Auto roll up

Parent objective check-ins are now automatically updated by rolling up the latest progress from the immediate child Key Results.

Why we created this:

• OKRs have scaled tremendously, and employees now use them to track company priorities, team goals, and business unit objectives.

• With growth, the need for a more efficient and scalable process became clear.

• Auto roll-up reduces manual effort for objective owners in calculating progress, letting them focus on the Why and How of achieving outcomes.

Configuring auto roll-up

Before you get started, the following are the rules that auto-roll up operates on

Adding auto roll-up to objective

1. Open Objective Details:

   Navigate to the details page of the objective you want to enable auto roll-up for.

1. Enable Auto Roll-Up: Click the auto roll-up icon to get started.

2. Choose Roll-Up Type: Decide which type of auto roll-up calculation you want (average or sum).

Example

1. Example of summation objective (Sum of KRs metrics. Suitable for revenue/cost objectives)

1. Example of Average objective - Average of KRs progress. Suitable for SLA/TAT objectives.

1. Select Contributing KRs: Choose the Key Results that will contribute to the objective’s progress.

2. Assign Weights (if using Average): For the Average roll-up, assign appropriate weights to each KR to define their contribution to the parent objective.

3. Click on Apply, and you are done!