How to roll up progress from dependent key results

Roll up progress from your teams to your higher level key results

When you have a top-level (or higher level) key result that is the sum of progress of team key results, it’s helpful to automatically roll progress up. For instance, if you have a revenue number that’s the sum of your Customer Success team’s expansion revenue and your Sales team’s new revenue, automatically adding those together saves you and your team time.

Setting it up in Tability is quick and requires only two steps:

• Connecting up your key results as dependants and parents

• Setting your dependent key results as the data source for the parent

Connecting your key results

First, establish the relationship between your key results. Once you’ve written all of your OKRs, you’ll go to the top-level plan (your company goals or departmental goals, as opposed to your team goals) to find the top-level key result. In this example, the company OKRs include the revenue target. Then click on the key result you want to have the others roll up to:

Once you’ve clicked on the key result, you’ll click on the + next to Relationships

Here, you’ll click Add dependent key result (the ones that you’re rolling into this top-level key result). Select the plan that they goals are in, then choose the key results you want to roll up.

This is just the first step. Your parent key result won’t automatically update unless you follow the next step.

Set your dependent key results as a data source

After you’ve connected your key results, if you want the top-level key result to update automatically based on the progress of the dependents, you’ll need to set them as the data source. Click the + next to Data connector, then choose Dependent key results from the drop down list. Leave the aggregation type to Sum and hit save.

At this point, when you do a check-in on this key result, we’ll automatically pull the current data from all of the dependents and you can focus on just updating your confidence and analysis. However, to make it update automatically, we’ll need to toggle auto-sync on. You can choose if you would like it to update daily or weekly. This will automatically update the metric on the key result based on updates from your team.

You can also enable Tabby AI, which will write full check-ins for you when it syncs the data. This works best if your team is also doing check-ins on this key result.

And that’s it! Now your top-level key result will update automatically while your team updates their key results.