Progress value calculation

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Progress Value Calculation

    The progress value for goals in ServiceNow is automatically calculated based on various scenarios involving targets and sub-goals. Understanding these calculations helps users accurately assess goal completion and performance metrics.

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    Key Features

    • Goals with Targets Only: If a goal has targets and no sub-goals, the progress is calculated by averaging the progress values of the targets.
    • Goals with Sub-goals and Targets: When both sub-goals and targets are present, the overall progress is based on the sum of their individual progress values.
    • Weighted Average Calculation: If the weighted average feature is enabled, the progress is calculated considering the weight scales assigned to each target or sub-goal.

    Key Outcomes

    By applying these formulas, users can determine the overall progress of a goal effectively. For example, in a scenario where a goal (G1) has two targets (T1 and T2) with specified impacts and current progress values, the contributions can be computed to derive G1's total progress. This ensures precise tracking of goals and performance across the organization.

    The progress or percentage complete value of goals is auto-calculated using different formulas. The formula depends on whether the goal has only targets, a combination of sub-goals and targets, and if it has weighted average calculation enabled.

    Scenario Formula used to calculate the progress value of the goal
    • The goal has targets.
    • The goal doesn’t have sub-goals.
    • The Impact on goal field is defined for targets.
    		 Progress value of the goal = Sum of progress values of its associated targets / number of targets
    • The goal has sub-goals and targets.
    • The Impact on parent goal and Impact on goal fields are defined for sub-goals and targets respectively.
    		 Progress value of the goal = Sum of progress values of its sub-goals and associated targets / number of sub-goals and targets
    • The goal has two targets (target 1 and target 2).
    • The goal doesn’t have sub-goals.
    • The Impact on goal field is defined for targets and the sn_gf.weighted_average_enabled system property is set to Yes.
    		 Progress value of the goal = [(Progress of target 1 * Weight scale of target 1) + (Progress of target 2 * Weight scale of target 2)] / (Weight scale of target 1 + Weight scale of target 2)
    • The goal has two targets (target 1 and target 2).
    • The goal has two sub-goals (sub-goal 1 and sub-goal 2).
    • The Impact on parent goal and Impact on goal fields are defined for sub-goals and targets respectively and the sn_gf.weighted_average_enabled system property is set to Yes.
    		 Progress value of the goal = [(Progress of sub-goal 1 * Weight scale of sub-goal 1) + (Progress of sub-goal 2 * Weight scale of sub-goal 2) + (Progress of target 1 * Weight scale of target 1) + (Progress of target 2 * Weight scale of target 2)] / (Weight scale of sub-goal 1 + Weight scale of sub-goal 2 + Weight scale of target 1 + Weight scale of target 2)
    Consider a scenario where a goal (G1) has two targets (T1 and T2) and the Impact on goal field for T1 and T2 is set to 2 and 3 respectively. The current Progress values of T1 and T2 are 40% and 20% respectively. In this case, the progress value for G1 is calculated as follows:
    • Contribution of T1 towards G1 progress = 2/(2+3)*40 = 16%
    • Contribution of T2 towards G1 progress = 3/(2+3)*20 = 12%
    • Therefore, Progress of G1 = 16% +12% = 28%