---
title: "OKR progress"
canonical: "https://support.appfire.com/space/SPM/2325021322/OKR%20progress"
format: markdown
---
> Macro (aura-html)

> Macro (excerpt-include)

  

The app can automatically calculate any OKR's progress, or the user can update it manually.

## How is OKR progress calculated?

> 📝 - The progress of a Strategic theme, sub-theme, Objective, and sub-Objective is always expressed as a percentage.
> 📝 - Individual sub-items affect the parent item’s progress based on their contribution ([weight](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918636591)).
> 📝 - The progress of a Key Result can be expressed as a number, a percentage, or a currency unit.

> ✅ **OKR progress** = The sum of the progress of all direct sub-items divided by the total number of those sub-items.
> ✅ 
> ✅ The formula remains the same, regardless of whether an OKR is in auto or manual progress mode.

The direct supporting sub-items include:

| **Strategic theme/sub-theme** | **Objective/sub-objective** | **Key result** |
| --- | --- | --- |
| - Sub-themes
- Sub-objectives
- Key Results
  - [linked work items](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918507296) (they affect the automatic Key Results’ progress)
  - [linked boxes](https://appfire.atlassian.net/wiki/spaces/SPM/pages/2229665803) (the work items in the scope of linked boxes affect the automatic Key Results’ progress) | - Sub-objectives
- Key Results
  - <u>[linked work items](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918507296)</u> (they affect the automatic Key Results’ progress)
  - <u>[linked boxes](https://appfire.atlassian.net/wiki/spaces/SPM/pages/2229665803)</u> (the work items in the scope of linked boxes affect the automatic Key Results’ progress) | - <u>[Linked work items](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918507296)</u> (they affect the automatic Key Results’ progress)
- <u>[Linked boxes](https://appfire.atlassian.net/wiki/spaces/SPM/pages/2229665803)</u> (the work items in the scope of linked boxes affect the automatic Key Results’ progress)<br>[NOTE]<br>- When you mark a work item as **Done** in the Scope, Gantt, Board, Resources, or Calendar modules, the linked work item in the OKR module automatically reflects this progress.
- If you move a work item back to **To Do**, the OKR progress will decrease.
- Work items marked **In Progress** don't affect OKR progress.<br>Visit the <u>[OKR linked work items data sync](https://appfire.atlassian.net/wiki/spaces/SPM/pages/2173109245)</u> page for more details on task data sync between the OKR module and other modules, and how it affects progress auto-update. |

### Strategic theme/sub-theme

A parent Strategic theme is highlighted in blue, and the three direct sub-items are highlighted in yellow. The Strategic theme’s progress is based on these three sub-items and their weight. 

![A strategic theme and its child OKRs highlighted.](media://bcb0ea0c-1157-41b7-a886-7c49b47200bc)

### Objective/sub-Objective

A parent Objective is highlighted in blue, and the three direct sub-items are highlighted in yellow. The Objective’s progress is based on these three sub-items and their weight.

![An objective and its child OKRs highlighted.](media://68c9224d-9f6c-4801-ab63-d8f785de59bf)

<details>
<summary>Objective's progress: See example</summary>

![A sumple OKR hierarchy - one objective and three key results.](media://4aeaf77f-bc2f-4341-bd9b-4f269ab93ab9)

Given:

- Total number of direct sub-items = 3
- Key Result 1** **progress =66.67% and its weight = 1
- Key Result 2** **progress = 9.41% and its weight = 1
- Key Result 3** **progress = 20% and its weight = 1

Therefore:

**Objective progress** = (66.67%x1 + 9.42%x1 + 20%x1)/3 = 32.03%
</details>

### Key Result

A parent Key Result is highlighted in blue, and the direct sub-item is highlighted in yellow. Here, the Key Objective’s progress is based on completed Jira work items (status: **Done**) in the linked box.

![The Key Result and a linked box are highlighted.](media://edc8e4f3-51ef-46d5-8add-1981bb5fff25)

For examples, see:

- [Auto-KR](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918670238)
- [Manual KR](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918702967)

## Auto-OKR

In auto mode, the app calculates the OKR's progress automatically based on the progress of the linked sub-items. As your teams work toward their OKRs and update the status of the associated sub-items, the OKR’s progress automatically updates.

OKRs in the auto progress mode require minimal user intervention to maintain accurate tracking.

## Manual OKR

In manual mode, the user [updates the OKR's progress](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918507253) manually.

## Set an OKR to auto or manual mode

You can set the progress mode for an OKR in two ways:

- On the New Strategic theme/New Objective/New Key Result modal (when you <u>[create a new OKR](https://appfire.atlassian.net/wiki/spaces/SPM/pages/2324726248)</u>)
  - For a new Strategic theme and Objective: Under **Progress**, select **Child OKRs** to set it in auto mode, or select **Manual** to set it in manual mode.
  - For a new Key Result: Under **Progress tracking**, select **Linked items** to set it in auto mode, or select **Manual** to set it in manual mode.
- You can <u>[convert](https://appfire.atlassian.net/wiki/spaces/SPM/pages/2223538218)</u> an OKR from one progress mode to another on the <u>*[OKR details](https://appfire.atlassian.net/wiki/spaces/SPM/pages/1918536390)*</u> page.