Configuring auto roll-up

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

Adding auto roll-up to objective

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

  1. Click on the auto roll-up icon to get started.

  2. Start by deciding which kind of auto roll-up you'd want.

Example of summation objective

Example of Avg objective

  1. Select the KRs that will contribute to the progress of the objective

  2. For Avg: Assign appropriate weights for KRs on how they'll contribute to the top line objectives

And you're done!

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