Use Basic Count or Percentage for key results where the data will come from one person. For example, Sales Revenue (from Jorge), Number of developers hired (from Alice) or Completion of the IT infrastructure overhaul (from Percy).
When setting up a key result using basic count or percentage, first decide what you will be measuring. Type a description of the key result in the first field.
Assign the key result to yourself, or delegate it to another team member -- type the first few letters of their name to select them. Workboard will notify your team members that they are now responsible for updating those key results.
Next, decide whether the key result will be measured as a number, currency or percentage, and what the target for your key result will be.
Enter a starting value (usually 0) and the target you want to achieve in the time period.
Depending on what you are trying to measure, you may want to count up to your target, down to your target from your starting value, exactly maintain your target number or fall within a range. Most commonly key results are starting from a specific starting point and will want to move towards, or count up to a larger target.
Select the interval at which you want the key result to be updated: every day, every week, every month or on a quarterly basis.
Finally, choose how you want to calculate and present the progress against your target -- this progress can be just the latest update, the total of all updates, or the average of all those updates.
- Use Latest update when your latest update itself is your progress against target as a trend line. For example, Update to server room A & B completed is your key result and each month your updating how far along you are.
- If you want to total all your updates to calculate and display how far along you are, select Total. For example, if your key result is Migrate 20 apps to the cloud, you can measure weekly migrations, and Workboard will add the weekly updates and display the total for the quarter.
- Select Average when you want progress to be calculated as the average of your updates (including your starting value). For example, if your key result is Average response time to customers, you can measure weekly, and see the average for the quarter.