Rolling up of progress supported for all progress types
🎯 Goals
We’re excited to announce a much-anticipated enhancement to our goal-tracking system: Rolling Up Progress for All Progress Types. This feature enables users to roll up the progress of goals across all goal types—Numeric, Percentage, Currency, and Binary.
What's New?
- Roll up progress for all progress types, including Numeric, Percentage, Currency, and Binary goals.
- 2 new sections - Measure progress and Track progress to make it easier to add progress and tracking methodology.
- Set up milestone-based goals, with progress rolled up based on the defined progress tracking method.
- Customize how progress is tracked, either manually, via automatic rollup from child goals, or through a connected data source.
How does it work?
- Numeric Goals: Automatically roll up the numeric values of sub-goals (e.g., ARR growth goals).
- Percentage Goals: Aggregate progress as a weighted average, ideal for percentage-based goals like customer engagement.
- Currency Goals: Similar to numeric goals but tailored to financial metrics.
- Binary Goals: Track completion as either achieved or not, with child goals needing to be fully complete for the parent to be marked done.
Real-World Example
Take the example of increasing ARR: In the below example when the user checks in on the KRs the progress of the Objective gets updated automatically if Auto update by rolling up from the children option is selected.
Objective: Increase ARR from $1M to $2M
Key Results:
KR 1: Increase NA ARR from $400K to $800K
KR 2: Increase MENA ARR from $100K to $700K