You're tracking total revenue for the quarter across three product launches. Each product line has its own revenue target. When you look at your parent priority in Align, you want to see the total revenue each initiative has created, not an average of their progress.

Here's the difference in success measurement types: Rollup Priorities show you average progress across all your efforts. Formula-driven Metrics let you do any calculation you can make a formula to do—add them up, multiply them, create a weighted average, whatever math fits your goal.

Here's where this comes in handy:

Revenue goal across product lines: Three product launches happening this quarter, each with its own revenue target. You want to see the cumulative revenue hitting your total company goal. Add them up.

Customer satisfaction across regions: CSAT scores from three regions, but regions have different customer bases. Weight each region's CSAT by customer count to see your true company satisfaction score. The region with more customers has more influence on the final number.

Collections goal: You start the quarter with $500K in outstanding AR. Each collections team is assigned a portion to collect. Formula subtracts their collection progress from the total. Your goal is $0 remaining.

To set this up:

1. Make sure each child Priority is number-driven with a Metric as its value source.
2. Create a formula-driven Metric that combines those child Metrics using the math that fits your goal.
3. Select that formula-driven Metric as the value source for your parent Priority.

Need the step-by-step? Check the Align FAQ for detailed instructions on building parent priorities with formula-driven Metrics.

Try it this week. Pick one goal where you're combining efforts from multiple priorities. Set up the formula and watch it work in real time.

Talk soon, 

Your Align Advisors