How to roll up progress from dependent key results

Calculate a parent key result from the progress of its dependent key results

Use Rollup dependencies when a higher-level key result should be calculated from the key results that contribute to it. For example, a company revenue target can roll up values from Sales and Customer Success targets.

The workflow has two parts:

1. Connect the contributing key results as dependencies.

2. Change the parent key result to the Rollup dependencies type.

Adding relationships does not update the parent value by itself. The parent must also use the Rollup dependencies key result type.

Connect the dependent key results

1. Open the parent key result to show its details panel.

2. Expand Relationships and select Add relationship.

3. Under Add dependency, select Add dependent key result.

4. Select the plan containing the contributing key result.

5. Select the key result, then select Save.

6. Repeat for every key result that should contribute to the roll-up.

The connected items now appear under Dependencies on the parent key result. See Outcome relationships for parent, dependency, related, and removal workflows.

Configure the roll-up

1. Open the parent key result.

2. Select the ... menu and Edit.

3. On the Target tab, choose Rollup dependencies.

4. Review the connected items under Dependent key results.

5. Choose a Rollup type:

   • Rollup values uses the current numeric values from the dependencies.

   • Rollup percentages uses their current completion percentages.

6. Choose the Method:

   • Sum adds current values and is available for Rollup values.

   • Average averages the values or percentages.

   • Latest uses the most recently published dependency value.

7. For Rollup values, enter the parent target and starting value.

8. Review the Preview value, then select Save.

If no items appear under Dependent key results, return to the details panel and add them with Add dependency.

Enable automatic updates

On Premium workspaces, enable Enable auto-sync to sync progress from the dependencies without a manual value update.

1. Turn on Sync progress with the data source.

2. Set Sync interval to Daily or Weekly.

3. If available, enable Tability AI when you also want AI analysis included with the synced progress.

4. Select Save.

Without auto-sync, the roll-up value is still calculated from the connected dependencies when the key result is updated.

Check the relationship chain

Open the Dependencies Map from the parent key result. Use Dependencies to trace contributors downstream or Both to include the parent's upstream context.

Troubleshooting

A team key result is missing from the roll-up

Confirm that it appears under Dependencies on the parent. A Related connection does not contribute to a roll-up.

Sum is not available

Choose Rollup values. Percentage roll-ups support Average and Latest, not Sum.

Auto-sync is disabled

Auto-sync requires Premium. You can still save the roll-up configuration and update it without the scheduled sync.