What is Review Summary Information and How the Scores are calculated in Performance Reviews?
Category: Performance
Table of Contents
Profit.co’s Review Summary Information dashboard provides a consolidated view of all performance review scores, including Goals, Competencies, OKRs, and reviewer ratings. This helps employees clearly understand how their final scores are calculated.
Why this feature?
Review Summary Information helps users:
- View all performance scores in one summarized dashboard
- Understand score calculations across different sections
- Customize which categories appear in the summary
- Compare ratings from managers, peers, self, secondary reviewers, and calibration
How to Enable Review Summary Information
Note: Only Super Users can enable and configure Review Summary Information.
Step 1: Open Review Template Settings
- Go to Settings → Performance → Reviews.
- Switch to the Review Templates tab.
- Click the Edit icon on the desired template.
- Select the Summary Info tab.
From this section, you can configure which score components appear in the summary.
Understanding Score Calculations in Review Summary Information
Profit.co calculates scores for:
- Overall Percentage
- Goal Score
- Competency Score
- OKR Score
- Reviewer Ratings (Manager, Self, Peer, Matrix Manager, etc.)
All formulas are standardized across performance reviews.
Overall Percentage
The Overall Percentage represents the final percentile value of the combined assessment scores.
How it is calculated
Profit.co takes the average of these three:
- OKR Score
- Goal Score
- Competency Score
Then converts the combined value into a percentage, which becomes the Overall Percentage.
Goal Score
The Goal Score indicates the ratings you obtained for each of your goals.
1. Goal Score Without Weights
The Average of Given Ratings for the number of Goals is calculated as the Goal Score.
Example
| Goal Name | Given Ratings | Max Rating Scale |
|---|---|---|
| Goal 1 | 5 | 5 |
| Goal 2 | 4 | 5 |
| Goal 1 | 3 | 5 |
2. Goal Score With Individual Weights
In the performance review, the goal's weight will be calculated as given in the scoring bucket.
For Goals, Profit.co provides the option to choose the weights calculated based on individual goals.
Converted weights are calculated based on the weight distribution given to the overall Goals in performance reviews.
Formula
Individual Weights x Goal Bucket score / Goal individual weight
Example
| Goal Name | Given Rating | Max Rating Scale | Individual Weights in % | Converted Weights in % | Goals Score |
|---|---|---|---|---|---|
| Goal 1 | 5 | 5 | 30% | 18% | 0.90 |
| Goal 2 | 4 | 5 | 20% | 12% | 0.48 |
| Goal 3 | 3 | 5 | 0% | 0% | 0 |
| Average | 4 | 5 | 50% | 30% | 1.38 |
Goal Score = 1.38
3. Goal Score With Overall Weights
The Goal Score calculation with weightage will be based on the Average of Given Ratings X Goal Score weightage.
For Example, If the Goal weightage is 30%
| Goal Name | Given Ratings | Max Rating Scale |
|---|---|---|
| Goal 1 | 5 | 5 |
| Goal 2 | 4 | 5 |
| Goal 1 | 3 | 5 |
| Average | 4 | 5 |
Calculation = Average 4 X 30%, Therefore, the Goal Score is 1.2.
Competency Score
1. Competency Score Without Weights
The Average of Given Ratings for the number of competencies is calculated for the Competency Score.
For Example,
| Competency Name | Given Ratings | Max Rating Scale |
|---|---|---|
| C1 | 5 | 5 |
| C2 | 4 | 5 |
| C3 | 3 | 5 |
| C4 | 2 | 5 |
| Average | 3.5 | 5 |
2. Competency Score Calculation with Individual Weights (100%)
In the performance review, the Competency scores will be calculated with the weights given in the scoring bucket.
Converted weights are calculated based on the weight distribution given to the overall competencies in performance reviews.
For Example,
| Competency Name | Given Ratings | Max Rating Scale | Individual Weights in % | Converted Weights in % | Competency Score |
|---|---|---|---|---|---|
| C1 | 5 | 5 | 30% | 9% | 0.45 |
| C2 | 4 | 5 | 20% | 6% | 0.24 |
| C3 | 3 | 5 | 0% | 0% | 0 |
| C4 | 2 | 5 | 50% | 15% | 0.30 |
| Average | 3.5 | 5 | 100% | 30% | 0.99 |
3. Competency Score With Overall Weights
The Competency Score calculation with weightage will be based on the Average of Given Ratings X Competency Score weightage.
For Example, If the Competency Score weightage is 30%.
| Competency Name | Given Ratings | Max Rating Scale |
|---|---|---|
| C1 | 5 | 5 |
| C2 | 4 | 5 |
| C3 | 3 | 5 |
| C4 | 2 | 5 |
| Average | 3.5 | 5 |
Calculation = Average 3.5 X 30%, Therefore, Competency Score is 1.05.
