Reporting, Analytics, and Data Visualization in Ninety

Where to evaluate your company's data in Ninety.

Written by Tommy Mains

Updated at March 5th, 2025

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Table of Contents

What Happened to Dash? Share Your Thoughts Introduction to Insights Using the Scorecard Tool

What Happened to Dash?

We have deprecated our initial data visualization tool, Dash. We're actively replicating and improving Dash's functionality in our updated tools, like Insights and Scorecard. Use these tools to view reporting analytics from your teams' and company's data from our most-used tools, including filters and drill-in tables. The tools included are:

  • Data Scorecards
  • Rocks
  • Meetings
  • Issues
  • 1-on-1
  • To-Dos

 

Share Your Thoughts

Do you have recommendations or thoughts about the switch? We'd love to hear from you.

Provide Feedback

 

 

Introduction to Insights

What Is the Insights Tool?

The Insights tool provides valuable visualizations of how your teams use Ninety. Use it to gain insights into how your teams are using Ninety and how effective they are with each tool.

Since each tool represents a discipline of how great organizations are run, you can use this information to help gauge the help of your teams and your organization as a whole.

 

How Insights Into Performance Supports Your Organization

Our Insights tool offers transparency into your teams' performance across several of our platform's tools. Providing you with these dashboards is part of our efforts to make data one of your organization's superpowers. Quality information helps inform quality decisions.

Companies that use data to analyze past decisions, inform current priorities, and predict future performance have made data their superpower. 

When data is leveraged to its fullest ability, it can help companies make sense of where they’ve been and where they’re at, so they can confidently decide where to go next.

From our guide, On Data.

 

How Insights Supports Ninety's Other Tools

The Insights tool pulls data directly from some of our most-used tools on Ninety. Users up and down their company's Org Chart can use this information to make better decisions.

Click through the tabs below to see how Insights supports some of Ninety's other core tools.

Rocks

Completing goals provides the traction your teams need to keep moving toward their long-term initiatives. Rocks are the quarterly goals and projects you and your teams select as the most important things to accomplish in the next 90 days.

The Rocks page in the Insights tool allows you to monitor the performance from all your teams' Rocks and Milestones.

Rocks Insights Article

 
 

Meetings

Teams are often only as effective as their meetings. Following the methodology of a business operating system is an excellent way to improve how your company holds meetings.

The Meetings page in the Insights tool allows you to monitor the ratings from all your teams' meetings.

Meetings Insights Article

 
 

To-Dos

Track your team's To-Dos on a macro scale with the To-Dos Insights page.

To-Dos Insights Article

 
 

Issues

Solving Issues keeps your teams moving. Analyze how effectively your teams are solving high-priority Issues with the Issues page in the Insights tool.

Issues Insights Article

 
 

1-on-1

1-on-1 Discussions play an essential role in developing your team members, growing your culture, and maintaining accountability. Learn more about using our 1-on-1 tool here and click on the 1-on-1 tab from the Insights tool to view aggregated data from your teams.

1-on-1 Insights Article

 
 

 

 

Using the Scorecard Tool

The Scorecard Tool

The Scorecard tool simplifies setting up and managing your team’s Scorecards to keep track of goals on five levels:

  1. Organization-wide
  2. Leadership Team
  3. Departmental
  4. Teams
  5. Individuals

Reviewing the Scorecard tool every week is a critical function of team meetings. 

 

Operating Scorecards According to Your User Role

The Scorecard tool's functionality changes based on each user's role in Ninety. Click here for a basic understanding of user permissions for this tool. 

In short, all licensed users can view and operate their assigned Measurables, while users with Manager or higher level permissions can add Measurables and groups to Scorecards and adjust settings.

 

 

Scorecard Tool Overview

Use the Scorecard tool to organize your team's key metrics into Measurable groups, set targets, and monitor progress with Weekly, Monthly, Quarterly, and Annual Scorecards.

 

What Are Measurables?

A Measurable is a quantifiable metric tracked by a person, team, or organization to assess performance. Measurables form Scorecards that teams use to monitor performance across time. In Ninety, Measurables are interchangeable with key performance indicators (KPIs).

