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.

Overview of the Scorecard Tool

This article focuses on setting up and organizing your team's Scorecards. Learn how to create, edit, and manage your Measurables here.

Customizing Scorecards

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.

Measurable Status Indicator

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.

 

 

Scorecard Filters

The Scorecard tool page has four tabs for Weekly, Monthly, Quarterly, and Annual Reporting.

Each tab has several filter options:

• 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.

Bulk Actions

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 from the top of the same group.
3. Choose the action.

Organizing Scorecards

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

Creating Measurable Groups

You can 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.

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.

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.

Printing or Downloading Scorecard Data

Users with the role of Manager or higher can print their Scorecard as a PDF or export their data as a CSV document. Here's how:

1. Click the ellipsis on the far right of the filters bar.
2. Click Export as CSV or Print PDF from the dropdown.

The chosen document includes all data currently visible on your Scorecard tool. To change which information is downloaded, adjust the item(s) selected on the filters bar or change to a different Scorecard (Weekly, Monthly, Quarterly, or Annual).

Frequently Asked Questions (FAQs)