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Roll up key results

Create Roll Up Key Results if you are looking to aggregate multiple existing key results to calculate an overall achievement. For instance, a roll up key result could provide the Global sales pipeline by aggregating a key result for North America sales pipeline and another key result for EMEA sales pipeline.

To create a key result sourced from another objective, click on Advanced Options while creating your key result and select the data source to be other key results or objectives.Name your key result and search for specific key results to roll up. You can search for key results by name, team name or key result owner as long as they are measuring the same unit of measurement (number, percentage or currency).You can choose if you would like to combine the key results by totaling them, or averaging their achieved actuals.

Advanced Options

Advanced roll up options will allow you to aggregate key results as if they were mapped on a spreadsheet, by lining up updates made to each child key result for each week or month interval. 

As such, you'll only the advanced options link activated if the results you are trying to roll up calculate progress the same way (last entered value, total etc.), and have the same update interval (weekly, monthly, etc).  

You need to first decide how the parent key result's data values should be calculated for each week or month from the underlying child results:

  • Total of latest updates of the child results
  • Average of latest updates of the child results
  • Average of the progress percentages of the child results

You will then need to dictate how the overall progress from the roll up should be calculated based on the values generated from the child results. In this case, you can select the progress to be the:

  • Last entered value
  • Total of all the generated data values
  • Average of all the generated data values

Examples for calculating advanced roll-up results

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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