The OKR Template That Actually Does the Math

Lead: Most OKR templates give you a place to write down a percentage. Ours calculates it. We analyzed the official goal and OKR templates from monday.com, Airtable, and Notion, kept the one genuinely good idea each one contains, fixed what none of them do automatically, and rebuilt the result as a free, open source Baserow template you can download and own outright.

The search behind this post

"OKR template" gets roughly 1,900 searches a month. "Goal tracker template" gets another 720. "OKR templates" and "goal sheet template" add a few hundred more. Combined, that's 3,530 searches a month across two queries that are really one intent — a place to define a goal, break it into measurable results, and see how close you are. monday.com, tellingly, answers that intent with two separate template pages: a Goal Tracker and an OKR template, built on different boards with no shared schema. If you land on one, you don't get the other's best feature. We think that split is the tell that nobody has actually solved this category end to end — so we did.

What the big three actually give you

We ran the official goal and OKR templates from monday.com, Airtable, and Notion through our extraction pipeline — same rubric, same eight-person review panel, all three scored on demand, reusability, and enterprise readiness. Each one contains exactly one idea worth keeping. None contains all three, and none of them computes a goal's completion percentage from its underlying metrics — they all expect a human to type it in.

monday.com: the right visual, split across two pages

monday.com's Goal Tracker template breaks a goal into subitems — the individual milestones that add up to the objective — and pairs them with a "battery-like" progress column that reads at a glance. That's a genuinely good idea: a goal you can size up in half a second without opening it. Separately, monday.com's OKR template ships real automations and integrations — Slack, Google Suite, Zoom, Salesforce — so a progress update can reach a stakeholder without anyone opening the board.

What's missing: a shared schema between the two. The milestone-and-battery goal tracker doesn't get the OKR template's stakeholder automations, and vice versa. And on neither page does the battery bar compute itself from anything — it reads as a value someone sets, not a value the system derives from the key results underneath it.

Airtable: the right connection to real work

Airtable's own product-operations guide sets up OKRs as two linked tables — an OKRs table and a Projects table — so a key result is tied to the actual project work driving it, not tracked as an island. That's the idea worth stealing: a goal shouldn't live in a vacuum next to the work that's supposed to move it.

What's missing: the guide is a three-step manual planning process, not a live calculation. Nothing in the public documentation shows a key result's progress rolling up into an objective-level number without someone updating it by hand.

Notion: the right relationship, the wrong finish

Notion's OKR templates link an Objectives database to a Key Results database, with owners, timelines, and priorities attached to each objective — a real relational structure, not a flat list. The strongest variants in the category add a dated check-in log to every key result, so progress reads as a running history instead of one overwritten number.

What's missing: enforcement. Marketplace reviews describe these templates as "plug and play" and "simple" — which in practice means the completion percentage is typed in, not derived. There's also no cross-team or department view; each workspace is a single flat list of goals.

The three, side by side

Each commercial template wins exactly one column. Ours is the only one with a check in every row.

| Capability | monday.com | Airtable | Notion | OpenSource AI Pro | |---|---|---|---|---| | At-a-glance progress visual | ✓ Yes | ✗ No | ✗ No | ✓ Yes | | Goals linked to underlying work/metrics | ✗ No | ✓ Yes | ◐ Partial | ✓ Yes | | Relational Objectives ↔ Key Results model | ✗ No | ◐ Partial | ✓ Yes | ✓ Yes | | Formula-computed goal-level Progress_Pct | ✗ No | ✗ No | ✗ No | ✓ Yes | | Formula-driven At-Risk flag | ✗ No | ✗ No | ✗ No | ✓ Yes | | Self-host & own your data | ✗ No | ✗ No | ✗ No | ✓ Yes |

Competitor details reflect each platform's public template pages as of July 2026.

The rebuild: all three ideas, one open source template

Our Goals & OKR Tracker template combines monday.com's at-a-glance progress read, Airtable's goal-to-work connection, and Notion's relational Objectives-to-Key-Results model — built on Baserow, the open source Airtable alternative you can self-host. Then we added the piece none of them ship: a Progress_Pct field that is computed, not typed.

The Starter edition ships with:

Two linked tables. Goals and Key_Results — each a real entity, not a flat sheet. A Key_Result links to its parent Goal, with a start value, a target value, and a current value. The relationship is the same one Notion gets right, minus the manual math.

