Trusted by 500+ enterprises worldwide

Connect strategy to every execution.

Real-time KPI governance with automatic alignment from leadership goals → departmental work → financial outcomes.

Trusted by 500+ enterprises for strategic alignment. Pilot includes onboarding + 30-day support.

Invite-only pilot. No credit card required. Includes onboarding + 30-day support.

Strategy & KPI Management Dashboard

Why Enterprise Leaders Choose Upbooks for Strategy

Trusted by 500+ enterprises to align strategy with execution

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Real-Time Alignment

Strategy cascades automatically from C-suite OKRs through departments to daily work execution.

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Financial Impact Visibility

See exactly how every goal connects to revenue, costs, and profitability across the business.

Governance Built-In

Automated alerts when KPIs drift. Ownership matrices prevent accountability gaps.

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Enterprise-Ready Security

SOC 2 Type II certified. SSO support. Role-based access control for sensitive strategy.

What's Broken in Strategy Today

Most organizations struggle with disconnected systems and unclear alignment

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Strategy lives in silos - OKRs in Excel, projects in Jira, dashboards in Tableau

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Alignment takes forever - manual cross-functional meetings and spreadsheet updates

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No accountability - unclear ownership leads to confusion and missed targets

Capabilities That Drive Alignment

OKR Framework & Cascading

Establish company OKRs and auto-cascade to departments and individual work

  • Improves strategic alignment
  • Reduces manual work by 80%+
  • Enables faster decision-making
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OKR Cascade Visual

Real-Time KPI Dashboards

Live metrics with automated data feeds from operations. Red/yellow/green status at a glance

  • Improves strategic alignment
  • Reduces manual work by 80%+
  • Enables faster decision-making
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Live Dashboards Visual

Drill-Down to Impact

Click any KPI to see which teams own it, which projects drive it, and the financial impact

  • Improves strategic alignment
  • Reduces manual work by 80%+
  • Enables faster decision-making
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Drill-Down Visual

Responsibility Matrix

Clear ownership prevents gaps and duplication across the organization

  • Improves strategic alignment
  • Reduces manual work by 80%+
  • Enables faster decision-making
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Ownership Visual

Strategic Initiative Tracking

Link initiatives to OKRs and track progress in real-time

  • Improves strategic alignment
  • Reduces manual work by 80%+
  • Enables faster decision-making
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Tracking Visual

AI-Powered Alerts

Automatic notifications when KPIs drift from targets or anomalies detected

  • Improves strategic alignment
  • Reduces manual work by 80%+
  • Enables faster decision-making
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Alerts Visual

Results Our Customers See

Measurable impact on strategy execution and organizational alignment

70% Faster

Strategy Cascading

Days to cascade strategy across teams reduced from weeks

95% Aligned

Team Alignment

Employees understand how their work connects to company strategy

50% Faster

Decision Making

Real-time KPI visibility enables data-driven strategic decisions in hours

100% Owned

Accountability

Every goal and KPI has clear ownership with zero gaps

Enterprise-Grade Features

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SOC 2 Type II Certified

Enterprise-grade security and compliance

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Single Sign-On (SSO)

Integrate with your identity provider

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Role-Based Access Control

Granular permissions for sensitive strategy data

API Access

Custom integrations and automation

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Real-Time Data Sync

Live metrics from all connected systems

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Multi-Company Support

Manage strategy across subsidiaries

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Enterprise Dashboard Visual

See It In Action

How different enterprises transformed their strategy execution

Mid-Market SaaS

Challenge

Sales targets not connected to product roadmap

Solution

Mapped sales OKRs → product dev projects → engineering KPIs

40% faster product-market alignment, 30% increase in sales velocity

Enterprise Manufacturing

Challenge

Factory output vs supply chain vs finance operating independently

Solution

Operations KPIs → supply chain metrics → P&L impact in one view

8% cost reduction, 25% faster decision-making

Financial Services

Challenge

Compliance initiatives invisible to business teams

Solution

Compliance KPIs shared with business leaders via governance module

100% audit-ready, zero gaps, improved cross-team alignment

Trusted by Enterprise Leaders

We meet the strictest security and compliance standards

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SOC 2 Type II

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ISO 27001:2022

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GDPR Compliant

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HIPAA Ready

Transform Strategic Alignment Into Competitive Advantage

See live OKRs, KPIs, and financial impact across your entire organization.

Pilot includes onboarding + 30-day support. No credit card required.