Percentage targets and target breakdowns in Goal framework for SPM in Utah

[Pelayo]

When defining Targets for Goals, we can opt to select % as our unit of measure.

Targets can be breakdown into quarters depending on the value of the field breakdown_interval. When this value is set to Quarterly, and if the target takes a whole year to evaluate (end_date - start_date = 1 year) this generates 4 target breakdowns.

This target breakdowns take the target value from the target, divide it by the number of quarters and set it as their target value.

We've located where this is done, but we don't to make deep changes to the OOB framework.

My question is: Since this doesn't make sense when our unit of measure is % in most cases, is there any way OOB to change the behaviour of the framework and make it so target breakdowns target values are acumulative?

Example:

Target: Achieve 50% succesful resolution of incidents

Target breakdown_interval: Quarterly

Target target_value: 50

Target unit_of_measure: %

Target breakdowns automatically generated have target values of 12,5 (actually SN does a Math.floor on the calculation so it would be 12 and the remaining would be put on the last quarter) and that doesn't reflect the true photo, that every quarter the percentage should be an increase respective of the previous quarter, and that percentages cannot be summed if we have different number of incidents through quarters.

Thanks in advance!

[Jayakrishna Aku · Accepted solution]

Hello @Pelayo ,

Thanks for sharing it!

The August release was primarily catering to the breakdowns way of setting up the targets, more suitable for numbers (such as $, days, weeks etc.). However, the same Target example can still be set as below, in order to update and track it cumulatively across the 4 quarters.

• Target: Achieve 50% successful resolution of incidents
• Target breakdown_interval: Yearly
• Target unit_of_measure: %
• Target target_value: 50
• Actual value: << pulled from the latest available quarter>> 45 (from Q3)
• Quarterly actual values can be updated cumulatively. For instance, 
  • Q1: No quarterly target (since it is Yearly), Actual can be 30
  • Q2: No quarterly target (since it is Yearly), Actual can be 40
  • Q3: No quarterly target (since it is Yearly), Actual can be 45
  • Q4: No quarterly target, but you see 50 since that's expected by Q4. Actual can be set as per the realised value.

The upcoming November release supports cumulative way of setting up the targets, suitable for percentage (%) and all other units as well.  When the target is flagged as cumulative, then the quarterly intervals will allow the user to set both targets and actuals cumulatively. The main target's actual and target values won't get rolled up from the quarters, instead the targets can be set as desired and the actual value will be picked from the latest available quarter.

For example, one way to set the values is as below:

• Target: Achieve 50% successful resolution of incidents
• Target breakdown_interval: Quarterly
• Target unit_of_measure: %
• Cumulative target: Yes (Added newly)
• Target target_value: 50
• Actual value: << pulled from the latest available quarter>> 45 (from Q3)
• Quarterly values can be set as needed. For instance, 
  • Q1: Target can be 50 or any value, Actual can be 30
  • Q2: Target can be 50 or any value, Actual can be 40
  • Q3: Target can be 50 or any value, Actual can be 45
  • Q4: Target can be 50 or as desired, Actual can be set as per the realised value.
•  

Hope that helps! Let me know in case of any questions.

Best regards,

Jay