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  • Separate Tree and Time Aggregations in 3.2

    Rollup KPIs are aggregated in two different ways. The rollup equation is used when aggregating values up the organization tree. The aggregation type is used when aggregating smaller calendar periods into larger calendar periods, like turning monthly values into a yearly value.

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  • 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.

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  • New Geometric Mean Aggregation Type in 3.2

    There’s a new KPI aggregation type called geometric mean. It’s a way of calculating the average of multiple numbers that is used in various statistical models. The technical definition of geometric mean is the nth root of a product of n numbers.

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  • You can now choose “this KPI” when building equations. This allows you to make self-referential equations, for example goals that are 10% higher than the previous year’s actual value.


  • It’s now easy to see what numbers go into a calculated KPI value. Equations can be very complex, and it can sometimes be difficult to understand the nuanced differences between aggregation types like “sum” and “use equation.”

    Although this explanation gets a little technical, don’t worry, the software is easier to use than ever. The only thing that has changed is that you can hover your mouse over a number to see how it was calculated.

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