In Lattice, users can create goals following the OKR format. When creating an OKR, the objective needs to be set to "binary" for the key results (KRs) to auto-calculate and roll up to the overall objective.
In Lattice, each key result is equally weighted. For example, if there are 3 key results, each one will be worth 33% of the total objective.
As shown below, if we create our objective and set it to "binary," the 3 different key results roll up to this goal.
- Dollar KR 1 with an end goal of $300
- Dollar KR 2 with an end goal of $500
- Dollar KR 3 with an end goal of $1000
Let's say we update "Dollar KR 1" to be fully achieved. Below, we can see that Dollar KR 2 and Dollar KR 3 are still at 0% completed, and Dollar KR 1 is 100% completed.
The overall objective is now 33% complete since each Key Result worth 1/3rd of the total.
Sometimes there may be key results that are not weighted equally. Therefore, the % calculated for the overall objective may look strange. This can be solved by setting the objective to something other than binary and manually updating it.
In the example above, we may not want to view the goal as 33.33% complete since the key results should not have equal weight in the overall objective.
To set this up, when creating the objective...
- Make the metric non-binary
- Set the overall Start and Goal
When we update our Dollar KR 1 to be 100, the overall objective doesn't progress. This is because the objective was not set to binary. See this example below.
This means that we will need to also update the objective separately.
Below, we are updating Dollar KR 1 to be 300 and also updating the objective to be 300.
Now we can see that the overall objective is displayed differently. The overall objective is 300/1,800 or 17% complete on your "You" panel.