How linear progress calculation works

Linear Calculation

Linear calculation is a clear and objective way to track goal progress by comparing what has been done against what was expected. It can work in two ways: progress to date or progress considering the full cycle. Below, we explain each of them.

Progress to Date (Month-by-Month)

In this model, we compare the actual achieved value for the month with the planned value for the current month. It does not consider the initial or final value of the goal—only what has been done so far.

When the objective is to increase a value:

• If there's no planned or actual value, progress cannot be calculated.
• If both are zero, the month's goal is considered met (100% progress).
• If the planned is 0 and the actual is positive, progress is 100%. If negative, it's 0%.
• In the general case, we use this formula:
  Progress=1+Planned(Actual−Planned)​
  This means: how much the actual value was above or below the planned, proportionally.

When the objective is to decrease a value:

The logic is similar, but with inverted signs:

• If the planned is 0 and the actual is positive, progress is 0%. If the actual is negative, progress is 100%.
• Formula used: progress=1−∣Planned∣(Actual−Planned)​

Progress in the Full Cycle

In this case, the calculation considers the progress from the beginning to the end of the cycle, not month by month. We compare how much has been done from the initial value to where you are now, relative to what was expected by the end of the cycle.

• To increase a value: progress=(Final−Initial)(Actual−Initial)​
• To decrease a value: progress=(Initial−Final)(Initial−Actual)
  If the value for the month has not yet been filled, the system considers the last value previously recorded. If there is none, the progress is zero.

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Updated on: 03/07/2025