Profit.co lets you modify the planned check-in value for any Key Result, using either a day-based calculation or the newer Equal Distribution method. You choose whichever approach best fits how you want to track progress toward a target.
Table of Contents
What is Modify Plan?
Modify Plan is a Key Result setting that lets you change the planned check-in value used to track progress toward a target. Profit.co supports two calculation methods: the original day-based calculation, which spreads the plan according to the number of days in the period, and Equal Distribution, which splits the plan into equal increments instead.
Modify Plan also supports Control KPI key results in both Incremental and Cumulative modes.
Note
You can only modify the planned values for future check-ins.
Why Modify Plan Matters
Before Equal Distribution existed, every plan was calculated the same way, based on the number of days in the period. Modify Plan now gives you a choice in how that plan is built, on top of letting you customize the planned value itself.
| Benefit | What Changes |
|---|---|
| Custom planning | Change the planned check-in value for any Key Result to match organizational needs, instead of using the default calculation. |
| Simpler planning | Equal Distribution offers a straightforward alternative to day-based calculations. |
| Flexible options | Choose the method that best fits how you want to track a Key Result. |
| Predictable increments | Equal steps make it easier to explain planned progress to stakeholders. |
How It Works
Step 1
- Navigate to OKRs from the left navigation panel.
- Select the required Key Result.
Step 2
- In the Key Result Overview page, select Modify Plan from the Check-ins tab.
Step 3
- Choose Equal Distribution to split the plan into equal increments across the selected period, or keep the day-based calculation.
- Switch back to the day-based method at any time.
Step 4
- Change the planned value in the To field.
- Click Decrease Decimal Places to round the value, if needed.
- Click Update.
Modify Plan Scenarios and Their Outcomes
| Scenario | What Happens |
|---|---|
| You change the planned value for a Key Result. | Profit.co updates only the plan line for that Key Result. Your actual check-in values and progress history stay unchanged. |
| You click Update after changing the planned value. | Profit.co reflects the modified planned check-in value directly in the graph. |
| You update the Plan (Target) value using Modify Plan. | Profit.co automatically updates the check-in graph to show the latest plan, keeping the visual an accurate representation of KPI progress. |
| You choose Equal Distribution as the calculation method. | Profit.co divides the plan into equal increments across the selected period, instead of calculating based on the number of days. |
| You switch from Equal Distribution back to the day-based method. | Profit.co recalculates the plan using the day-based method. |
| You modify the planned value for a Control KPI key result. | Profit.co applies the change in either Incremental or Cumulative mode, matching how that Control KPI is configured. |
Best Practices for Using Modify Plan
- Use Equal Distribution when a Key Result's progress should be intuitive to explain to stakeholders, since predictable steps are easier to communicate than day-weighted increments.
- Stick with the day-based calculation when a Key Result's timeline has uneven workload across the period, since Equal Distribution spreads the plan evenly regardless of how work is actually paced.
- Modify planned values before the check-in date passes, since only future check-ins can have their planned value changed.
- Use Decrease Decimal Places to round the planned value before sharing a check-in graph, since a cleaner number is easier to read in reviews.
- Confirm which mode a Control KPI key result uses, Incremental or Cumulative, before modifying its planned value, since the change is applied according to that mode.
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Frequently Asked Questions
No. Only future check-in dates can have their planned value modified.
Yes. You can switch back to the day-based method at any time.
It rounds the planned value you enter in the To field, which is useful for cleaning up a number with several decimal places before saving it.
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