When you create a non-financial KPI the "aggregation type" determines how results and targets roll-up to quarterly and annual periods.

For example, for monthly results:

  •  'Average' take the average monthly results/targets for that quarter or year.
  • 'Sum' will add the monthly results/targets for that quarter or year. 
  • 'Balance' will choose the last months results, as the results for the quarter or year.
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