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, like activity at the top of your sales funnel, help us see a wider picture.

Our tool provides Scorecards for each of your teams to document and track their most important Measurables.

 

Learn more about making data a superpower for your organization with our free On Data Guide.

 

 

Use the following filters to display your Measurables the way that works for you and your team.

  • Team — Many users are on several teams in Ninety; ensure you have the correct team selected here.
  • Date range — Each Scorecard has its own default setting, but you can select any option from the dropdown to analyze your data as needed.
  • Periods (Weekly Scorecard only) — Change the reporting period from 1-week columns to 4- or 13-week groupings to see trailing reporting periods.
  • Ascending or Descending Toggle — Click the left arrow to view dates from the start of the reporting period to the end, or the right arrow to view dates from the end of the reporting period (often the current period) to the start.

 

 

Multiple Scorecards

The Scorecard tool gives each team in Ninety four Scorecards. Each Scorecard (Weekly, Monthly, Quarterly, and Annual) hosts its own set of Measurables, which are organized by groups.

Measurables cannot be automatically converted into another Scorecard. For example, Weekly Measurables cannot be displayed on the Monthly, Quarterly, or Annual Scorecards.

 

Default Measurables On Scorecards

Ninety automatically adds 20 financial metrics to the Leadership Team's quarterly Scorecard. Click on each Measurable to learn more from its details card.

These are items we have observed as being extremely important to company growth, including:

  • Key financial metrics
  • Subjective performance ratings
  • Proficiency in the Six Key Components® of EOS®

All other Scorecards are blank when you create your account.

 

Organizing Scorecards with Groups

Organizing Scorecards with Groups

There are several ways to keep your team's Scorecards organized, including creating Measurable groups and reorganizing Measurables.

Previously, you may have divided groups of Measurables with line breaks. Our updated tool automatically moved your Measurables into groups based on how you placed line breaks. With the Combine all groups button, you'll have a one-time option to combine all your Measurables into a single group.

 

 

Creating Measurable Groups

Keep your Scorecards organized by creating groups. Each group can house similar Measurables to make reviewing your Scorecard as easy as possible. You can include up to 20 groups on each of your Scorecards. You may want to create a group for each team member, Seat, or goal. For example, a sales team may have a Measurable group that includes a Measurable from each sales Seat holder.

To create a new group:

  1. Click New Group on the far right of the Filters bar.
  2. Name the group.
  3. (Optional) Write a description for the group.
  4. Click Save.

To edit a group's details, click the ellipsis on the top right of the group's card. Then, click Edit group details. To delete it instead, click Delete group.

 

Expanding and Collapsing Groups

While viewing data, click the diagonal arrow to expand or collapse a group.

 

 

Reorganizing Groups

To manage the order of your Measurable groups:

  1. Click the ellipsis on the far right of the Filters bar.
  2. Click Edit group order.
  3. Click and hold the six-dot icon on the left of the group's row to drag and drop groups in the popup.
  4. Click Save.

The order of your Measurable groups carries over to your team's meeting agenda, so team leaders should organize the Scorecards accordingly.

 

Reorganizing Measurables

You can drag and drop a Measurable within its group by clicking and holding the dots on the far left of the Measurable's row and then releasing your click in its new location.

To send a Measurable from one group to another:

  1. Right-click the Measurable.
  2. Click Move to group… from the dropdown.
  3. Select a group from the dropdown.
  4. Click Move.

 

Creating and Updating Measurables

Creating and Updating Measurables

Any licensed user can update Measurables on one of their team's Scorecards, but only users with Manager or higher permissions can create new Measurables and organize Scorecards.

 

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.

 

 
 

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 Monthly, Quarterly, and Annual Scorecards.

To enter scores using the Data tool

  1. Click Scorecard from the left navigation.
  2. Choose a team from the Team dropdown.
  3. Choose a Scorecard (Weekly, Monthly, Quarterly, or Annual).
  4. Locate the Measurable.
  5. 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 Scorecard from the left navigation.
  2. Choose your team from the dropdown.
  3. Choose a Scorecard (Weekly, 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.

