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Goal progress calculation and status determination

How goal progress is calculated

Goal progress is calculated based on two values:

  • Expected Progress: The system automatically updates expected progress based on the goal’s timeline.
    Formula: Expected Progress (%) = (Days elapsed since start date ÷ Total duration of the goal) × 100
  • Actual Progress: Employees manually update the goal progress during check-ins.

Example of automated goal status update:

If a goal period is from April 1 to April 30, then on April 15, the expected progress is 50%.

How goal status is determined

The system uses two status evaluation methods based on the KPI logic.

     1.  Linear progress goals: Applicable to the goals with “Increase To”, “Decrease To” measurement logics, and “Milestones” measurement type.

Logic: The system compares expected progress (based on time elapsed) with actual progress.

Status rules

Progress type

Condition

Goal status

Actual progress

≥ 100%

Achieved

Expected/Actual

≤ 16.5%

On Track

Expected/Actual

> 16.5% and ≤ 33%

Behind

Expected/Actual

> 33% (but Actual < 100%)

At Risk

     2.  Threshold & Range-Based Goals: Applicable to the goals with“Maintain At Or Above”, “Maintain At Or Below”, and “Range”.

Logic: The system checks if the current value meets the threshold or remains within the required threshold or range.

During the goal period

Condition

Goal status

Meets the threshold or range

On Track

Does not meet the threshold or range

Behind

After the due date

Condition

Goal status

Meets the threshold or range

Achieved

Does not meet the threshold or range

At Risk

📒Note: These goals do not have an "Exceeded" status.