Tracking & Status Management
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      How Are Rolling Metrics Actuals Are Calculated?

      Rolling Metrics helps track your progress throughout the year. Here’s an easy way to understand how Actuals and Annual Targets are calculated.

      Count-Type Metrics

      For Count-type metrics, the annual target adds together:

      • Actuals from past quarters (quarters that are finished)

      • Targets from future quarters (quarters that haven’t finished yet)

       

      Example:
      If Q1 and Q2 are done, and Q3 and Q4 are upcoming:

       Annual Target = Q1 Actual + Q2 Actual + Q3 Target + Q3 Target
       
      💡 Tip: The calculation will not include the Actual from a Quarter that has passed if it is blank for Count Metrics.

      Flat and Measurement-Type Metrics

      For Flat and Measurement-type metrics, the Actual is always the most recently entered value—quarterly values are not summed. The Annual Target also does not sum quarterly values; it reflects the year’s defined target or the latest Actual, depending on the metric setup.

      Quick Summary:

      • Actuals: most recent value entered

      • Annual Target: reflects latest Actual or pre-defined yearly target, not a sum of quarters