 

 

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
 
 

 

Creating Smart (Calculated) Measurables

Smart Measurables

Using Smart Measurables for Added Functionality

Smart Measurables allow users to automatically perform calculations and input scores by forming mathematical expressions, which can include using existing Measurables as variables. Smart Measurables can use the following basic mathematical operators, including order of operations formulas with parentheses:

  • Addition
  • Subtraction
  • Multiplication
  • Division

To create a new smart Measurable or adapt an existing Measurable, click the Smart Measurable toggle on the Measurable's details card.

 

 

Smart Measurable Features

Click through the tabs below to learn about Smart Measurable features.

Adding Measurables as Variables

The core of Smart Measurables is the ability to utilize your Measurables as variables. 

Example: You are already capturing “Sales” and “Cost of Goods Sold” on your Scorecard and want to generate “Gross Profit” automatically. The following directions follow this example.

  1. Click Data from the left navigation.
  2. Click New Measurable on the intended Measurable group.
  3. Click Create and Add a New Measurable.
  4. Name the Measurable “Gross Profit.”
  5. Toggle on Smart Measurable.
  6. Click Add Measurable.
  7. Search for and click your existing “Sales” Measurable.
  8. Select the subtract operator.
  9. Click Add Measurable.
  10. Search for and click your “Cost of Goods Sold” Measurable.
  11. Create a Goal (a specific number, range, etc.).
  12. Optional: Assign the Measurable's Owner.
  13. Click Save.
 
 

Adding Constant Variables

Constants allow you to treat numbers the same for each calculation.

Example: You want to calculate a “daily average” by dividing your Weekly Measurable by seven.

  1. Click Data from the left navigation.
  2. Click the plus sign next to the time interval listed (Weekly, for example).
  3. Click Create and Add a New Measurable.
  4. Name the Measurable “Daily Average.”
  5. Toggle on Smart Measurable.
  6. Click Add Measurable.
  7. Search for and click your existing “Weekly Sales” Measurable.
  8. Click the division operator.
  9. Click Add Number.
  10. Enter the number seven (7) and click the checkmark.
  11. Create a Goal.
  12. Optional: Assign the Measurable's Owner.
  13. Click Save.
 
 

Clearing Formulas

There are two options for deleting aspects of your Smart Measurable formula.

  • Click the Backspace button in the window to remove one element at a time, starting from the end of the formula.
  • Click the X (Clear All) button to empty the formula field.
 
 

 

Permissions Needed

Only users with the role of Manager and above can add or edit Measurables to the Scorecard, including smart Measurables.

 

 

Frequently Asked Questions (FAQs)

Do the Measurables used as variables need to be on the same Scorecard as the smart Measurable?

No, Measurables used as variables do not need to be on the same Scorecard as the smart Measurable. As long as those Measurables are maintained to stay up-to-date somewhere in Ninety (other than the archive), the smart Measurable can access their data. 

 
 

What happens if the Measurables used as variables are missing data?

If the Measurables used as variables are missing data or are otherwise not maintained, the individual cells affected will display an “Invalid” error.

 
 

 

 

Customizing Your Team's Scorecards with Settings

Customizing Your Team's Scorecards with Settings

Users with Manager or higher permissions can customize their team's Scorecards with Settings.

 

To customize your team's Scorecard settings:

  1. Click the ellipsis on the far right of the Filters bar.
  2. Click Settings.
  3. Toggle off Use company default settings.

From there, you can adjust the settings described in the tabs below.

Show Current Period

To hide the current week’s column from your team’s Scorecard, toggle off Show current period.

 
 

Measurable Status Inidicator

When the Measurable status colors toggle is toggled on, a new column appears on each Scorecard displaying a staus indicator icon. Click on the icon to see a trendline for the Measurable over the date range selected. The status indicator's color and symbol are based on each Measurable's  goal — often called its target.

Red indicates the Measurable was off track for the previous three reporting intervals.

Orange indicates the Measurable was off track at least once over the previous three reporting intervals.

Green indicates the Measurable has been on track for the previous three reporting intervals.

