Help your team do its best work with Koan Pro tier
Learn about advanced features and take your OKRs and status management to the next level
What’s the difference between the Free tier and the Pro tier?
The Free tier is a great way for a team to get started with Koan - no limits to the basic functionality or user count. But as more and more teams start to use Koan, the advanced features of Koan Pro unlock more powerful ways for your organization to align.
Simply put, the biggest differences between the Free tier and the Pro tier is the ability to customize permissions, advanced integration options, and the organizational homepage to manage company-wide goals with a visualization of how goals connect across the entire organization.
Here’s an in-depth overview of the advanced features, to help you better understand if the Pro tier is right for you and your organization.
Organization homepage and tree view
Your organization’s homepage is where you can take your Koan instance to the next strategic level. The organization homepage allows you to set top-level organizational goals, as well as connect your goals to your company’s mission, vision, or strategy. This is a great play to centralize important information that is easily accessible to everyone across your company.
Seeing the work being done towards an organization’s goal is important, and with the new Tree View, it's easier than ever to track the relationships between objectives and key results from the top down. With Tree View, you'll be able to see how OKRs throughout the organization have been linked, as well as get an overview of the confidence of each key result, letting you better align your company, faster.
The Tree View is made possible through the linking of OKRs, giving your company better insight into how they align across the organization. Goals will only be displayed in Tree View if they are connected to goals marked as organization-level goals. As you set up your Objective or Key Result, you'll have the option to choose a parent Objective or Key Result to link it to.
Learn more about the organization homepage and tree view in this short video.
Customized goals and permissions
On the Koan Free tier, everyone has the same role with default settings. Anyone can add goals, users and adjust permissions for the team.
But for organizations that want a little more control, Koan Pro allows organization admins to have more control over team member permissions, with the ability to change user roles. With the Pro tier, organization admins have the ability to adjust global settings like determining who can create teams or assign other teams to goals, adding users or changing reflections schedules.
Learn more about customized goals and user permissions in this short video.
Advanced integration options
The Koan Free tier has several great integration options, including Slack and Microsoft Teams
For those organizations that want additional advanced integration options, the Koan Pro tier offers admins to set up Single Sign-On (SSO) to increase your organization’s security and quickly create Koan accounts for your team members. This includes Okta, Office365, and OneLogin.
The Koan Pro tier also allows your organization to connect to Jira and add your tasks into your reflection and close the loop on the important work you're doing towards your goals. With the Jira integration, you'll see the tickets you're assigned to while authoring your reflection.
With Pro, you’ll also unlock the ability to automatically update Key Result metrics via API updates, including using our Zapier integration. This is a great way to ensure that goal metrics are always up to date.
Learn more about advanced integration options in this short video.
Export OKR data
Viewing all of your data in Koan can be very valuable, but we understand that your goal data can be useful outside of Koan as well. As part of the Pro tier, anyone in Koan can export the goals to a CSV from the All Goals page. The exported data includes current confidence scores,
metrics on the Key result, due and started dates, and the associated teams and Leads that are working on the goals.
Our Customer Success team is available to every Koan user and happy to help, regardless of your tier. But for those looking for a little extra support, the Koan Pro tier includes additional Onboarding and implementation support.
Pro tier customers also have the option to schedule a 30-minute consultation with our Customer Success team to make sure your team has the tools you need to be successful, as well as quarterly check-ins to make sure things stay on track.
Learn more about advanced customer success opportunities in this short video.
Ready to upgrade?
We currently offer a 30-day free trial of our Pro tier, just let us know if you'd like to be upgraded.
If you’re ready to upgrade to the Pro tier now, just click the “Upgrade” buttons directly in the app. You’re also welcome to reach out to our Customer Success team via Intercom, and we would be happy to walk you through the process.