How does the Key Result weight roll-up approach work based on KPI in Profit.co?

Profit.co provides an option to set the parent key result calculation type using the weight roll-up approach based on 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.

• Say/Do Ratio, where the progress calculation is based on the proportion of on-track sub-key results compared to total sub-key results.

Step 1

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

Click on the parent key result and switch 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 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.

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

We have used Employee Wellness Activity for the parent key result. 

So the progress value of the Sub Key result having Employee Wellness Activity will be automatically updated in the parent key result.

Note: The first and third sub key results are not Employee Wellness Activity so the progress will not be reflected in the parent key result.

If you select Say/Do Ratio as the Roll-up Approach, the parent key result progress will be calculated based on the status of its sub-key results. The system evaluates how many sub-key results are on track versus off track and updates the parent key result accordingly.

Note: This roll-up option is available only when the parent key result uses the Percentage Tracked KPI type.

For example, if the parent key result is Percentage Tracked and has two sub-key results:

• Sub-KR 1 is on track.
• Sub-KR 2 is off track.

Then the Say/Do Ratio will be calculated using the formula:

Say/Do Ratio = (On-Track KRs / (On-Track KRs + Off-Track KRs)) × 100

In this case, the calculation becomes

1 / (1 + 1) × 100 = 50%

So the parent key result progress will be automatically updated to 50%.

Related Answer Post

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