 
 

Owner Column

Enabling the Owner column adds a column to all the team's Scorecards to show which user is accountable for each Measurable.

 
 

Total Column

Enabling the Total column adds a column to all the team’s Scorecards to show the sum total of each Measurable.

To change the number of reporting periods for the Measurables on a Scorecard, click the Periods dropdown on the Filters bar.

 
 

Average Column

Enabling the Average column adds a column to all the team’s Scorecards to show the average score of each Measurable.

To change the number of reporting periods for the Measurables on a Scorecard, click the Periods dropdown on the Filters bar.

 
 

Goal Column

Enabling the Goal column adds a column to all the team’s Scorecards to show the goal (target) score of each Measurable.

 
 

Weekly Start Day

Choose the start day for Weekly Measurables that best fits your organization.

There are two ways to change your Scorecard’s start day, changing it in the Scorecard tool or changing it organization-wide through company settings.

To change it in the Scorecard tool:

  1. Click Data from the left navigation.
  2. Click the ellipsis on the far right of the Filters bar.
  3. Click the Measurable Weekly Start Day dropdown.
  4. Select a weekday.
 
 

Resizing Columns

Click and drag to resize any of the following columns in a Measurable group:

  • Title
  • Goal
  • Average

You can also expand both the Goal and Average columns at the same time by clicking and dragging the line just before the printed year on the top row of a Measurable group.

Double-click one of the above columns to instantly resize a column based on the length of its text.

 
 

 

Freezing and Hiding Columns

The Goal, Average, and Total columns are frozen, so they'll remain in place as your scroll horizontally through your data.

From the Scorecard tool's settings, users with the manager role or above can hide any of the following columns from their team's Scorecard:

  • Goal
  • Average
  • Total
  • Owner
 

 

 

Company-Wide Settings

Admins, Owners, and Coaches can set company-wide Scorecard settings from the Configuration page in the Data section of Feature Controls.

Any teams using company default settings match the options here for:

  • Average Column
  • Total Column
  • Status Color Indicator
  • Weekly Start Day

 

The Measurable Manager

The Measurable Manager

Measurable Manager

Our Measurable Manager is a centralized hub designed to simplify the way you manage your organization's Measurables. Accessible to users with Admin, Owner, or Coach roles only, this tool allows you to organize, filter, and update Measurables efficiently. With the ability to view all active and archived Measurables in one place, users can:

  • Streamline the cleanup of outdated or irrelevant Measurables.
  • Sort and filter Measurables by metadata like owner, last updated date, or location.
  • Perform bulk actions to save time and effort.

 

 

Key Features Overview

The Measurable Manager includes several robust features to enhance your Measurable management experience:

  • Comprehensive Measurable List: View all active and archived Measurables across your organization.
  • Filtering Options: Sort Measurables by owner, title, last updated date, or type (for example, Smart Measurables).
  • Bulk Actions: Duplicate, archive, or delete multiple Measurables simultaneously.
  • Detail Editing: Access detailed Measurable information and make updates directly from the tool.
  • Quick Actions: Use the ellipsis menu for individual Measurable actions, such as editing or archiving.

Managing Your Measurables — Step-by-Step Instructions

To access the Measurable Manager:

  1. Click Data from the left navigation.
  2. Click the Go to Measurable Manager button on the filters bar. 

 

Managing Measurables with Bulk Actions

Easily manage one or more of your Measurables by performing any of the following functions:

  • Duplicate (copy)
  • Archive (send to the archive)
  • Delete (permanently remove)
  • Re-assign (assign a new owner)
  • Create a To-Do
  • Create an Issue

To perform one of the above options:

  1. Click any number of the checkboxes shown in the first column of each Measurable's row.
  2. Right-click one of the selected Measurables or click the Select Action button on the top right of the table.
  3. Choose an option from the dropdown.

 

Deleting a Measurable will permanently remove it from your account. Consider archiving old or unused Measurables instead to continue referencing them in the future.

 

 

Use the "Show" dropdown at the bottom-right corner of the table to adjust how many Measurables are visible at a time. Selecting all checkboxes will only include the visible Measurables on the page.

