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Roll up key results

When setting key results select Roll Up Results if you want to reference an existing key result, or sum, average or combine other results into one. For instance, a key result could provide the average of sales pipeline across a North American salesforce or total the number of developers hired across departments and locations

If you're sourcing a key result from other key results, first name your rollup result, then choose key results you'd like to reference or roll up.

 

 In the example below, the new key result will be sourced from two other key results, 50 million in services revenue and 50 million in K2 product revenue.

To total the updates from both key results, you will want to create a sum of sums formula as is displayed below.

Next, determine how you want to source the data from the individual source key results, either as a sum of latest updates, average of latest updates, or average of progress.

Then indicate whether you would like to calculate progress for the new key result based on the average, sum, or last update of the new key result's values. For example, if last update is selected, your progress will be the value of the most recent update only. If sum is selected, the values from the all updates will be totaled together in the progress calculation. If average is selected, the values from all updates will be averaged together in the progress calculation.

Options for calculating your roll-up result

For the examples below, we'll roll up two key results, QA testers hired and Developers hired.

  Month 1 Month 2 Month 3
QA testers hired 3 5 4
Developers hired 1 0 2

Example 1:

Roll-up key result: Average of 2 New IT Hires Per Month
For this roll-up result, take the average of the source key results and measure progress from the last update.

  Month 1 Month 2 Month 3
Average of 2 New IT Hires per month 2
(avg of 3 and 1)
2.5
(avg of 5 and 0)
3
(avg of 4 and 2)

In this example, the key result's current progress will be 3.

Example 2:

Roll-up key result: Total number of IT staff hired per month
Take the sum of the source key results and measure progress from the last update.

  Month 1 Month 2 Month 3
Total number of IT staff hired per month 4
(sum of 3 and 1)
5
(sum of 5 and 0)
6
(sum of 4 and 2)

In this example, the key result's current progress will be 6.

Example 3:

Roll-up key result: Total new IT hires
Take the sum of the source key results and sum the results.

  Month 1 Month 2 Month 3
Total new IT hires 4
(sum of 3 and 1)
5
(sum of 5 and 0)
6
(sum of 4 and 2)

In this example, the key result's current progress will be 15 (4+5+6).

Example 4:

Roll-up key result: Average number of new IT hires per month
Take the sum of the latest updates to the source key results and average the results.

  Month 1 Month 2 Month 3
Average number of new IT hires per month 4
(sum of 3 and 1)
5
(sum of 5 and 0)
6
(sum of 4 and 2)

In this example, the key result's current progress will be 5 (average of 4, 5 and 6).

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