A Progress_Pct rollup formula on every Goal. Each Key_Result computes its own Percent_Complete from start, target, and current values. The Goal's Progress_Pct then averages every linked Key_Result's completion — live, every time a number changes. Update one metric and watch the goal-level percentage move without touching a second field. That's the single structural fix none of the three sources ship, and it's the reason a downloaded copy of this template tells the truth about where a goal actually stands.

An At_Risk flag nobody has to remember to check. A formula field fires when a goal's completion is meaningfully behind pace, or when its quarter has already ended and the goal still isn't marked Completed. It does not fire on goals that finished on time, and it does not fire just because a quarter is over if the goal is legitimately done — the formula checks status, not just the calendar.

A default view that leads with the worst-off goals. Open the template, and the goals sitting furthest from 100% are already at the top — no filter required. A second view isolates only the flagged At_Risk goals for a five-minute weekly check.

Working sample data with a deliberate at-risk goal. Five goals, ten key results, seeded so the At_Risk logic proves itself two different ways the moment you open the template — one goal flagged because its progress is badly behind, a second flagged because its quarter deadline has passed and it's still open — while a third goal that's genuinely finished, even past its own deadline, correctly stays unflagged.

[VIDEO EMBED: Pattern of the Week — The Goal-to-Key-Result Rollup]

What "open source" buys you here

The fair question: Lattice and Perdoo are built specifically for OKRs. Why would anyone use a Baserow template instead of dedicated OKR software?

No per-seat licensing for a metric everyone should see. Lattice and Perdoo price by seat, which means the moment you want an entire company looking at the same goals dashboard, the bill scales with headcount. Self-hosted Baserow doesn't charge per seat at any size — the whole company can watch the same Progress_Pct number update in real time.

The rollup formula is inspectable, not a vendor black box. When a dedicated OKR platform tells you a goal is "72% complete," you're trusting its math. Open the Progress_Pct field definition in this template and you can read exactly how that number is derived — average of linked Key_Results, computed live. No proprietary scoring algorithm, no support ticket required to understand your own data.

Your goal data stays inside your own infrastructure. Company objectives routinely reveal strategy before it's public — pricing changes, headcount plans, product bets. For our readers in healthcare, legal, and higher education, self-hosting keeps that data inside your own compliance boundary instead of a third-party SaaS platform's.

[VIDEO EMBED: Teardown — What monday.com's Goal Tracker and OKR Templates Get Right (and Don't)]

How the lifecycle works

The workflow underneath the template is the same one we found, in pieces, across all three commercial platforms:

Define Objective → Define Key Results → Update Progress → Roll Up to Goal → Flag At-Risk → Review Cycle

The Starter edition implements the spine: two linked tables, a live rollup formula, a self-firing At_Risk flag, and the views that surface both. The Operational edition adds confidence-weighted scoring, a dated check-in history per key result (the Notion idea, done properly), and an At-Risk notification. The Enterprise edition adds cross-team goal alignment, owner-only edit permissions, an audit trail on every value change, and a quarter close-out approval step.

That tiering is deliberate. A template you understand in five minutes gets adopted by the whole team. A template with an approval workflow on day one gets abandoned before the first quarter ends.

Get the Starter template

The Starter edition is free, with working sample data, deployable to any Baserow instance — cloud or self-hosted.

[DOWNLOAD CTA: Get the free Goals & OKR Tracker Starter template →] (Email-gated download. You'll also get our weekly pattern breakdown — one reusable workflow pattern, every week, no filler.)

Evaluation checklist for any OKR or goal-tracker template

Evaluating a candidate, commercial or otherwise? Hold it against these five questions:

1. Does a goal's completion percentage come from a formula, or does someone type it in every week?
2. Are Objectives and Key Results separate linked entities, or one flat list pretending to be both?
3. Does anything flag at-risk goals automatically, or does a human have to notice the trend?
4. Does the at-risk flag correctly ignore goals that are legitimately finished, even past their deadline — or does it just check the calendar?
5. Which of the features above sit behind per-seat OKR-software pricing?

The big three each pass one, maybe two. monday.com splits its one good idea across two separate pages. The point of an open source rebuild is to pass all five in a single download — and to let you verify that claim by reading the template's own formula fields.

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OpenSource AI Pro covers open source tools and AI adoption for higher education, healthcare, and legal teams. The Template Intelligence series analyzes commercial workflow templates and rebuilds the best patterns as open source deliverables.