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How Pro-rating Works

 

Pro-rating designates kpi values as good/ok/bad based on a linear interpolation of the goal threshold targets over a period of time.

 

Pro-rating options can be applied when:

  • the goal is a detailed history, integration or link goal
  • the goal calculation is NOT 'average'
  • the goal has a due date or a reset interval selected other than 'daily' or 'never resets'
    • if both a due date and a reset interval are specified, the reset interval will be used to calculate the pro-rated thresholds

When pro-rating cannot be applied, the pro-rating options are disabled and the pro-rating strategy is 'none'.

Pro-rating options are:

  • from zero
  • from the first kpi (in time, not in order of entry) (Not from zero)
  • none - disables pro-rating and the goal's thresholds are used directly

Pro-rating default value:

  • when pro-rating cannot be applied, the default value is set to 'None'
  • when pro-rating can be applied, the default value is set to 'from zero'

Pro-rating interval

Pro-rating intervals are determined by either the goal's due date or the reset intervals.  If both a due date and a reset interval other than 'daily', or 'never resets' are specified, the reset interval will be used to determine the pro-rating intervals.

When pro-rating by the goal's due date, we only pro-rate over one interval.  The start of the interval is the date of the first (by date, not by order of entry) kpi data entry for the goal.  The end of the interval is the due date. Following the due date, the goal thresholds are applied directly.

When pro-rating by reset intervals, the start and end dates are as follows:

Weekly Reset - we pro-rate over each week.  Weeks start on Sundays and end on Saturdays.

Monthly Reset - we pro-rate over each month.  The first day of the month is the start of the pro-rated thresholds and the last day of the month is where we pro-rate to.

 

Please Note: OKR goals have prorating strategy set defaultly from the start date to the end date and have seven day prorating.

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