How Plan Values Are Rolled Up
Changes to plan values at the child level are automatically rolled up to the parent level.
Overview
When you edit the value of a plan item at the child level, the child values are rolled up to calculate a parent value.
Imagine your Sales organization consists of the following organizations: Team A, Team B, and Team C. When you edit a plan value at the child level such as Team A, the child values of Team A, B, and C will be rolled up to calculate a new value for Sales (parent).
Roll up methods
Parent values are calculated using one of the following methods:
- Sum of Children: The child values are added up to calculate the parent value. This roll up method is used for plan items that are counts such as Headcount and Added Positions.
- Weighted Average: The child values are multiplied by their contribution to the plan item that is configured as the Weighting Plan Item. These values are then added up to calculate the parent value. This roll up method is used for plan items that are rates such as Annual Resignation Rate.
Tip: You can quickly see the roll up method of a plan value in the info panel.
Sum of Children
Example A: Sum of Children method
Let's say you increase the plan value for Team A by 20% from 20 to 26.
| Initial Value | Final Value | |
|---|---|---|
| Sales | 100 | |
| A | 20 | 26 |
| B | 30 | 30 |
| C | 50 | 50 |
The plan values for Team A, Team B, and Team C will be added up to calculate a new plan value of 106 (26 + 30 + 50) for Sales.
| Final Value | |
|---|---|
| Sales | 106 |
| A | 26 |
| B | 30 |
| C | 50 |
Weighted Average
Example B: Weighted Average method
Imagine the Headcount of the Sales organization is 150 and broken down as follows:
| Team | Headcount | Percentage of Total Headcount |
|---|---|---|
| A | 15 | 10% (15 / 150) |
| B | 30 | 20% (30 / 150) |
| C | 105 | 70% (105 / 150) |
Let's say you change the plan value for Team B to 30%:
| Initial Value | Final Value | |
|---|---|---|
| Sales | 10% | |
| A | 10% | 10% |
| B | 10% | 30% |
| C | 10% | 10% |
If the plan item is weighted by Headcount, the plan values for Team A, Team B, and Team C will be multiplied by their contribution to Headcount.
| Team | Final Value | Weighted Contribution |
|---|---|---|
| A | 10% | 1% (10 * 10%) |
| B | 30% | 6% (30 * 20%) |
| C | 10% | 7% (10 * 70%) |
The child values are then added to calculate a new plan value of 14% (1 + 6 + 7) for Sales.
| Final Value | |
|---|---|
| Sales | 14% |
| A | 10% |
| B | 30% |
| C | 10% |