How to update the measurement type for a progress metric in a goal?

The Progress Metric Type determines how progress is tracked for a goal in Keka. If you need to change the measurement type (for example, from Percentage to Number or Completed/Not Completed), you can easily update it while editing the goal.

Access the Goal

1. Navigate to Performance from the left navigation menu.
2. Click Goals from the top menu.
3. Select Manage Goals.

Open the Goal for Editing

1. Locate the goal whose progress metric you want to update.
2. Click the three-dot menu (⋮) under the Actions column.
3. Select Edit.

Update the Progress Metric Type

1. In the Edit Goal window, locate the Progress metric type field.
2. Click the dropdown menu.
3. Select the required measurement type: 
   • Percentage – Track progress as a percentage value.
   • Number – Track progress using numerical targets.
   • Completed/Not Completed – Track progress as a binary completion status.

Review and Update Target Values

1. After selecting the new measurement type, review the Target section.
2. Update the target values as required based on the selected measurement type.

Save the Changes

1. Click Save to apply the updated measurement type.
2. The goal will now track progress using the newly selected metric.

Important Notes

• Changing the progress metric type may require updating the goal's target values.
• Ensure the selected measurement type aligns with how progress is intended to be tracked for the goal.
• Users with permission to edit the goal can update its measurement type.

FAQs

1. What measurement types are available for goals? 
You can choose from Percentage, Number, and Completed/Not Completed.

2. Can I change the measurement type after creating a goal? 
Yes. Open the goal in Edit mode and select a different option from the Progress metric type dropdown.

3. Will changing the measurement type affect the target values? 
Yes. Depending on the new metric type selected, you may need to update or reconfigure the target values.

4. Who can update a goal's measurement type? 
Users with permission to edit the goal, such as goal owners or authorized administrators/managers, can update the measurement type.

5. Why don't I see the option to edit the progress metric type? 
You may not have the required permissions to modify the goal, or the goal may be in a state where edits are restricted. Contact your administrator if needed.

And that's it! You've successfully updated the measurement type for a goal's progress metric in Keka, ensuring the goal is tracked in the format that best matches your objectives.