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Weekly status updates template

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Coda is the all-in-one doc that brings words, data, and teams together. It starts with a blinking cursor on a blank page and can grow as big as your team's ambition. And teams everywhere use Coda to brainstorm, set, and measure objectives and key results all in one doc—keeping the path to success clear of obstacles.
This Coda template allows you to define your team or company’s OKRs in structured tables. As the quarter progresses, your teams can leave simple status updates for each week of the quarter in another table. Since the tables can be connected to each other via lookups, you can “link” weekly updates to individual key results.
How to use this template
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Select the current date below and click add status update to leave an update for a specific key result.
Edit the key results in the
table and the Objectives in the table.
Customize the drop-downs in all the tables by scrolling to the bottom of the template.

Table of contents
1) - Add weekly status updates to specific key results
2)
- Add Key Results and the teams responsible for a KR
3) - A filtered view of the just for the
@💰 Sales
team
4) - Another view of you might review during a staff meeting
5) - Edit the template to fit your company’s needs
Current date:
3/10/2022
First Monday of the tear:
1/1/2022
Calculated formulas: Current week:
@Week 10 [3/5]
Previous week:
@Week 9 [2/26]

Add status update
Clear sample data
Status updates
1
Search
Key result
Week
Status
Team
X
$XM bookings
Week 1 [1/1]
0 ➖: Not Started
💰 Sales
Week 2 [1/8]
1 ❗️❗️: At Risk
💰 Sales
Week 3 [1/15]
2 🎯: On Track
💰 Sales
Week 4 [1/22]
2 🎯: On Track
💰 Sales
Week 5 [1/29]
2 🎯: On Track
💰 Sales
Week 6 [2/5]
1 ❗️❗️: At Risk
💰 Sales
Week 7 [2/12]
2 🎯: On Track
💰 Sales
Week 8 [2/19]
1 ❗️❗️: At Risk
💰 Sales
Week 9 [2/26]
1 ❗️❗️: At Risk
💰 Sales
Week 10 [3/5]
2 🎯: On Track
💰 Sales
Week 11 [3/12]
💰 Sales
Week 12 [3/19]
💰 Sales
Week 13 [3/26]
💰 Sales
Week 14 [4/2]
💰 Sales
Week 15 [4/9]
💰 Sales
Finalize deal with partner X
XX% renewal rate
Create 10 bugs
Fix 9 bugs
Bazillion new customers
< YY% churn rate
Self-driving feature launched

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Columns in blue in the
table below are automatically calculated based on the table above.
Clear sample OKRs
OKRs
1
Search
Quarter
Objective
Key result
Team
Previous week update
Current week update
2022-Q3
Objective A
$XM bookings
💰 Sales
1 ❗️❗️: At Risk
2 🎯: On Track
Objective B
Finalize deal with partner X
🏭 Hardware / Partnerships
1 ❗️❗️: At Risk
2 🎯: On Track
Objective A
XX% renewal rate
🏋 Customer Success
1 ❗️❗️: At Risk
2 🎯: On Track
2022-Q4
Objective C
Self-driving feature launched
🔨 Product / Eng
1 ❗️❗️: At Risk
2 🎯: On Track
Objective B
< YY% churn rate
🏋 Customer Success
1 ❗️❗️: At Risk
2 🎯: On Track
Objective A
Fix 9 bugs
🚑 Support
1 ❗️❗️: At Risk
2023-Q1
Objective C
Bazillion new customers
💰 Sales
1 ❗️❗️: At Risk
2 🎯: On Track
Objective B
Create 10 bugs
🔨 Product / Eng
1 ❗️❗️: At Risk

Current company objectives
0
Objective
1
Objective A
2
Objective B
3
Objective C
There are no rows in this table

Copy this template
Sales status updates view
1
Search
Key result
Week
Status
Status note
$XM bookings
9
Week 1 [1/1]
0 ➖: Not Started
Week 3 [1/15]
2 🎯: On Track
Week 6 [2/5]
1 ❗️❗️: At Risk
Week 7 [2/12]
2 🎯: On Track
Week 10 [3/5]
2 🎯: On Track
Week 11 [3/12]
Week 13 [3/26]
Week 14 [4/2]
Week 15 [4/9]
Bazillion new customers
9
Week 1 [1/1]
0 ➖: Not Started
Week 3 [1/15]
2 🎯: On Track
Week 6 [2/5]
1 ❗️❗️: At Risk
Week 7 [2/12]
1 ❗️❗️: At Risk
Week 10 [3/5]
2 🎯: On Track
Week 11 [3/12]
Week 13 [3/26]
Week 14 [4/2]
Week 15 [4/9]

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Staff meeting view
1
Search
Team
Objective
Previous week update
Current week update
Key result
Quarter
💰 Sales
Objective A
1 ❗️❗️: At Risk
2 🎯: On Track
$XM bookings
2022-Q3
Objective C
1 ❗️❗️: At Risk
2 🎯: On Track
Bazillion new customers
2023-Q1
🏭 Hardware / Partnerships
Objective B
1 ❗️❗️: At Risk
2 🎯: On Track
Finalize deal with partner X
2022-Q3
🔨 Product / Eng
Objective C
1 ❗️❗️: At Risk
2 🎯: On Track
Self-driving feature launched
2022-Q4
Objective B
1 ❗️❗️: At Risk
Create 10 bugs
2023-Q1
🏋 Customer Success
Objective A
1 ❗️❗️: At Risk
2 🎯: On Track
XX% renewal rate
2022-Q3
Objective B
1 ❗️❗️: At Risk
2 🎯: On Track
< YY% churn rate
2022-Q4
🚑 Support
Objective A
1 ❗️❗️: At Risk
Fix 9 bugs
2022-Q4

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🔧 Customize template dropdown options
Customize the various dropdown menus of this template below to fit your team’s needs.
Weeks
0
Quarters
0
Teams
0
Trajectories
0
Progress Rating
0

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