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Your OKR Dashboard Can't Tell the Difference Between a Bad Team and Bad Luck

  • Writer: Author
    Author
  • Mar 1
  • 5 min read

Updated: Mar 10

This week was a really hard week for us. I'm not talking about ShiftFocus. I'm talking about my agency. The one that actually pays the bills.


One of our top paying clients is a capital raising firm. They want to raise $20 million this year.


And one of the most important channels we run for them is Facebook ads. More than 50% of the investors we bring in come from that one channel.


We spend anywhere from $5,000 to $8,000 a week on ads. We get 50 to 60 highly qualified investor appointments from it. And these are not just random appointments.


These are people who invested in a similar vehicle last year, they want to invest again this year, they acknowledged everything in the form before they even booked. Real investors. Real money.


Today we got a message from Facebook. Account permanently shut down.


Now, people who work in ads know that sometimes you get a message saying your ad got disapproved or your account is temporarily restricted.


That happens.


You appeal, you fix the issue, you move on. But this one was different. Permanently banned. We tried to appeal. Facebook said no.


We cannot get this ad account back.


The problem is not that we can't create a new account. We can. The problem is the old account had years of pixel data. The targeting was so optimized that it was delivering leads smooth as butter.


Every dollar we put in came back as qualified appointments. Now we have to start a brand new account from scratch. New pixel. Zero data.


Even if we create lookalike audiences from our old data, the pixel still needs at least a month to learn. One full month of burning money while the algorithm figures out who to show our ads to.


Meanwhile, the team that is responsible for hitting 50 appointments a month just lost their primary channel.


  • Not because they did something wrong.

  • Not because they got lazy.

  • Not because they stopped working hard.


Facebook decided to shut us down and that's it.


Now let me ask you something. If this team was using any OKR software on the market right now, what would the dashboard show?


  • Red.

  • Goal not met.

  • Behind target.

  • At risk.


The software would flag them as an underperforming team. Their manager would get an alert. In the quarterly review, someone would ask why the numbers dropped.


But is this a bad team? - No.

This is a team that lost a channel they don't control. They didn't cause the problem. They can't fix it overnight. They are already scrambling to set up a new account and get things running again.


But the OKR tool doesn't know any of that. It just sees the number went down and paints everything red.

 

When a Small Dip Almost Killed an Eight-Figure Acquisition


  • Same week.

  • Different client.

  • Different disaster.


One of our medspa clients was about to get acquired by a huge chain of medspas. We are talking high eight figures. This client was already doing $1.5 million a year in revenue. Big clinic. Strong brand. The acquisition was basically done. Papers were being finalised.


Then Google My Business calls dropped by 30%.


Now, Google My Business calls is one of the most important metrics we track for this client. It is one of the top key results under our marketing objective.


When those calls dropped, the revenue dropped by about 20%. And when the revenue dropped, the acquisition team on the other side saw it immediately.


You know how acquisitions work. The buyer is looking for any reason to negotiate the price down. Even a small dip, they will make it look massive. They will say the revenue is not stable. They will say they need to wait three months to see if it recovers.


They will use that three months to renegotiate a lower price. That's exactly what happened.


The chain told our client that they want to see stable revenue for the next three months before they finalize. And in the meantime, they want to renegotiate the deal because of the revenue drop.


A 30% drop in one marketing KPI is now potentially costing this client millions in acquisition value.

The medspa owner called us and said fix this as fast as possible. Whatever money you need, we will give it to you. And I had to tell them the truth.


Even if you give me a million dollars today, I cannot fix this overnight.


  • Google takes time to re-index.

  • Rankings take time to recover.

  • Traffic takes time to come back.


There is no amount of money that makes Google move faster.


We did recover the traffic eventually. We did recover the revenue. But the point is that for weeks, our marketing key result was red. The dashboard


would have shown a failing team. But we were not failing. We were fighting something we couldn't control. 

 

The Part No Software Talks About


These two stories happened in the same week.


  • One team lost their Facebook ad account.

  • Another team had a Google traffic drop that almost killed a multi-million dollar acquisition.

  • Both teams were working harder than they have worked in months.

  • Both teams would show up as underperforming on any OKR dashboard.


And this is the problem nobody in the OKR software space wants to talk about.


Every tool tracks metrics. When the metric goes down, the dashboard turns red. When the dashboard turns red, someone gets blamed. But the software doesn't know why the metric dropped.


It can't tell the difference between a team that stopped working and a team that got hit by something outside their control.


  • Should the team that lost their Facebook account be treated as a low- performing team?

  • Should they get a bad score in their quarterly review?

  • Should their manager get an escalation saying this team is behind?


100% no.

But that's exactly what every OKR tool does. It tracks numbers. Numbers go down. Software says bad. Manager asks why. Team feels like they failed.


Nobody stops to ask whether this was actually the team's fault or whether something happened that nobody could have predicted.

 

 

OKR Blockers Should Be Their Own Category


This is what I keep thinking about as I build ShiftFocus. Blockers and obstacles are not the same as poor performance. They should be tracked completely differently.


When a team reports a blocker, the software should record it separately from performance data. The dashboard should show that this key result is behind, yes, but it should also show that an external blocker was logged, when it was logged, what the expected recovery time is, and whether the team has a mitigation plan in place.


That changes everything. Instead of a manager seeing "team is at 40% of target" and assuming they are lazy, the manager sees "team is at 40% of target, external blocker logged on February 18th, Facebook ad account permanently banned, estimated 30-day recovery, new account already created and running."

That's a completely different conversation. That's a conversation about support, not blame.


These kind of blockers happen every month in every company. A vendor shuts you down.


A platform changes its algorithm. A key employee quits. A client changes scope midway through the quarter. A regulation changes overnight.


None of these are things your team caused. None of these are things your OKR tool predicted. But all of them destroy your key results and make good teams look bad on paper.


If your software can't separate bad luck from bad performance, your software is going to punish the wrong people. And the teams that work the hardest during the worst weeks are going to feel the least appreciated.


Because the dashboard said they failed. Even when they didn't.


That's not tracking. That's just math without context. And math without context is how you lose your best people.

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