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

In Profit.co, the Key Result (KR) weight roll-up approach helps calculate a parent Key Result’s progress automatically using its Sub-Key Results. When using the KPI-based roll-up, progress is derived from KPI values rather than manual aggregation, ensuring accurate and meaningful roll-ups.

What is the Key Result roll-up approach in Profit.co?

The roll-up approach defines how a parent Key Result’s progress is calculated from its Sub-Key Results. It ensures that complex goals are measured consistently, even when broken down into multiple Sub-KRs.

Why use the Key Result roll-up approach?

Using roll-ups helps teams:

• Reflect the true impact and importance of Sub-Key Results
• Reduce manual progress updates on parent Key Results
• Maintain consistent progress tracking across OKR hierarchies
• Choose calculation logic that aligns with business priorities

Roll-up calculation types available in Profit.co

When syncing progress from Sub-Key Results, you can choose one of the following roll-up approaches:

1. Equally Weighted

• All Sub-Key Results contribute equally to the parent KR
• Best suited when all Sub-KRs have the same priority
• This is the default roll-up option

2. Percentage Weighted

• Manually assign different weights to each Sub-Key Result
• Useful when certain Sub-KRs have higher impact than others
• Parent KR progress reflects the assigned weight distribution

3. KPI-Based

• Parent KR progress is calculated based on matching KPI values
• Progress rolls up only from Sub-KRs that share the same KPI type
• Ensures KPI-driven accuracy without manual adjustments

4. Say-Do Ratio

• Parent KR progress is calculated based on status
• Measures how many Sub-KRs are on track versus off track
• Available only for Percentage Tracked KPIs

How to configure KPI-based roll-up for Key Results

Step 1: Enable roll-up from Sub-Key Results

• Open the parent Key Result
• Navigate to the View Details page.
• Enable Sync from Sub-Key Results
• Select a roll-up approach

Note: Equally Weighted is selected by default

Step 2: Select KPI-Based roll-up

• Choose KPI-Based as the roll-up approach
• Parent KR progress updates automatically based on Sub-KR KPI values

Important notes:

• Sub-Key Result KPI type must match the parent KR
• Only matching KPIs contribute to the roll-up

Example:

If the parent KR uses customer video interviews as its KPI:

• Sub-KRs with the same KPI will update the parent automatically
• Sub-KRs with different KPIs will not affect the parent KR’s progress

How does Say-Do Ratio roll-up work?

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.
• You must enable the Say: Do Ratio type in settings

Calculation logic:

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

Example:

Sub-KR 1 → On track

Sub-KR 2 → Off track

Result:

1 / (1 + 1) × 100 = 50%

The parent Key Result progress updates to 50% automatically.

Selective Sub-Key Result Inclusion for Say-Do Ratio

You now have full control over which Sub-Key Results contribute to the Say-Do Ratio calculation. You can selectively include only the relevant ones.

How it works:

• Open a parent Key Result using Say-Do Ratio
• Click the edit icon next to Say-Do Ratio in the roll-up dropdown
• A popup displays all Sub-Key Results
• Use checkboxes to select which Sub-KRs should contribute
• Click Update to save

Result:

Only the selected Sub-Key Results will influence the parent KR’s progress.

Best Practices for Key Result Roll-Up Approaches

• Ensure parent and Sub-Key Results align to the same outcome before enabling roll-up
• Keep Sub-Key Results comparable in scope to avoid distorted parent progress
• Review roll-up settings whenever Sub-Key Results change
• Choose the roll-up type based on how progress should be measured, not convenience
• Validate parent progress during check-ins to ensure roll-up accuracy

Related Questions

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

Frequently Asked Questions