Performance Account Settings

In this section, you can adjust crucial settings that directly impact your platform's performance module.

Calculation and Goal Context Settings

Here, you can define how the progress of entities is calculated, choosing between:

• Interpolated progress: considers sub-target, target, and super-target.
• Linear progress: calculation based on a weighted average.

All indicators (KR, KPI, and Sub-indicator) will have their calculation based on this setting, and you can only choose between linear and interpolated calculation. The progress configured here is exclusively for the indicator and does not impact the progress of the goal dashboard.

For Goal Context, the available options are:

• Interpolated progress and linear progress: as defined above.
• Progress steps: if an indicator doesn't reach a next milestone, it remains fixed at the lowest value achieved.

The calculation configured here is used for the progress calculation in the goal dashboard. This means it's possible for an entity to show one progress value, and the dashboard progress to show a different value.

You can choose between linear, interpolated, or progress steps.

If the entity's progress is interpolated, you can only work with interpolated or progress steps on the dashboard.

Additionally, you can activate or deactivate the KPI context, influencing how Key Performance Indicators are displayed and considered.

OKR Cycle Management

Managing OKR cycles is crucial for organizing and tracking objectives.
You have total flexibility to:

• Add new cycles as needed for your company.
• Archive cycles that have been completed or are no longer active.
• Edit information of existing cycles.
• Delete cycles, if necessary.

Entity Configuration (OKRs and Initiatives)

To configure entities, such as OKRs and Initiatives, click on "Change." This is where you can:

• Add specific cycles for each entity.
• Define roles associated with the entities.
• Organize by categories.

Regarding work steps, if you encounter difficulties with editing, please request support for assistance; we're always available to help.

Goal Group Management

Managing goal groups is essential for organizing entities grouped by people.
In this section, you can:

• Add new goal groups.
• Edit existing groups.
• Deactivate groups that are no longer in use.
• Delete groups permanently, when necessary.

Tag Configuration

Tags are a valuable tool for categorization and filtering.

You can:

• Add new tags.
• Edit existing tags to adjust their descriptions.
• Activate or delete tags as needed for organization.

Remember: All configurations made in this area directly reflect within the performance module. Always be sure to save your changes before exiting. If you have any questions, access the platform's help section, located in the lower-left corner of the screen.

Updated on: 03/07/2025