To work with a single Measurable, simply click the ellipsis on the far right of its row.

 
 

Filtering Measurables

Use the dropdowns and search textbox in the filters bar to sort your organization's Measurables. You can apply filters such as:

  • Owner: Filter by specific Measurable owners.
  • Last Updated: Identify Measurables by their most recent activity.
  • Type: Sort by Smart Measurables, currency metrics, or other classifications.

 

Combine multiple filters to quickly locate specific Measurables.

 
 
 

Creating

To create a New Measurable from the Measurable Manager:

  1. Click the New Measurable button near the top right of the page.
  2. Fill in the required fields (such as title and owner).
  3. Click the Save button on the bottom of the panel.
 
 

Editing

To edit a Measurable from the Measurable Manager:

  1. Locate the intended Measurable.
  2. Click anywhere on a Measurable's row to open its details card.
  3. Update any field (such as owner, team, or location).
  4. Click the Save button on the bottom of the panel.
 
 

Archiving

The Measurable Manager is the only place where you can archive a Measurable.

To archive a Measurable from the Measurable Manager:

  1. Locate the intended Measurable.
  2. Right-click the intended Measurable.
  3. Select Archive from the dropdown.

If you start archiving a Measurable that is part of a formula used in a smart Measurable, you'll receive an extra warning explaining the archiving this Measurablewill cause invalid calculations for the smart Measurable.

 
 

 

Frequently Asked Questions (FAQs)

Why can’t I see some Measurables in the manager?

Ensure you have the necessary permissions (Admin, Owner, or Coach) to access all Measurables.

 
 

What happens when I delete a Measurable?

Deleted Measurables are permanently removed and cannot be recovered. Use the archive option if you may need the Measurable in the future.

 
 

Can I restore an archived Measurable?

Yes, you can unarchive Measurables by accessing the archived list and updating their status.

 
 

What does “Last Reported” mean?

The "Last Reported" column shows the most recent date a value was entered for the Measurable on a scorecard.

 
 

 

 

 

Bulk Actions in the Scorecard Tool

Bulk Actions in the Scorecard Tool

You can perform the following actions with one or more Measurables from a single group:

  • Move to a different group (on the same Scorecard)
  • Duplicate
  • Create a To-Do
  • Create an Issue
  • Remove from the group (this option does not delete Measurables)

 

To perform one or more of the above actions:

  1. Click one or more checkboxes from Measurables on your Scorecard in the same group.
  2. Click the Select action button at the top of the same group.
  3. Choose the action.

 

Forecasting and Setting Custom Goals

Forecasting and Setting Custom Goals

Over time, you may need to adjust a Measurable's target. We've developed a number of features so you can keep your Scorecards accurate and relevant to your team's needs.

 

How to Set a Permanent Future Goal/Target

Use the Set new future Goal feature to change a Measurable's goal from a specific date forward. This method will maintain the integrity of your Measurable under the previous goal while allowing you to monitor future progress better. This feature is not available for smart Measurables.

  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 the Measurable's row anywhere to the left of the reporting periods.
  5. Select Set new future Goal from the dropdown.
  6. Enter a new target in the Goal field.
  7. (Optional) You may change the goal orientation rule with the dropdown.
  8. Click Save & Reload.

As noted in the popup, all previous scores will be automatically updated to be custom goals to reflect the previous target.

 

How to Set a Custom Goal for a Single Reporting Period

You can create a custom goal on a specific reporting period of 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. In any cell representing a future date, you can enter a projected value for the Measurable.

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 and Deleting Measurables

Removing and Deleting Measurables

Maintaining clean, relevant Scorecards is essential to the Data key component. Teams should regularly review the Measurables on their Scorecards to ensure they're displaying the information the team needs to see at a glance to review:

  • The health of the organization
  • Progress on quarterly or annual goals
  • Necessary analytics

 

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, any licensed user on the team can:

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

 

Printing and Exporting Scorecards to PDF

Printing and Exporting Scorecards to PDF

The data you put into Ninety is yours. Any licensed user can print their team's Scorecards or export them to a downloadable PDF.

