Goal Progress Scales

The purpose of this article is to provide a detailed guide on creating, configuring, and using goal progress scales in the performance management module. It is intended for users with an administrator profile or with permissions to create goals. The article explains how to configure custom scales using linear interpolation, for both direct and inverse scales, and includes the possibility of setting up overachievement scales to recognize progress that exceeds 100%. Additionally, clear instructions are provided for assigning goals to collaborators and updating progress.

Definitions:

• Goal progress scale:
  Goal progress scales allow collaborators to record progress in real units. The system automatically calculates the percentage of progress, avoiding external calculations. Users can create custom scales to measure goal progress by configuring ranges and points using linear interpolation. Additionally, the scales allow for the measurement of inverse goals. When updating progress, users enter results in real units and the system automatically determines the corresponding percentage using linear interpolation.
  
  

• Overachievement in goal scales
  An overachievement scale is one that allows you to record, measure, and reflect progress in meeting a goal that exceeds 100% of the target value. This functionality recognizes and quantifies performance that surpasses the goal by means of scales that include progress points above 100%, thus enabling a more accurate and motivating assessment of performance.
  
  

Considerations:

It is only possible to create custom scales, since the simple scale is already configured by default. However, administrators can edit the simple scale and enable the overachievement option. Once this option is enabled on the simple scale, the system will automatically calculate overachievement values using extrapolation.

Calculation method: Linear Interpolation

Progress calculation in custom scales is performed using thelinear interpolationmethod.
Linear interpolation is a mathematical method that determines intermediate values within a range, assuming a proportional and constant relationship between two endpoints. A formula is used that takes into account the initial and final values of the interval, as well as the intermediate value to be calculated. This allows for precise and consistent estimation of the progress percentage.

The formula used to calculate the progress percentage of a goal is:

 

Where:

• Progress percentage:This is the percentage progress automatically calculated by the system according to the scale used, based on the units entered and the points defined in the scale.
• Units entered:This is the actual value of progress that has been recorded in the goal tracking.
• Initial value of the interval:This is the lowest value in real units within the interval in which the entered units value falls.
• Final value of the interval:This is the highest value in real units within the interval in which the entered units value falls.
• Initial percentage of the interval: This is the progress percentage corresponding to the initial value of the interval where the progress has been entered.
• Final percentage of the interval:This is the progress percentage corresponding to the final value of the interval where the progress has been entered.

• Example:
  If a scale is set where 0% progress corresponds to 0 units and 100% progress corresponds to 1500 units (with no intermediate points), the calculation of the progress percentage for an entry of 1000 units is performed as follows:
  
  
  
• Inverse scale example:
  It is possible to create inverse scales. For example, if 0% progress corresponds to 10 real units and 100% corresponds to 0 units, the calculation of the progress percentage is performed inversely, since the unit value decreases as the progress percentage increases. If a progress of 5 units is entered, the progress percentage would be calculated as follows:
  
  
  
• Example of scale with intermediate points:
  It is also possible to set intermediate points on the scales. For example, this scale was created with intermediate points. In this example, the progress percentage is calculated for an entry of 350 units, using a scale with intermediate points. The initial value of the interval is 250 units, corresponding to 25% progress, and the final value of the interval is 525 units, which is equivalent to 55% progress. The linear interpolation formula is applied as follows:
  

•  Example of scale with overachievement:
  When you configure a progress scale with overachievement, you define not only the value that corresponds to 100% progress, but also an additional range that can exceed that value. For example, if your goal is to sell 1500 units, but there is a possibility to sell up to 2000 units, you can set up the scale so that 100% corresponds to 1500 units and 120% to 2000 units.

In the overachievement scale, there are two progress intervals:

First interval (0% to 100%)

• • • It goes from 0 units to 1500 units (100%).
    • The progress percentage is calculated normally, starting from 0.

Second interval (100% to 120%)

• • • It goes from 1500 units (100%) to 2000 units (120%).
    • Here, the calculation considers that the initial point of the interval is 100%, since it starts from the total achievement of the goal.

For example, to calculate the progress percentage for1700 units, this value falls within thesecond interval. Therefore, the calculation considers that 100% corresponds to 1500 units (initial value of the interval) and 120% to 2000 units (final value of the interval). The formula to calculate the progress percentage in this second interval is:

On the other hand, if the value falls within thefirst interval(for example,300 units), it is considered that 0% corresponds to0 units(initial value) and 100% to1500 units(final value). The formula in this case is:

Creating goal progress scales:

To create custom scales, first go to the "Organizational Development" section in the side menu. Then, select "Settings" and click on "Settings".

Next, select "Goals" and click on "Progress Scales." There you will find the created scales; by default, already created goals will be selected with the “Simple” scale, maintaining their current behavior. To create new scales, click on "Create Scale."

To create the progress scale, you must complete the following fields:

• Name: Enter the name for the scale.
• Visibility: Select either "Public," so any user with permissions to create goals can use this scale, or "Private," so it is only visible to you.
• Name of the unit of measurement: Enter the name of the real unit of measurement, for example, "Kg of steel," "Units sold," etc.
• Initial state:In the "Initial state" section, define the lower end of the scale by entering the value in "Progress in units," that is, the value that will correspond to 0% progress.
• Expected result:In the "Expected result" section, set the upper end of the scale by entering the value in "Progress in units," that is, the value that will correspond to 100% progress.
• Intermediate point:You can also add intermediate points by clicking the "+" icon.

If you want to create a scale with overachievement you must press the “Allow overachievement” button

When you activate the overachievement switch, the option to add values for scales above 100% will be enabled.

Use this option to add as many overachievement values as you need.

To finish, click "Save"

💡Remember that you can also edit the simple scale to accept overachievement. To do this:

First, you must select the pencil icon to edit.

And then, activate theswitchforAllow overachievement

Assigning Goals to collaborators and updating progress:

You can assign goals to collaborators manually by accessing their profile. In the "Talent" section, go to "Goals" and select the "Create" option.

Enter the information related to the goal and select the progress scale. After selecting it, you will see that it indicates the real unit of measurement. You can click on "Configure progress scales" to be automatically directed to this section.

In the "Progress" field, you must enter the progress in real units.

When you save, you will see that the goal's progress percentage is automatically updated.

🤖 This article was translated using artificial intelligence. View original article.