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When a goal gets its progress from its aligned goals, the aggregation method decides how they add up. You can add up their values, average their values, or average their progress.
This article explains each method with an example, so you can pick the one that fits your goal. To learn how to set a goal's progress driver, see Calculate progress from aligned goals.
Choose an aggregation method
Open the KPI, Key Result, Initiative, or Objective.
In the Details panel, click Progress driver and select Aligned Goals.
Choose the Aggregation method (1). The Preview (2) shows the result right away.
Under Weighting, you see how much each aligned goal counts (3). To change this, select a weight (4).
Click Save.
The example in this article
A Key Result has three aligned Key Results, each to close $1 million in sales in one region:
Europe: $500K closed, so 50% progress.
North America: $1 million closed, so 100% progress.
South America: No update yet, so the value is unknown and the progress is 0%.
Add up values with Sum values
Sum values adds up the values of all aligned goals. Use it when the parent goal is a total, such as total sales or total new customers.
In the example, the parent Key Result shows $1.5 million: $500K + $1 million.
Important
Weighting doesn't apply to Sum values. Every aligned goal counts in full.
Only add up goals that use the same unit. Sum values adds up the numbers as they are, so 80% and 8.2 add up to 88.2.
Average values with Value average
Value average takes the average value of the aligned goals that have an update. Use it when the parent goal is an average, such as the average sales per region or the average customer satisfaction score across teams.
In the example, the parent Key Result shows $750K: ($500K + $1 million) / 2.
South America is left out, because no update means the value is unknown, not zero. If it counted as $0, the parent would show $500K and suggest that South America had no sales at all.
Average progress with Progress average
Progress average takes the average progress of all aligned goals. Use it when the aligned goals measure different things, so their values can't be added up or averaged. This is the default for Objectives.
In the example, the parent Key Result shows 50%: (50% + 100% + 0%) / 3. South America counts as 0%, because it hasn't made any progress yet.
Weight your aligned goals
With Value average and Progress average, you can make an aligned goal count more or less than the others. Choose a weight from 0x to 6x. Each goal then counts for its weight divided by the total weight.
For example, an Objective has two Key Results. The first is at 80% with a weight of 3x, and the second is at 40% with a weight of 1x. The first counts for 75% and the second for 25%, so the Objective is at 70%: 75% × 80% + 25% × 40%.
A goal with a weight of 0x doesn't count at all. For Objectives, Initiatives start at 0x. See How an Objective's progress is calculated.
Good to know
Which aggregation method should I choose?
Sum values: The parent is a total of the same unit, such as revenue across regions.
Value average: The parent is an average of the same unit, such as a satisfaction score across teams.
Progress average: The aligned goals measure different things, or you want each goal to count toward overall progress.
Can I change the aggregation method later?
Yes. Open the Progress driver again, choose another method, and click Save. The parent goal is recalculated from its aligned goals.
Does the parent goal update automatically?
Yes. Every update to an aligned goal updates the parent goal. The Activity feed shows which updates came from aligned goals.
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