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.
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Status rules |
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Progress type |
Condition |
Goal status |
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Actual progress |
≥ 100% |
Achieved |
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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.
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During the goal period |
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Condition |
Goal status |
|
Meets the threshold or range |
On Track |
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Does not meet the threshold or range |
Behind |
|
After the due date |
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Condition |
Goal status |
|
Meets the threshold or range |
Achieved |
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Does not meet the threshold or range |
At Risk |
📒Note: These goals do not have an "Exceeded" status.