FAQ: Explain Progress Type (Individual / Shared), Key Result Type and Key Result Measure.

This article will explain: Progress Type: (Individual / Shared) Type: Metric / Milestone Measure: Numeric, Percentage, Activity Completion

Progress Type

When Progress Type is set to Individual, every contributor has their own target and progress, even though the targets could be equal.  

• For example, if a Sales team has an overall target of $1M, the Senior Sales Representative might take on 750k of the overall target and the junior sale person would get 250k. They would both track their current progress based on the deals that they close on their own.  
  

When the Progress Type is set to Shared, all contributors have the same target and progress and any contributor can update it for the team.  

• Referencing the same Sales team example above, each member of the team would all get credit for any deals that get closed as a whole.

Type

With Key Results, there is a Metric type and a Milestone type. X to Y are intended to be values for the Metric type and for Milestone, you don't always know what your exact starting point is.

• Metric Example: Improve our Net Promoter score from 50 to 60.
• Milestone Example: Get a survey out to all of our clients to learn what our new Net Promoter score is.

Measure

• Use Numeric for tracking the change in: # Units, $ money, # leads, etc.
• Use Percentage for anything that needs to be tracked from 0% to 100%
• Use Activity Completion for a KR that is measured only by specific activities being completed.  This measure can only be used as a Shared Progress Type which means, when anyone updates an activity within a KR, the progress will automatically be updated.

Important note when using Percentage vs Numeric Measure:

Whenever you choose Percentage it will always default from 0 to 100%. If you want to do X to Y percentage that's not zero to 100%, for example, from 50 to 75, you need to adjust the Measure to Numeric and put "%" in the Label.