

Company Website

oboard.io

Company Facts

Organization Name

Dancing Digits LLC

Date Founded

2025

Company Location

United States

Company Website

www.dancingnumbers.com/fusionsync/

Categories and Features

OKR

Benchmarking
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning

Categories and Features

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

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