A goal's progress tracking method decides how its percentage is computed and what kind of progress update it accepts. Use this article to pick the right one of the three methods in Workleap: Simple progress, Metrics, or Sub-goals, with or without automatic roll-up.
Who can use it: anyone who can edit the goal: its creator, its owner, Executives, and Collaborators. You pick the method under How progress is measured when you create or edit the goal.
Simple progress: one percentage you set
With Simple progress, the goal's progress is a single percentage from 0% to 100% that you set on each progress update.
Under How will you measure this goal?, select Simple progress.
Once the goal is published, each Update progress asks for the new percentage, an optional status, and a comment.
Pick it when the goal has no number behind it, such as a habit or a deliverable you judge by eye.
Metrics: measurements with a start, a target, and a weight
With Metrics, the goal's progress is the weighted average of one or more measurements, each with a start value, a current value, and a target.
Under How will you measure this goal?, select Metrics.
In Add a measurement, name the measurement and pick its unit: Percent, Numeric, Currency, or Yes / No.
Set Start at and Target. Optionally, select Add a link to point to where the number lives.
Select Add. Repeat for each measurement.
In the Weight column, type a percentage for the measurements that should count more, or leave auto %.
How weights work: a measurement left on auto % gets an equal share of whatever the typed weights leave. With nothing typed, all measurements count equally. Typed weights must stay under 100% in total while at least one measurement is on auto, so none of them counts for zero.
Once published, each Update progress asks for the current value of each measurement. The goal's progress is calculated from them; you can type over it to set it yourself.
Sub-goals: progress you judge from the child goals
With Sub-goals and Auto-update from sub-goals off, you set the goal's progress yourself on each update, basing your judgment on the sub-goals linked under it. Workleap doesn't compute it.
Under How will you measure this goal?, select Sub-goals.
Leave Auto-update from sub-goals off.
Link your sub-goals to this goal (see How do I align a goal to a team or company goal?).
Sub-goals with automatic roll-up
With Sub-goals and Auto-update from sub-goals on, the goal's progress is computed from the progress of its sub-goals. The goal accepts no manual progress update.
Under How will you measure this goal?, select Sub-goals.
Turn on Auto-update from sub-goals. Until you link sub-goals, the page says This goal has no sub-goals to weight yet.
Once sub-goals are linked, give each one a weight, or leave them on auto to share the remainder equally.
How the roll-up works:
The goal's progress is recalculated whenever a sub-goal's progress changes, and the change travels up the chain of parent goals, up to 20 levels.
Published and archived sub-goals count. Draft sub-goals don't.
Every sub-goal counts, including sub-goals you can't read. You see the rolled-up number, not their content.
A change smaller than 1% doesn't create a new automatic update, so the activity feed stays readable.
Automatic updates appear in the goal's Activity with the sub-goal that triggered them. Nobody can edit or delete them.
Limitations and workarounds
Automatic roll-up accepts no manual update. To set the number yourself, turn Auto-update from sub-goals off.
Weights must add up. With no measurement or sub-goal on auto, typed weights must total 100%. A draft accepts any mix; the goal is refused at publish time until the weights are valid.
Progress updates need a published goal. A draft or archived goal takes none, whatever the method.
Related
How do I create and publish a goal?
How do I align a goal to a team or company goal?
How do I update progress on a goal?