Auto roll up
Objective check-ins are automatically updated by rolling up the latest progress from their immediate child Key Results (KRs). This means you no longer need to manually calculate and update objective progress.
Why Auto Roll-Up Exists
As OKRs scale across company, team, and business-unit levels, manually tracking objective progress becomes time-consuming and error-prone.
Auto roll-up was created to:
Reduce manual effort for objective owners
Ensure objective progress always reflects the latest KR updates
Help owners focus on why the objective matters and how to achieve it, instead of tracking calculations
Parent objective check-ins are now automatically updated by rolling up the latest progress from the immediate child Key Results.
How Auto Roll-Up Works
When auto roll-up is enabled:
The system automatically calculates objective progress based on selected Key Results
Objective progress updates whenever KR progress changes
No separate manual check-in is required for the objective
Configuring auto roll-up
Before you get started, the following are the rules that auto-roll up operates on
Enabling Auto Roll-Up on an Objective
Open the Objective Details page for the objective you want to update.
Click the Auto Roll-Up icon.
Choose the roll-up method:
Sum
Average
Select the Key Results (KRs) that should contribute to the objective.
(Optional – for Average only) Assign weights to each KR to define their relative contribution.
Click Apply.
That’s it! Objective progress will now update automatically.
Roll-Up Types Explained
1. Sum
Objective value is calculated as the sum of selected KR metric values
Best suited for:
Revenue objectives
Cost objectives
Volume-based goals
Example: Total quarterly revenue = Sum of revenue generated by each KR
2. Average
Objective progress is calculated as the weighted or unweighted average of selected KRs’ progress
Best suited for:
SLA targets
TAT metrics
Quality or performance benchmarks
Example: Overall SLA compliance = Average progress across multiple SLA KRs
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