How to Use Ninety's Insights Tool

Quality information helps inform quality decisions. The Insights tool provides performance dashboards across five of Ninety's core tools, giving individual leaders and executive teams a clear picture of whether their organization is operating on the system as designed. Teams running EOS® use it to monitor Rock completion rates, meeting effectiveness, Issue resolution patterns, and 1-on-1 review completion, all from a single location.

The Insights tool is available on the Accelerate and Thrive plans. It is not available on the Free or Essentials plans. To access it, click Insights in the left navigation.

Filters common to all Insights pages

Every page in the Insights tool shares a consistent set of filters. Understanding how they work helps you pull the right data on the first try.

Team. The options available in the Team filter depend on your role. Owners and Coaches can see any team in the organization. Admins can see every non-private team. Managers and Team Members can see all the teams they belong to. Select All to aggregate data across every team you have access to. Only one team can be selected at a time, except for All.

Date range. Most pages offer the following options: YTD (year-to-date), Current Quarter, Previous Quarter, Last 5 Quarters, and Custom (which requires selecting a start and end date via the calendar filter).

Drill-in. Every chart card has an expanding arrow icon in the upper-right corner. Click it to open a table of the underlying records behind the chart. This is the primary way to move from a high-level trend to the specific items driving it: for example, from "we solved 60% of our Issues" to the list of which Issues were and weren't resolved.

Rocks

The Rocks page in Insights lets you monitor quarterly goal performance across teams and over time. It includes three data visualization cards.

Rock Progress shows the completion rate and status breakdown for Rocks in the selected period, displayed as a donut chart (for single-quarter views) or a stacked bar chart (for multi-quarter views). Completed Rocks appear in green, on-track in blue, and off-track in red.

Milestones: Progress to Completion tracks milestone completion across the quarter using a burndown-style chart.

Milestones: Revised Due Dates shows how often milestone due dates are changed after they're set. An unusually high revision rate often surfaces as an Issue worth discussing in a Level 10 Meeting®.

In addition to the Team and Date range filters, the Rocks page includes a Type filter to separate Company Rocks from Team Rocks.

Insights does not include Scorecard Measurables data. To track Measurables performance over time, use the Scorecard tool and its export options.

For full details, see Rocks Analytics.

Meetings

The Meetings page in Insights analyzes your teams' meeting performance based on user-reported ratings and meeting activity data. It includes five data visualization cards: Meetings Rating, Short-Term Issues Solve Rate, To-Dos Created, Average Time in Issues, and Short-Term Issues Resolution by Priority.

A unique feature of this page: hovering over any data point on one of the first four cards cross-filters the data shown on the other three, so you can explore a specific time period across multiple metrics simultaneously.

For full details, see Meetings Analytics.

To-Dos

The To-Dos page in Insights shows how effectively your team captures and completes To-Dos. It includes two data visualization cards.

Overview Chart displays the total number of To-Dos created for your team(s) in the selected date range, broken into four status segments: In Progress, Overdue, Due Today, and Completed. Hover over any segment to see the count. Click the drill-in icon to see the full table, including the title, status, due date, team, and owner for each To-Do.

The Revised Due Dates Chart shows how many times To-Do due dates were changed after assignment, grouped into three buckets: 0 revisions, 1 to 5 revisions, and more than 5. A pattern of frequent revisions across a team may indicate an Issue worth discussing.

In addition to Team and Date range, the To-Dos page includes an Owner filter to narrow the view to a specific individual's assigned To-Dos.

How the completion percentage is calculated. The completion percentage is based on the original due date, not the most recent revision. Revising a To-Do's due date does not recalculate the percentage.

What the Overview Chart counts. The Overview Chart counts To-Dos created within the selected date range, not To-Dos that were open or active during that period. If a To-Do was created before your filter window but was still in progress during it, it will not appear in the chart. If you see a lower count in Insights than on your To-Dos list, this is typically the reason.

To-Dos completed after their due date. Insights does not show which To-Dos were completed late. The Overview Chart shows the current status only. To identify late completions, export your To-Dos from the To-Dos tool (with the Archive toggle on) and compare the Completed On Date column to the Due Date column.

For full details, see To-Dos Analytics.

Issues

The Issues page in Insights analyzes how successfully your teams resolve short-term Issues. It includes two data visualization cards.

Short-Term Issues: Resolution by Priority provides a breakdown of the number of Issues resolved during the selected date range, organized by priority. Hover over any segment to see the percentage and count for each priority.

Short-Term Issues: Resolution Over Time by Priority is a bar graph displaying resolved Issues by priority over time. Managers can use this chart to confirm that teams are consistently discussing and resolving high-priority Issues, a key indicator of effective Level 10 Meetings.

For full details, see Issues Analytics.

1-on-1 Reviews

The 1-on-1 page in Insights provides aggregated data from Quarterly and Annual Reviews completed in the 1-on-1 tool. It includes four cards: Discussion Rate, Core Value Rating, LMA® Assessment, and GWC™ Rating. Owners and Admins also have access to a Right Person, Right Seat Report.

In addition to the Date range filter, this page includes a Discussion Type filter (Quarterly or Annual) and a Manager filter. Owners and Admins can set the Manager filter to All to view data across all managers in the company. Managers cannot adjust the Manager filter and see only their own direct reports' data.

What the 1-on-1 page tracks. This page shows data from Quarterly and Annual Reviews only. Regular weekly 1-on-1 meetings do not appear here.

How the date filter works. The date range filters by the time period the review covers, not the date the review was completed. If a Q1 review was conducted in April, it appears under Q1, not April. If you're looking for overdue reviews that don't appear in the current quarter filter, expand the date range to include the period when those reviews were scheduled to be held.

The Right Person, Right Seat Report is available to Owners and Admins. Click Generate Report to create a PDF that summarizes how well each manager's direct reports exhibit the company's Core Values and GWC their Seats. Click View Report to open it once generated.

Who can access the 1-on-1 page in Insights:

• Owners can view Insights from all reviews.
• Admins can view Insights from all reviews except those completed by Owners.
• Coaches can view Insights from all reviews.
• Managers can view Insights from their direct reports' reviews only, per the primary Accountability Chart.
• Team Members (Managees) and Observers cannot access the 1-on-1 page in Insights.

If a manager cannot see a managee's data in Insights, confirm that the reporting relationship is correctly established in the primary Accountability Chart and that the manager has the Manager role or higher.

For full details, see 1-on-1 Analytics.

Exporting Insights data

The Insights tool does not have a built-in export option. Analytics charts and drill-in tables cannot be downloaded directly to PDF or Excel. To work with the data outside Ninety, export from the source tool for each area.

There is no bulk export for 1-on-1 analytics data, and there is no scheduled or emailed reporting option at this time.

For companies with 10 or more teams that need a comprehensive data export, Ninety's support team can pull a full report covering Rocks, Issues, Scorecard, and Directory data. Exports typically take up to 72 hours. To request one, contact support.

For full export guidance, see Exporting Your Data.

User permissions overview for the Insights tool

The Insights tool requires an Accelerate or Thrive subscription. It is not available on the Free or Essentials plans.