You can use a KPI metric when you want to set custom start and target values for your OKR, as opposed to just going from 0% to 100% progress. Doing so gives you a much more accurate idea of progress while executing your OKRs.

KPI metrics in Ally.io support two types of units - Numeric and % based.

Note: KPI metrics will be available for both Objectives and Key Results if you configure your OKRs by selecting the 'Objectives and key results can be used interchangeably'. In case you selected the 'Objectives are always aspirational, key results are always measurable' option, you will be able to add KPI Metrics to only Key Results, as key results are only measurable. Learn more about OKR Model Configuration Rules.

Objectives and key results measured based on the numeric unit

Use numeric units unless your target is a percentage value. To create an objective that’s tracked by a numeric KPI -

1. Click the ‘Add Objective’ option and fill in your objective title and other details like type, owner, time period.

2. In the outcome section, click on the ‘Add a metric’ option to give details about the metric you’d like to measure and the target you’d like to achieve.

3. By default, Ally will set the starting value as ‘0’ (zero) and the unit as Number. If the starting value needs to be changed, click on ‘Show more options’.

4. You can specify the starting value and also choose a unit based on how you’d like to measure progress. Once you’ve added details about how you’d like to measure progress, click on ‘Create’.

Objectives and key results measured based on the % unit

An objective’s completion doesn’t mean it has to hit a 100%. You can choose to set your objective’s completion % as 60%. You can use KPI metrics with the % unit to do this.

To create an objective that’s tracked by a % KPI -

1. Click the ‘Add Objective’ option and fill in your objective title and other details like type, owner, time period.

2. Once done, click on the 'Add a metric' option under the outcome section and give details about the metric you’d like to measure and the target you’d like to achieve.

3. By default, Ally will set the starting value as ‘0’ (zero) and the unit as Number. To change the metric %, click on ‘Show more options’.

4. You can choose the % unit from the 'Unit' dropdown and edit the different starting value, as required. Once you’ve added details about how you’d like to measure progress, click on ‘Create’.

Note that since start and target might not be 0 and 100%, a % KPI metric's overall progress is scaled relative to its start and target metrics. For example, if the metric goes from 30% to 50% and its current value is 40%, it has achieved 50% progress given its starting point and target.

This is calculated as follows:

Let S be the ‘Starting’ metric and ‘T’ be the ‘Target’ you’d like to achieve. ‘P’ is the value of the progress you’ve made so far.

S = 30 (Starting value)

T = 50 (Target)

P = 40 (Progress made)

Here’s how the key result’s progress is used to calculate scaled progress:

[P−S/T−S]∗100

So for this key result, the scaled progress would be [10/20]∗100 =50%

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