An overview of the different types of goal progress measurement
Measurement of Goal Progress
How the progress of goals is to be measured can be determined for each goal individually by clicking on Progress.
There are five different options for measuring progress of a goal:
- Start and target value
- Aggregation
- Threshold
- Open/Done
- None
Start and target value
This option can be used to define the start and target value for a key figure and the associated unit (e.g. start: 0 % => target: 100 %).
Furthermore, the goal can be automatically updated with integrations to other tools such as Asana, Jira or Excel by clicking on Connect to data source. This way you can automate the manual updating of goals.
Aggregation
With the option Aggregation, at first you have the option to customize how goal progress appears in the goal table view. You can choose to display progress as a percentage, as absolute values, or both.
Per default, the progress of the goal is expressed as a percentage of the average progress of all goals below it. Thus, the progress is displayed from 0 to 100%. If the subgoals are not measured on a scale from 0 to 100% and have other units (which often happens), they are translated to a percentage scale beforehand.
Example for the calculation:
Progress (Aggregation)
Objective 33%
Key Result 1 100%
Key Result 2 0%
Key Result 3 0%
If you want to allow specific goals to exceed the limit of 100% progress, you can enable the button Allow overachievement of aligned items on these goals. This has the consequence that reports and dashboards also do not cap goals at 100%.
Further, you have the option to add up the total values of a goal's subitems to calculate its progress. This enables you to, e.d. add up revenue values from different sales areas or create self-updating KPI trees. You can enable this setting by selecting Calculate progress by Sum (Absolute).
Threshold
This option is suitable for goals that should not exceed or fall below a certain limit value. It is possible to specify a numerical limit as well as a self-defined unit (e.g. per cent, euro, customers, etc.). Again, the goal can be automatically updated with integrations to other tools such as Asana, Jira or Excel by clicking on Connect to data source.
Open/Done
With this option, progress is only measured in binary (either Open or Done). So this option is mainly suitable for goals or initiatives with task or milestone character.
None
Finally, there is the option of not displaying progress. This can be advantageous, for example, for objectives or other goals that should be of a merely qualitative nature. Subordinate Key Results or other sub-goals can, in turn, again have a progress measurement.