How does the Key Result weight roll-up approach work based on Equally Weighted, % Weighted, and KPI Based in Profit.co?

Profit.co provides an option to set the parent key result calculation type using the weight roll-up approach based on Equally Weighted, % Weighted, and KPI Based.

Why this feature?

This feature allows the users to specify weights among sub-key results for parent key result calculation. Distributing weightage among sub-key results signifies the impact and importance of certain sub-key results over others. Users can choose the roll-up approach based on their preferences.

There are three calculation types for progressing the value of the parent key result according to the check-ins we do in the subkey result.

• Equally Weighted where the weights for the subkey result will be equally distributed.
• % Weighted where we can manually distribute weights for the subkey results. 
• KPI Based where the progress calculation is based on the parent key result type and KPI.

Step 1

Consider there is an OKR in which a parent key result has three subkey results.

Click on the parent key result and go to the Sub Key Results section.

Enable the toggle Sync from Sub Key results and set up the Roll-up Approach.

Note: By default, Equally Weighted will be selected when you set up the Roll-up Approach.

Step 2

If you select the Equally Weighted Roll-up Approach, the weights for the subkey result will be equally distributed. The progress value of the sub-key results will be automatically updated in the parent key result.

If you select the % Weighted Roll-up Approach, we can manually distribute weights for the subkey results. The progress value of the sub-key results will be automatically updated in the parent key result.

Note: The total weight should be equal to 1 and if the total weight exceeds the whole number 1, then you will be alerted with the alert icon 

If you select KPI Based on the Roll-up Approach, the progress calculation will be based on their KPI value. The progress value of the sub-key results will be automatically updated in the parent key result.

The subkey result type and KPI should match with the parent key result type and KPI.

We have used Net Promoter Score for the parent key result.

So the progress value of the Sub Key result having Net Promoter Score will be automatically updated in the parent key result.

Note: The first and third key results are not Net Promoter Score, so progress will not be reflected in the parent key results.

Related Answer Post,

To learn more about the process of distributing weights for subkey results, click here