How does the Key Result weight roll-up approach work based on KPI in Profit.co?
Category: OKRs
Profit.co provides a new option to set the parent key result calculation type when the sub-key results present inside match the same KPI.
Why this Feature?
Previously there were two calculation types for progressing the value of the parent key result according to the check-ins we do in the subkey result.
One is Equally Weighted where the weights for the subkey result will be equally distributed.
Another one is % Weighted where we can manually distribute weights for the subkey results.
But now additionally we have added a new roll-up approach named KPI Based where the progress calculation is based on their KPI value.
FYI: While choosing this option, we can sync the subkey result progress changes when the subkey result type and KPI are matched with the parent key result.
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 section Sub-Key Results.
Enable the toggle for syncing the sub-key results and set up the Roll-up Approach as KPI Based.
Step 2
The subkey result type should be matched with the parent key result type and the subkey result KPI should be matched with the parent key result KPI.
In the following key result, we have used the increased KPI.
Let’s set the check-in value for the first subkey result as 125.
And set the check-in value for the second subkey result as 200.
Step 3
So the mean progress value of the two increased KPI sub-key results will be automatically updated in the parent key result.
The value in the parent key result will be automatically updated.
Note: The third key result is not related to increase KPI so the progress won’t make changes in the parent key result progress value.
Related Blog Post,
To learn more about the process of distributing weights for subkey results, click here.
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