In this article:
How is progress calculated in Ally.io?
Ally.io assesses the progress made toward each OKR and Project in two ways — actual progress and expected progress. Actual progress is the progress determined by the user either manually by making a check-in or automatically — through an integrated data source or rolled up from children. Expected progress is calculated based on the start date and end date of the objective. The status is marked based on the actual progress made against the expected progress. For example, on the 30th day, the expected progress is 33% — if the actual progress is 33% or more, the status will be marked as On Track, and if it is below 33%, the status will be marked as Behind. However, this needn’t be the case at all times.
The expected progress curve is linear, so the information presented on actual progress made vs expected progress might not necessarily conform to the progress as you see fit. This will mislead you into taking decisions that’s based on inaccurate information.
Introduction to Targets in Ally.io
Every department within an organization has a different method of setting targets, and tracking the progress toward each target in order to move the needle on company goals. That said, it is important to have greater control over determining the targets, and how you will progress toward these targets. This calls for the ability to break down your target into multiple phases within the specified time period. This way, you will gain greater control over contouring the progress curve and making the right deductions by analyzing the progress graph.
Ally.io provides you with the ability to phase in your targets for a custom time interval within the stipulated time period — for example, set monthly targets for a quarterly goal. Breaking down the target into different phases of time period makes it easier to track progress, identify and mitigate risks.
How to add targets?
While creating or adding an objective or a key result, navigate to the Outcome section > Add a metric to measure the progress of your outcome. When you add the metric, provide a name and target value for this metric.
To break down your target, click on Show more options > select Add targets.
Choose how you want to break down your target — weekly, monthly, quarterly, or custom. This will be the time interval at which your target will be phased.
Once you decide the time interval within the stipulated time period of the objective, Ally.io will automatically calculate the expected progress for your targets within each phase based on the start value, target value, start date, and end date.
For example, the Sales team has a quarterly goal to achieve $5M in ARR. The VP of Sales can use milestones to set targets based on how they are going to achieve $5M. If the target is broken down monthly, for every month there could be a target that’s set — $2M for the first and second month, and $1M for the third month. Ally.io will automatically calculate the expected value and corresponding status based on this target.
Other important things to note
For % complete OKR or project, the starting value and end value should be 0 and 100.
You can edit the start and end dates of the targets at any given point in time, and this will affect the start and end date of the objective directly.
For objectives measured by KPI metrics, the target value given against the end date will be considered the target value for that OKR or Project.
I have an objective with targets that is set to rollup from its key results. How will you calculate the expected progress and status of this objective?
The expected progress and status will be calculated from the milestones and not the key results. While the progress of the objective will be calculated from its children, the expected value will be calculated depending on the milestones set.
Can I change the nomenclature?
As an admin, you can change the label Targets and call them Goals, Milestones, or anything of your choice from the OKRs & Projects section in your Admin menu.