In Pathlight, the data of individual team members gets rolled up into the overall team's performance. On metrics, there is an advanced setting called Group rollup which allows for different strategies to be selected based upon the type of metric data that is being aggregated.
The Group rollup filter is located in the Advanced section of the Edit metric modal.
The different group rollup strategies are:
Average: This is the default option. It performs a weighted average calculation. Under the default setting, the weight is determined by the number of records used to produce the metric result. However, if the metric's query uses the "Average" aggregation and there is a weight selected from the optional weight field, then this value will instead be used as the weight.
- If the aggregation being pefromed is an Average of a value that is already an average (i.e. the metric value was passed to Pathight as an average, and Pathlight did not calculate the value from the raw data), then a value must be provided to specify the weight that was used to calculate the original average (example: Email Hours in the screenshot below). The weight field selector is located in the the Query section of the Edit metric modal when you choose to use Average as the aggreation.
Sum: Performs a sum of all the individual metric results.
Percent: For metric results that use the Percent aggregation, the individual metric results have a numerator and a denominator used in its computation. The group's result will be: sum(numerators) / sum(denominators)
Calculated: For each metric result used in the formula of the calculated metric, Pathlight first determines the group rollup of that metric. Pathlight then performs the calculation for the group using those rollup values as inputs.
- As an example, if a calculate metric uses the formula (A+B)/C,
- Pathlight first determines the group rollup for metric A, the group rollup for metric B, and the group rollup for metric C, and then uses these values as inputs in the fomula (A+B)/C to determine the group rollup of the calculated metric.
NPS: For metrics using an NPS aggregation, Pathlight stores the number of promoters, detractors, and total responses, and the group result will be: (sum(promoters) / sum(total_count)) - (sum(detractors) / sum(total_count)).
Just as it calculates an individual's Health Score, Pathlight applies the same Health Score calculation for team's and groups by using the group rollup calculations. Health Scores are available in Pathlight at all levles of the organizational chart starting from the individual and rolling up into the team, and then rolling up into the higher level groups.
Learn more about How Health Scores are calculated
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