The Scenario
It's the middle of the quarter. You're the strategy analyst. Thursday's leadership sync needs a view of all 45 Productboard key results with progress percentages, owners, and parent objectives — something leaders can scan without opening Productboard during the meeting. The key results are nested inside objectives. Progress is visible on screen. There is no export option in the OKR module.
The bad version:
- Open Objective 1. Note the three key results under it. Write them into an Excel worksheet manually. Progress for KR1: 62%. Owner: Marcus. Switch applications.
- After 8 objectives and 23 key results, your Productboard session expires. Start from your last checkpoint.
- Submit the workbook 40 minutes before the sync. Get a reply: "Can you add which objective each key result belongs to?" That column isn't there. Go back in.
The leadership sync starts in two hours and the data that should take minutes to pull has consumed most of the morning.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook and calls Productboard's OKR API through its built-in integration.
Export all active Productboard key results into this Excel sheet with columns: key result ID, name, objective name, owner, status, progress value
What You Get
- One row per key result across all objectives.
- Key result ID, name, parent objective name, owner, status, and progress value — all populated in one pass.
- Key results with no owner show "unassigned."
- All 45 rows, ready to sort and share before the sync.
What If the Data Is Not Quite Ready
You only want active key results, excluding archived or draft
List all Productboard key results with status "active" and write key result name, parent objective name, progress, owner, and status into this workbook. Exclude archived and draft key results.
You want to group by objective in the workbook
List all Productboard key results sorted by parent objective name A to Z. Write objective name in A, key result name in B, status in C, progress in D, owner in E. Insert a blank row between each objective group.
Progress values are between 0 and 1 and you need percentages
Fetch all Productboard key results and write the raw progress value in column D. If the value is between 0 and 1, multiply by 100 and write the result as a whole number into column E. If it's already 0 to 100, copy it directly to column E.
The full mid-quarter review build
Pull all active Productboard key results into this workbook with parent objective name in A, key result name in B, status in C, progress percentage in D, and owner display name in E. Flag any key result with progress below 25% in column F as "at-risk". Sort by parent objective A to Z, then progress ascending.
Leadership has a sortable, flagged view of every key result before the sync starts.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook where you're tracking OKR progress — then ask SheetXAI to pull all your Productboard key results into it so Thursday's review has real numbers. See also exporting OKR objectives or the hub overview.