Competency Perfect Score:
The competency perfect score displays the ratings you obtained based on the assessments as quantitative variables.
OKR Score
The OKR Score indicates the ratings you obtained for each of your OKRs.
1. OKR Score Without Weights
The Average of Given Ratings for the number of OKRs is calculated for the OKR Score.
For Example,
| OKR Name | Given Ratings | Max Rating Scale |
|---|---|---|
| OKR 1 | 5 | 5 |
| OKR 2 | 4 | 5 |
| OKR 3 | 3 | 5 |
| OKR 4 | 2 | 5 |
| Average | 3.5 | 5 |
2. OKR Score With Individual Weights
In the performance review, the OKRs weight will be calculated as given in the scoring bucket.
For OKRs, Profit.co provides the option to choose the weights calculated based on the individual OKR.
Converted weights are calculated based on the weight distribution given to the overall OKRs.
For Example,
| OKR Name | Given Ratings | Max Rating Scale | Individual Weights in % | Converted Weights in % | OKR Score |
|---|---|---|---|---|---|
| KR 1 | 5 | 5 | 12% | 7% | 0.34 |
| KR 2 | 0 | 5 | 20% | 11% | 0 |
| KR 3 | 0 | 0 | 0% | 0% | 0 |
| KR 4 | 0 | 5 | 38% | 22% | 0 |
| Average | 1.25 | 5 | 70% | 40% | 0.34 |
OKR Score = 0.34
3. OKR Score With Overall Weights
The OKR score calculation with weightage will be based on the Average of Given Ratings X OKR weightage.
For Example, if the OKR weightage is 40%.
| OKR Name | Given Ratings | Max Rating Scale |
|---|---|---|
| OKR 1 | 5 | 5 |
| OKR 2 | 4 | 5 |
| OKR 3 | 3 | 5 |
| OKR 4 | 2 | 5 |
| Average | 3.5 | 5 |
Calculation = Average 3.5 X 40%, Therefore, OKRs Score is 1.4.
Performance Score:
The Performance Score displays the ratings you obtained based on the assessments you received in all of your performance reviews.
Users can configure the Performance Score by selecting labels, calculation methods, enabling weights, and customizing score visibility for various reviewers.
Reviewer Rating Calculations
Manager’s Overall Rating
The Manager’s Overall Rating indicates the ratings you obtained from your manager’s assessment. The Average of the Manager’s rating will be taken into consideration and will be displayed in the Review Summary Information.
Note: Users can customize the Label type for the Manager’s Overall Rating and also choose the type formula for the rating.
Self’s Overall Rating
The Self’s Overall Rating indicates the ratings from your self-assessment. The Average of Self’s rating will be taken into consideration and will be displayed in the Review Summary Information.
Secondary Reviewer’s Overall Rating
The Secondary Reviewer's Overall Rating indicates the ratings you obtained from your secondary reviewer’s assessment. The Average of the Secondary Reviewer's rating will be taken into consideration and will be displayed in the Review Summary Information.
Matrix Manager’s Overall Rating
The Matrix Manager Overall Rating indicates the ratings you obtained from your Matrix Manager’s assessment. The Average of Matrix Manager’s rating will be taken into consideration and will be displayed in the Review Summary Information.
Calibration Rating
Calibration is a process of determining and re-evaluating the scores in performance reviews.
The calibrated members are those in higher management who reevaluate the ratings given to employees by their managers and calibrated ratings display the same.
Peer’s Overall Rating
The Peer’s Overall Rating score is calculated based on the cumulative average of the Peer’s scores obtained during the review process.
Final Overall Rating
The Final Overall Rating score is calculated based on the cumulative average of the participant's scores obtained during the review process.
Note: The selected participant's overall scores will be considered as the cumulative average for the Final Overall Rating.
Best Practices for Review Summary Information
- Enable only the score components that are relevant to your review process.
- Maintain consistent weightage rules across all departments for fair evaluation.
- Review and verify calculation methods before launching the performance cycle.
- Clearly communicate how scores are calculated to avoid confusion among employees.
- Regularly audit and update your review templates to match evolving performance policies.
Related Questions
To learn more about the HR Dashboard, click here.
Frequently Asked Questions
Only Super Users can enable and customize the Summary Info settings in the review template.
Yes. You can toggle each component, Goal Score, OKR Score, Reviewer Ratings, etc., based on your organization’s needs.
It is the cumulative average of all enabled reviewer ratings selected in the Summary Info configuration.
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