Each OKR in Ally contains a Progress bar to display its last identified progress.
Ally assesses progress in 2 ways, Actual and Expected. 

Actual - Indicated by the bar itself & the number denoted at the end of the bar
Expected - Indicated by the grey expected line on the progress bar


Expected Progress

Ally calculates the expected progress and % based on the 'Start date' & 'End date' specified by the user for the OKR. The progress bar & graph below is found on every objectives' quick view. The detail view has the progress graph.

*On the first day of the time period the expected progress would be 0%.
*On the final day of the time period the expected progress would be 100%.

Actual Progress

Actual Progress is determined when users update OKRs with Check-Ins,
*automatically via data integration (or) the roll-up of Key Results to an Objective
*for manual Check-Ins, a Progress % / KPI value must be explicitly chosen by the user.

You will also see under the progress bar how and when the last update was made, % complete or KPI,  along with the notes left at the time of Check-In and who made the update when the 'Show more info' on the dashboard list view is turned on

Status

The definitions of the different STATUS colors are as below -

When the status is manually set by a user (e.g. Check-in and mark "On Track") the progress bar will contain that status. 

When the status is automatically set by Ally (e.g. Data Integrated OKRs -or- Parent Objectives having Key Results), there could be 2 versions as supported by Ally -

(1) STATUS derived based on 'Progress':
This will be the norm for all orgs. created from May 9, 2020 and applicable for both Data Integrated OKRs & Parent Objectives having Key Results.

In the above version (1), the following logic applies -

If (Expected Progress - Aggregate Progress > 25%) , then At Risk
If (Expected Progress - Aggregate Progress > 0% & <=25%) , then Behind
If (Expected Progress - Aggregate Progress <= 0%) , then On Track

If the Key Results have all 'Postponed' (or) all 'Closed' Statuses, then the parent Objective Status will automatically be marked as 'Postponed' (or) 'Closed' respectively irrespective of the Progress %.


(2) STATUS derived based on 'Key Results':
This will be the norm for all orgs. created on (or) before May 8, 2020 and applicable only for Parent Objectives having Key Results and not Data Integrated OKRs

Note: The Data Integrated OKRs will still have Status defined as in version (1) for these orgs.

In the above method version (2), the following logic applies -

If Key Results have only [Closed | Not Started] status:

Parent Objective's Status is computed by -

If (Expected Progress - Aggregate Progress > 25%) , then At Risk
If (Expected Progress - Aggregate Progress > 0% & <=25%) , then Behind
If (Expected Progress - Aggregate Progress <= 0%) , then On Track

If Key Results do not have only [Closed | Not Started] status:

In Order of precedence, if ANY Key Result has the below statuses, the rest are ignored and the parent Objective's status sets to this value:
1.At Risk,
2.Behind,
3.On Track,
4.Not Started

If the Key Results have all 'Postponed' (or) all 'Closed' (or) all 'Not Started' Statuses, then the parent Objective Status will automatically be marked as 'Postponed' (or) 'Closed' (or) 'Not Started' respectively.

Note: Currently based on request and eventually in the short term, we will turn this version (2) OFF and switch orgs. to version (1) ON seamlessly. i.e. Status of OKRs will be determined based on Progress of that particular Objective/Key Result and not based on Status of Key Results.


Please reach out to [email protected] for any clarifications on OKR Status & Progress.

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