How to Use Calculations in Goals #

Calculations allow you to create a goal that is built from one or more existing goals. This is useful for combining metrics, such as rolling up individual performance into a total.

What Are Calculated Goals? #

A calculated goal uses data from other goals to generate a new metric.

Example:

• Individual goals: Jocelyn’s Revenue + Tiffany’s Revenue
• Calculated goal: Total Revenue

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Step 1: Start a New Goal #

1. Navigate to the Goals module
2. Click Add Goal

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Step 2: Define Basic Goal Details #

• Goal Name (e.g., Total Revenue)
• Year
• Calculation Type (typically Sum for rollups)

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Step 3: Select Calculation as the Source #

Under Source:

• Choose Calculation
• Select Formula Builder

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Step 4: Build Your Formula #

1. Select the first goal to include
   • Example: Jocelyn’s Revenue
2. Choose an operator
   • Example: + (Add)
3. Select the second goal
   • Example: Tiffany’s Revenue

Your formula will look like:

• Jocelyn’s Revenue + Tiffany’s Revenue

You can continue adding additional goals if needed.

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Step 5: Assign Ownership and Access #

• Owner (defaults to you)
• Editors (can update the goal)
• Viewers (read-only access)

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Step 6: Save the Goal #

• Click Submit
• The calculated goal will appear on your Goals dashboard

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Identifying Calculated Goals #

• Calculated goals display a calculation icon
• Hovering over the icon shows:
  • The formula used
  • The goals included in the calculation

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Key Takeaways #

• Calculations allow you to combine multiple goals into one metric
• They are ideal for rollups (team totals, department totals, etc.)
• The formula builder makes it easy to create and adjust calculations
• You can always view the underlying formula for transparency