 

How to Export Scorecards to a PDF

Follow these steps to create a PDF containing all the Measurable groups on the selected Scorecard.

  1. Click Scorecard from the left navigation.
  2. Use the Team dropdown to choose the relevant team.
  3. Select one of the team's Scorecards (Weekly, Monthly, Quarterly, or Annual).
  4. Select the desired date range from the Date range dropdown.
  5. Click the ellipsis at the far right of the filters bar ().
  6. Select Print PDF  () from the dropdown.

 

How to Print the PDF

Once you have downloaded the PDF, follow these steps to print it:

  1. Open the file using a PDF viewer such as Adobe Acrobat, Preview (Mac), or a web browser.
  2. Go to file> Print or press Ctrl + P (Windows) / Cmd + P (Mac) to open the print dialog.
  3. Ensure the correct printer is selected.
  4. Choose the appropriate page size.
  5. Set orientation (Portrait/Landscape) based on the layout.
  6. Adjust margins and scaling if necessary for better readability.
  7. Click Print to complete the process.

 

 

Exporting Your Scorecards to a Spreadsheet

Exporting Your Scorecards to a Spreadsheet

Exporting your team's Scorecards to a .csv file to load in spreadsheet applications is simple. Follow the steps below to try it yourself.

 

Exporting Scorecards to a .csv File

To export one of your team's Scorecards into a .csv file:

  1. Click Scorecard from the left navigation.
  2. Use the Team dropdown to choose the relevant team.
  3. Select one of the team's Scorecards (Weekly, Monthly, Quarterly, or Annual).
  4. Select the desired date range from the Date range dropdown.
  5. Click the ellipsis at the far right of the filters bar ().
  6. Select Export as CSV from the dropdown.

 

The exported spreadsheet has one tab containing the following information:

  • KPI group name
  • Status
  • Title
  • Description
  • Owner
  • Goal
  • Average
  • Total
  • Reporting period date(s)

 

Frequently Asked Questions (FAQs)

What happened to trailing Scorecards?

We've made trailing Scorecards easier than ever; you can still view your Measurables in trailing 4- or 13-week intervals to see trends over time.

The trailing scorecard was a temporary solution in the previous iteration of the Data tool. You can achieve a similar effect by clicking the Period dropdown and selecting 4-week (read-only) or 13-week (read-only).

 
 

How do I change a Measurable's owner?

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

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

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 move a Measurable from one group to another?

To move a Measurable from one group to another:

  1. Right-click the Measurable.
  2. Click Move to group… from the dropdown.
  3. Select a group from the dropdown.
  4. Click Move.
 
 

How do I enter my Measurable's scores?

All licensed users can be assigned Measurables and input data for any of their team's Measurables. Input scores for your Measurables from the My 90 page or the Data tool page. The 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 Data tool:

  1. Click Data 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.
 
 

Does an empty week indicate that a goal was “missed”?

Yes, if a reporting period is left blank, the goal would be counted as “missed” for that reporting period.

 
 

Does the status indicator take custom goals into account?

Yes, the status indicator does take custom goals into account.

 
 

What timezone is used to calculate score periods?

The Data tool uses the UTC timezone to calculate reporting periods.

 
 

When does each quarter start? How is the quarter start date determined?

  • Q1 (First Quarter): Starts on January 1st
  • Q2 (Second Quarter): Starts on April 1st
  • Q3 (Third Quarter): Starts on July 1st
  • Q4 (Fourth Quarter): Starts on October 1st
 
 

Can I set the Annual Scorecard to a customized fiscal year instead of the calendar year?

Setting a customized fiscal year is not currently possible. We’d love to hear from you if this feature would benefit your organization. Submit a feature request to help raise its priority.

To submit a feature request, click Provide Feedback from the bottom of the left navigation.

 
 

How do I remove the current week from appearing on my Scorecard?

To remove the current week from your Scorecard:

  1. Click Data from the left navigation.
  2. Choose your team from the dropdown.
  3. Click the gear icon on the right of the Filters bar.
  4. Click the Hide current week toggle on.

 
 

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
 
 

 

 

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