Automatically Rolling up KPIs Across Organizations in 3.2

There is a new KPI update type called “rollup.” It automatically aggregates the KPI values from children organizations that are based on the same organization template.

To set up these automated rollup KPIs, first create an organization that you want to use as your template. Any KPIs in the template that you want to be automatically calculated should have the update type of “rollup.” You also can change the rollup equation, which determines how the KPI values will be aggregated together as they’re rolled up the organization tree.

Once you’ve created your organization with rollup KPIs, the next step is to create templated copies of that organization in a tree structure. In this example, “Rollup Template Example” is the template organization we built, and the six organizations underneath it are templated copies.

Finally, update the KPIs in the organizations at the bottom of the organization tree. The KPIs in the organizations higher up the tree will automatically have calculated values based on the KPIs in lower organizations.

For example, when we go to the highest-level organization and hover over the “product revenue” actual value, we can see that its actual value is being automatically calculated.

We can click on this value to see more information about where the data actually comes from.

By hovering over the different parts of the equation, we can see that this highest-level KPI is the sum of the KPIs in the four organizations at the bottom of the tree. If you remember, though, the rollup tree is three levels deep. Why is the automatic rollup equation skipping the middle level of the tree and going directly to the lowest level?

That’s on purpose. For “sum” rollup equations, the results would be the same either way, and it makes things a little simpler to show where the data is really coming from. For “average” rollup equations, skipping the middle levels avoids some messy math problems that you’d get by taking averages of averages.