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Introducing Goal Percentage Formula

🎯 Goals

We're excited to announce the launch of Goal Percentage Formula, a new enhancement that gives organizations greater flexibility in how goal progress is calculated.

Previously, all goals followed a single default calculation method. With this release, administrators can enable custom percentage formulas, allowing employees to define how progress should be measured for individual goals while still retaining the option to use the default formula.

What's New?

Custom Goal Progress Calculations:

Employees can now configure a custom percentage calculation formula for individual goals based on their specific business requirements.

Benefits include:

  • Greater flexibility in measuring goal progress
  • Support for unique goal-tracking methodologies
  • Ability to continue using the default calculation when preferred

AI-Assisted Formula Generation:

Creating formulas is now easier with AI assistance.

Users can:

  • Describe how they want progress to be calculated in plain language
  • Let AI generate the corresponding formula automatically
  • Review and modify the generated formula before saving

This makes advanced goal calculations accessible without requiring technical expertise.

Supported Variables:

Currently, AI-generated formulas support the following variables:

  • Current Progress
  • Progress Start
  • Progress Target
  • Weight

Formulas that require additional variables or external data sources are not supported at this time.

Bulk Goal Upload Support:

To simplify large-scale goal management, we have added a new column to the Goal Upload template: Percent Formula (custom_percent_formula)

This allows administrators and HR teams to:

  • Upload goals with predefined percentage formulas
  • Configure custom calculations in bulk
  • Eliminate the need for manual setup after importing goals

Example:

Default Formula:

((Progress - Progress Start) / (Progress Target - Progress Start)) * 100

Custom Formula Example:

User Request:

Calculate progress as the percentage of the target achieved from the starting value, but cap the result at 100%.

AI-Generated Formula:

MIN(((current_progress - progress_start) / (progress_target - progress_start)) * 100, 100)

This ensures that progress never exceeds 100%, even if the target is surpassed.

✅ Important Notes

  • The Goal Percentage Formula feature must be enabled by an administrator before employees can create custom formulas.
  • Goals can continue using the default calculation formula if no custom formula is provided.
  • Formulas uploaded through the Goal Upload template are validated before being saved.
  • Invalid formulas or formulas containing unsupported variables will be rejected.

Introducing Goal Percentage Formula