- On the left sidebar of your dashboard, click on the "Goals" icon.
- To create a new goal, click on "Create Goal".
- Select a goal type from Numeric, Percentage, Currency, or Binary, and specify the start and target values. For instance, in this example, the progress type Number is chosen, with a start value of 0 and a target value of 10,000.
- Click on "Auto update by rolling up from children of the same progress type." This will ensure that progress from children of the same progress type is rolled up as a sum to the parent goal.
- For the Key Result, ensure the progress type is set to Number, as shown in the example. This allows the "Auto update by rolling up from children of the same progress type" feature to function. Assign a target value of 9,000, contributing to the parent goal's overall target of 10,000, leaving only 1,000 remaining.
Note: The progress roll up works when the progress type of Key Result is same as the Objective.
- If we set a target value that exceeds the remaining amount, such as setting 2,000 when only 1,000 is left, the system will show this prompt: "When progress rolls up from children, the combined progress of Key Results of the same type (e.g., numeric or currency) can't exceed their Parent Goal's progress."
- Assign the correct target value, then click "Create" to create the goal along with the key results.
- After the goal is created, as shown in the example, we are checking in a progress of 7,000 out of the 9,000 target value for the key result.
- Since the progress type is the same for both the key result and the parent goal, the check-in will roll up to the parent goal, contributing to its target value. In this case, the parent goal's current progress is 7,000 out of the 10,000 target value.
