Creating and Updating Measurables

Learn how to create, manage, and update your organization's Measurables.

Written by Tommy Mains

Updated at November 6th, 2024

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Table of Contents

What Are Measurables? Video Overview of the Scorecard Tool Adding Measurables to Your Team's Scorecard Editing or Changing Measurables Maintaining Your Measurables Adding Notes to a Measurable's Entry Customizing a Measurable's Goal for One Reporting Period Goal Forecasting Goal Forecasting Example Removing Measurables Measurable Examples Frequently Asked Questions (FAQs)

What Are Measurables?

A Measurable is a quantifiable metric tracked by a person, team, or organization to assess performance. Measurables form Scorecards teams use to monitor performance across time.

Often, your Scorecard will mix leading and lagging indicators of success. Lagging indicators tell us about what's already happened — like revenue generated or goods sold. Leading indicators help us see a wider picture — like activity at the top of your sales funnel.

Our tool provides Scorecards for each of your teams to document and track their most important Measurables. Learn more about organizing your Scorecards here.

 

Video Overview of the Scorecard Tool

 

Adding Measurables to Your Team's Scorecard

There are two ways to populate your team's Scorecard with Measurables:

  • Creating brand new Measurables.
  • Adding Measurables already created by your organization.

 

Creating New Measurables

To create a new Measurable in a group:

  1. Click the New Measurable button on the top right of the group's card.
  2. Select Create New Measurable from the dropdown.
  3. Enter the title and other information.
  4. Click Save.

 

 

📖 Read this article to learn more about smart Measurables.

 
 

Adding Existing Measurables

To add a Measurable from another team's Scorecard or a previously created Measurable to your team's Scorecard, click Add existing Measurable at the bottom left of the card, or:

  1. Click the New Measurable button on the top right of the group's card.
  2. Click Add Existing Measurable.
  3. Search for and then click the Measurable you wish to add.
  4. Click Add.
 
 

 

Editing or Changing Measurables

To edit an existing Measurable:

  1. Click Scorecard from the left navigation.
  2. Select a team from the dropdown.
  3. Click on a Measurable's title to open its details card.
  4. Change any of the following details:
    1. Title
    2. Description
    3. Unit of measurement
    4. Goal information
    5. Measurable owner and their Seat
    6. Make it smart
  5. Click Save.

 

Learn how to use existing Measurables as variables to automatically calculate Measurable data from the article below.

Read More

 

 

Maintaining Your Measurables

All licensed users can be assigned Measurables and input data for any of their team's Measurables. You can input scores for your Measurables from the My 90 page or the Scorecard tool page. Your My 90 workspace shows all the Measurables you own across every team. 

To add scores in My 90

  1. Click My 90 from the left navigation.
  2. Scroll to the Scorecard section.
  3. Type in your scores to the corresponding Measurable and reporting period cell.
    1. Click the Period Interval dropdown to access your Trailing, Monthly, Quarterly, and Annual Scorecards.

To enter scores using the Scorecard tool

  1. Click Scorecard from the left navigation.
  2. Choose a team from the Team dropdown.
    1. Click another Scorecard tab to switch away from the Weekly Scorecard.
  3. Locate the Measurable.
  4. Type the score in the reporting period cell.
    1. Press your tab key to move one cell to the right or press shift + tab to move one cell to the left.

 

Adding Notes to a Measurable's Entry

All licensed users can add notes to Measurables. Having notes available to provide extra context for a Measurable's progress over time helps save time in meetings by having documentation readily available.

To add a note to a Measurable:

  1. Click Scorecared from the left navigation.
  2. Choose your team from the dropdown.
  3. Choose a Scorecard (Weekly, Trailing, Monthly, Quarterly, or Annual).
  4. Right-click a cell.
  5. Click Set custom Goal or note.
  6. Write your notes.
  7. Click Save.

 

Editing any instance of a Measurable changes it on every Scorecard.

 

 

Customizing a Measurable's Goal for One Reporting Period

You can create a custom goal on a Measurable to account for absences, holidays, and other exceptions.

To customize a Measurable's goal for a single reporting period:

  1. Click Scorecard from the left navigation.
  2. Choose your team from the dropdown.
  3. Choose a Scorecard (Weekly, Trailing, Monthly, Quarterly, or Annual).
  4. Right-click a cell.
  5. Click Set custom Goal or note.
  6. Enter a custom goal number.
  7. Click Save.

 

Goal Forecasting

Modify the Date range dropdown to add forecasted targets for your Measurables. Either of the following date range options provides an opportunity to forecast goals (targets) for your Measurables:

  • Current Quarter
  • Current Year

Either selection adds additional blank cells to your Scorecard. On any cell representing a future date, you can enter a projected value for the Measurable.

 

Goal Forecasting Example

For example, on your weekly Scorecard, click the Date range dropdown and select Current Year. Then, each group on your Weekly Scorecard will have a cell for every week of the calendar year. When you click a cell of a future date, you can enter a custom goal for that reporting period; if the Measurable's goal is a range, you'll enter a customized minimum and maximum goal for that reporting period.

 

Removing Measurables

There are two ways to remove a Measurable from a Scorecard. 

  • Permanently delete a Measurable
  • Remove a Measurable from a single Scorecard

 

Permanently Delete

Only a Measurable's owner can delete it. 

  1. Click My 90 from the left navigation.
  2. Right-click the Measurable you want to delete.
  3. Click Delete Measurable from Scorecard.
  4. Click I understand… Delete anyway.

 

Deleting a Measurable removes it from each Scorecard it's on, any Processes it's linked to, and your Vision if it's used there.

