The progress of an Objective (percentage) is separate from the goal status (colour):
An Objective's progress is automatically updated as it's only based on its Key Results, as you update them. Initiatives are not calculated into the Objective's progress.
💡 Pro tip: As a Premium user, automate your updates for KPIs, Key Results, and Initiatives via integrations.
In Perdoo, both Key Results and Initiatives are called Results. Key Results are identified by a blue check mark icon whereas Initiatives are identified by a green checklist icon:
Some key points to consider with progress (percentage):
Progress does not propagate up: an Objective's progress is based solely on the progress of its respective Key Results (and each are weighted equally). Please note that any negative values will be treated as 0% in this weighting process.
That means progress of child OKRs does not push the progress of parent OKRs.
Whereas a goal's status (on track, needs attention, etc.) is not automatically updated.
You set your subjective status of “on track” or “off track” when you update your Key Result. This is based on your own confidence levels of the goal.
You should also note that the logic of an Objective is based on the weakest Key Result status (excluding the none status). For example, if you have an Objective with 2 Key Results where one is off track and one is on track, the Objective status will be off track.
That said, the new Roadmap will show the progress of the aligned Objectives alongside the progress of the parent Objective. You can also find them in the Aligned Objectives tab.
* NOTE: Since updating an Objective only happens through updating the Key Results, you need to be the Lead of a Key Result to be prompted to update it through Check-ins.
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