---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Status calculation specifications and examples

# Status calculation specifications and examples {#ariaid-title1}

Release version: Australia  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read  
Detailed specifications for status calculation across different target types, calculation formulas for targets with and without breakdowns, and worked examples demonstrating status assignment and rollup mechanics.

## Status calculation for targets without breakdowns {#target-status-calculation-examples__section_nxy_x3k_lkc}

For targets without period-based breakdowns, status is calculated once using the overall actual value against the Final target value:

    Achievement % = ((Actuals to date − Start Value) ÷ (Final target value − Start Value)) × 100
    Status = Green if Achievement % ≥ 90; Yellow if 75--89; Red if < 75

**Example:** Achieve $1,000,000 revenue by the year-end

* Start value (baseline): $0
* Final target value: $1,000,000
* Actuals to date (year-end): $700,000
* Achievement % = (($700,000 − $0) ÷ ($1,000,000 − $0)) × 100 = 70%
* **Status: Red** (70% \< 75%)
{#target-status-calculation-examples__ul_oxy_x3k_lkc}

## Status calculation for targets with breakdowns (check-ins) {#target-status-calculation-examples__section_pxy_x3k_lkc}

For targets with period-based breakdowns (weekly, monthly, quarterly), status is calculated for each check-in period independently:

    Achievement % (for period) = ((Period Actual − Period Start) ÷ (Period Planned − Period Start)) × 100
    Status (for period) = Green if Achievement % ≥ 90; Yellow if 75--89; Red if < 75

**Example:** Annual revenue target with quarterly check-ins
{#target-status-calculation-examples__table_d2j_2jk_lkc__entry__6}

| Quarter | Start Value | Planned | Actual | Achievement % | Status |
|-|-|-|-|-|-|
| Q1 | $0 | $250,000 | $220,000 | 88% | Yellow |
| Q2 | $220,000 | $500,000 | $480,000 | 92.9% | Green |
| Q3 | $480,000 | $750,000 | $710,000 | 76.7% | Yellow |
| Q4 | $710,000 | $1,000,000 | $968,000 | 86% | Yellow |
[ ]

{#target-status-calculation-examples__table_d2j_2jk_lkc}

In this scenario, each quarter is evaluated independently against the $1,000,000 annual target (Final target value). Q1 started with Yellow status (88%), Q2 improved to Green (92.9%), Q3 declined to Yellow (76.7%), and Q4
improved slightly but remained Yellow (86%). Each quarter's start value is the previous quarter's actual achievement. The most recent period (Q4) determines the target status, which is Yellow.

## Status rollup mechanics {#target-status-calculation-examples__section_txy_x3k_lkc}

Status automatically rolls up through three hierarchical layers:

Layer 1: Breakdown → Target (Latest-wins logic)

:   When a target has multiple check-in periods, the status of the target is determined by the most recent period's status:

    * If March check-in status is Red, target status = Red
    * If February check-in status is Yellow and March is Green, target status = Green (most recent wins)
    {#target-status-calculation-examples__ul_vxy_x3k_lkc}

Layer 2: Target → Goal (Worst-wins logic)

:   When a goal has multiple targets, the goal status is determined by the lowest-performing target:

    * Target 1 status = Green (90%)
    * Target 2 status = Red (60%)
    * **Goal status = Red** (worst-wins)
    {#target-status-calculation-examples__ul_xxy_x3k_lkc}

Layer 3: Goal → Parent goal (Worst-wins logic)

:   Goals roll up to parent goals using worst-wins logic:

    * Goal 1 status = Yellow
    * Goal 2 status = Red
    * Initiative status = Red (cascades up)
    * Portfolio status = Red (single red initiative propagates to portfolio)
    {#target-status-calculation-examples__ul_zxy_x3k_lkc}

## Status rollup example: Three-layer cascade {#target-status-calculation-examples__section_ayy_x3k_lkc}

This example shows how status cascades through all three layers:

    LAYER 1 --- Check-ins roll up to Targets (Latest-wins):
      Q1 Revenue Target:
        Week 1: Green (92%)
        Week 2: Yellow (78%)
        Week 3: Green (91%)  ← Most recent; Target Status = Green

    LAYER 2 --- Targets roll up to Goals (Worst-wins):
      Annual Growth Goal:
        Q1 Revenue Target: Green (91%)
        Q1 Cost Target: Red (60%)
        ├─ Goal Status = Red (cost target drags down entire goal)

    LAYER 3 --- Goals roll up to Parent goals (Worst-wins):
      Strategic Goals:
        Growth Goal: Red (from Annual Growth Goal)
        Efficiency Goal: Green (80%)
        Innovation Goal: Yellow (78%)
        ├─ Parent goal Status = Red (single red target/child goal cascades to parent goal)

## Special status calculation cases {#target-status-calculation-examples__section_byy_x3k_lkc}

Manual override then recalculation
:   If you manually override status to Red, then later update the actual value such that the achievement percentage would calculate as Green (95%), the system recalculates and displays Green. Manual overrides do not
    persist through data updates.

Milestone targets (qualitative goals)

:   Milestone targets use qualitative maturity levels (e.g., Planning, Execution, Delivery, Launch) instead of numeric formulas. Status is assigned manually based on milestone stage progress. Examples: project
    readiness, capability maturity, process implementation. Though not automatically calculated, milestone targets still roll up using worst-wins logic and affect portfolio health.