Progress roll up
Progress rolls up from children by default. You can choose to set progress as manual only, or based on children's (aligned goals') progress.
"Sample goal" (shown below) has three children:
Roll up progress to a parent goal is weighted equally based on the number of children's goals. In this case, by three (ie. 33%).
When a check-in is made on a child for 30%, 10% is rolled up to the parent:
If all three child goals receive an aggregate of 90% (shown below - 10% + 30% + 50% = 90%), the parent goal will automatically update to reflect the weighted progress across the three children.
Updating Child Roll Up Progress
You can choose how Brev updates progress and status:
Children roll up (default)
Parent goals automatically update progress + status based on their child's goalsManual
Requires manual check-ins and progress is updated manually.Integrated check-in (auto-track)
Progress updates automatically from connected systems when the tracked KPI changes.
For more information, head to our Goal Progress and Status article.
More Questions?
As always, feel free to reach out to us at [email protected] with any questions or directly chat with us in the Brev app.