 
 
 

Remove from a Scorecard

To remove a Measurable from a Scorecard:

  1. Click on the checkbox of the Measurable you want to remove.
  2. Right-click the Measurable.
  3. Click Remove from group.
 
 

 

Measurable Examples

Your Scorecard is unique to your team. Here are a few examples of Measurables your team may want to add to their Scorecard.

Net Profit Example

To create a pre-calculated metric tracking your company's Net Profit, you can create a smart Measurable using pre-existing Measurables tracking your Total Revenue and Total Expenses over a given time period.

Step 1

First, you'll need to decide the time scope for your Net Profit Measurable by selecting one of the following Scorecards:

  • Weekly
  • Monthly
  • Quarterly
  • Annual

Step 2

Next, create Measurables for Total Revenue and Total Expenses.

  1. Click Scorecard from the left navigation.
  2. Click the desired Scorecard to add the Measurables to (Weekly, Monthly, Quarterly, or Annual).
  3. Click Add existing Measurable in the desired group.
  4. Write the Measurable's title.
  5. Add the Measurable's owner using the person icon on the top left of the details card or with the corresponding dropdown.
  6. Write a goal for the Measurable.
  7. Click Save.
  8. Populate any number of reporting periods for each Measurable.

Step 3

Finally, create the Net Profit smart Measurable.

  1. Click New Measurable at the top right of the desired group.
  2. Add a title, goal, and accountable team member.
  3. Toggle on Smart Measurable.
  4. Click Add Measurable.
  5. Click your Total Revenue Measurable from the list.
  6. Click the minus (-) sign.
  7. Click Add Measurable.
  8. Click your Total Expenses Measurable from the list.
  9. Click Save.

The new Measurable will automatically calculate your Net Profit for every reporting period, using data from the previous two Measurables.

 
 

Expenses as a Percentage of Revenue Example

To create a pre-calculated metric tracking your company's expenses as a percentage of revenue, you can create a smart Measurable using pre-existing Measurables tracking your Total Revenue and Total Expenses over a given time period.

Step 1

First, you'll need to decide the time scope for your Expenses as a Percentage of Revenue Measurable by selecting one of the following Scorecards:

  • Weekly
  • Monthly
  • Quarterly
  • Annual

Step 2

Next, create Measurables for Total Revenue and Total Expenses.

  1. Click Scorecard from the left navigation.
  2. Click the desired Scorecard to add the Measurables to (Weekly, Monthly, Quarterly, or Annual).
  3. Click Add existing Measurable in the desired group.
  4. Write the Measurable's title.
  5. Add the Measurable's owner using the person icon on the top left of the details card or with the corresponding dropdown.
  6. Write a goal for the Measurable.
  7. Click Save.
  8. Populate any number of reporting periods for each Measurable.

Step 3

Finally, create the Expenses as a Percentage of Revenue smart Measurable.

  1. Click New Measurable at the top right of the desired group.
  2. Add a title, goal, and accountable team member.
  3. Toggle on Smart Measurable.
  4. Click Add Measurable.
  5. Click your Total Expenses Measurable from the list.
  6. Click the division (/) sign.
  7. Click Add Measurable.
  8. Click your Total Revenue Measurable from the list.
  9. Click the multiply (*) sign.
  10. Click Add Number
  11. Type in “100”.
  12. Click the check mark or press your enter/return key.
  13. Click Save.

The new Measurable will automatically calculate your Expenses as a Percentage of Revenue for every reporting period, using data from the previous two Measurables.

 
 

 

Frequently Asked Questions (FAQs)

What does it mean to own a Measurable?

To “own” a Measurable means to be accountable for its success. Each Measurable’s owner has their profile picture featured on the Scorecard. Measurable owners should create an Issue about their Measurable whenever it’s off track, needs updating, or has consistently surpassed its target.

 
 

How do I change a Measurable's owner?

There are two ways to change a Measurable’s owner:

  1. Click the Measurable to open its details card.
  2. Click the profile photo on the top right of the card.
  3. Hover over a Seat from the dropdown.
  4. Click one of the users who occupy that Seat.

Or:

  1. Click the Measurable to open its details card.
  2. Click the Measurable Owner dropdown toward the bottom of the details card.
  3. Choose a Managee.
  4. (Optional) Select the relevant Seat from the Seat dropdown if this user sits in multiple Seats.
 
 

What currencies are supported in the Scorecard?

A Measurable using currency for its goal can use one of the following symbols:

  • $
  • €
  • £
 
 

What about OKRs, or how can I use a Scorecard to monitor my OKRs?

Objectives and Key Results (OKR) is a popular framework for focusing resources on completing specific goals. Our users can capture their OKRs as Rocks or goals in their team's Vision and turn several of the listed key results into Measurables to monitor on their Scorecard.

For example, if you're projecting an incoming growth and hiring period, you may want to ensure your onboarding process is effective, so you could have a version of the following OKR: 

Objective: We will improve our onboarding process by the end of the quarter.
Key Results: 

  • Conduct stay interviews with existing team members.
  • Create Seat-specific onboarding checklists.
  • Obtain above 90% completion rates on onboarding checklists.

All three of these key results can be turned into Measurables. Here's an example of a Measurable from the first key result:

  1. Stay Interviews
    1. Description: Complete a stay interview with each team member to inform new onboarding processes. Our goal is to conduct five interviews each week throughout the quarter.
    2. Unit: Number
    3. Goal: 5
    4. Goal orientation: Greater than or equal to goal
 
 
tracking progress kpi okr measurable scorecard add create remove input forecast metrics example net profit

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