How to Create and Manage Scorecard Groups in Ninety

Scorecard groups let you organize related Measurables (the quantifiable metrics your team tracks each week) into labeled sections on your team's Scorecard. Instead of displaying every Measurable in a single list, groups let you cluster them by team member, by Seat, by goal area, or by any structure that makes sense for your team. The order of your groups also determines how Measurables appear during your team's Level 10 Meeting (L10), so thoughtful organization here pays off during weekly meetings.

Owners, Admins, and Managers can create, rename, reorder, and delete Scorecard groups. Team Members and Observers can view, expand, and collapse groups. Team Members can also reorder Measurables within a group — even Measurables they do not own.

Creating a new group

To create a new Measurable group on your team's Scorecard, use the New Group button on the filters bar. Each Scorecard (Weekly, Monthly, Quarterly, and Annual) supports up to 20 groups.

1. Click Scorecard from the left navigation.
2. Use the Team dropdown to select the relevant team.
3. Select the Scorecard tab where you want to add the group (Weekly, Monthly, Quarterly, or Annual).
4. Click New Group on the filters bar.
5. Enter a name for the group.
6. (Optional) Write a description for the group.
7. Click Save.

Your new group appears as an empty card on the Scorecard. You can then add Measurables to it by creating new ones or adding existing Measurables from your organization.

Grouping strategies

There's no single right way to organize groups. It depends on what your team needs to see at a glance during meetings. Common approaches include creating a group for each team member (so each person's Measurables are together), creating a group per Seat on your Accountability Chart, or creating a group for each strategic goal area (for example, Sales, Operations, Finance).

Editing a group's name or description

To edit a Scorecard group's name or description after creating it:

1. Click the ellipsis (three dots) on the top right of the group's card.
2. Click Edit group details.
3. Update the name or description.
4. Click Save.

Deleting a group

To delete a Scorecard group, click the ellipsis on the top right of the group's card, then click Delete group.

To recover Measurables after accidentally deleting a group:

1. Click New Group to create a replacement group.
2. Click New Measurable at the top right of the new group's card.
3. Select Add Existing Measurable.
4. Search for each Measurable by name, check the box, and click Add.

All historical data is restored when you add a Measurable back. For detailed recovery steps, see How to Recover a Deleted Group or Measurable in Ninety. If you cannot remember which Measurables were in the deleted group, contact support; the team may be able to identify them from your session history.

Deleting a group vs. removing a Measurable 

Deleting groups and removing groups are different actions with different outcomes. Deleting a group removes every Measurable in that group from the Scorecard at once. Removing a single Measurable (by right-clicking it and selecting Remove from group) only removes that one item. If you want to clean up a single duplicate or outdated Measurable, use the remove option.

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

Reordering groups

To change the display order of your Scorecard groups:

1. Click the ellipsis on the far right of the filters bar (not the ellipsis on a group card).
2. Click Edit group order.
3. Click and hold the six-dot icon on the left of a group's row to drag it to a new position.
4. Click Save.

The order you set here carries over to your team's L10 meeting agenda. When your team reviews Measurables during the Scorecard section of a Level 10 Meeting, the groups appear in the same order you've set on the Scorecard. Team leaders should organize groups in the order they want to discuss them during meetings.

Reorganizing Measurables within and between groups

You can rearrange Measurables within a group and move them between groups on the same Scorecard.

Reordering within a group 

To reorder a Measurable within a group: click and hold the six-dot handle on the far left of a Measurable's row, then drag it to a new position within the same group. All users with at least a Team Member role can reorder Measurables, including Measurables they do not own.

Moving a Measurable to a different group 

To move a single Measurable from one group to another on the same Scorecard:

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

You can also move a Measurable without right-clicking:

1. Click the checkbox to the left of the Measurable.
2. Click the Select action button near the top right of the group's card.
3. Click Move to group from the dropdown.
4. Select a group from the list.
5. Click Move.

Moving multiple Measurables at once

To move several Measurables to a different group in a single action, use the bulk move feature. Select the checkboxes next to multiple Measurables, then choose Move to group from the bulk action bar. For more on bulk operations, see Bulk Actions in the Scorecard Tool.

Expanding groups to increase visibility

To expand a Scorecard group, click the diagonal arrow icon on the group's header. This view is particularly helpful for groups containing more than ten Measurables. Click the arrow icon again to return to the standard view.

Note that the expanded state does not persist across sessions. When you leave the Scorecard and return, all groups default back to their expanded state.

Minimizing and reopening Scorecard groups

To minimize or collapse a Scorecard group, click the downward caret on the far right of the group's card. This hides the group's Measurables from view, which is useful when reviewing a Scorecard with many groups. Click the upward-facing caret to reveal all its Measurables again.

Note that the minimized state does not persist across sessions.

What groups cannot do

Scorecard groups are designed to organize Measurables within a single team's Scorecard. There are a few actions that groups do not support:

• You cannot copy or duplicate a group to another team's Scorecard. To replicate a group's structure on another team, create a new group on the target team's Scorecard and use Add Existing Measurable to add each item individually.
• You cannot share a group across teams. Groups belong to a specific team and a specific Scorecard (Weekly, Monthly, Quarterly, or Annual). To share individual Measurables between teams, see How to Share and Duplicate Measurables Across Team Scorecards.
• Each Scorecard supports a maximum of 20 groups. If you've reached this limit and need more, consider consolidating related Measurables into fewer groups.

Troubleshooting

Issue: I accidentally deleted a group and lost all my Measurables. Solution: Your Measurables still exist in your organization — only the group container was removed. Create a new group, then use Add Existing Measurable to add each Measurable back. All historical data is preserved. If you can't remember what was in the group, contact support for help identifying the items. For full recovery steps, see How to Recover a Deleted Group or Measurable in Ninety.

Issue: I don't see the New Group button. Solution: Only Owners, Admins, and Managers can create Scorecard groups. If you don't see the New Group button on the filters bar, your role may not have permission. Check your role under your profile icon, or ask your Admin to verify your permissions. For a full breakdown of what each role can do on the Scorecard, see Scorecard Permissions Explained.

Issue: I want to copy a group to another team's Scorecard. Solution: Groups cannot be copied or duplicated between teams. To replicate a group on another team, create a new group on that team's Scorecard, then add each Measurable individually using Add Existing Measurable. If you're adding Measurables that already exist in your organization, this creates a shared link — data entered on one team's Scorecard automatically appears on the other. If you need independent copies instead, use the Duplicate option. See How to Share and Duplicate Measurables Across Team Scorecards for the difference.

Issue: I deleted a single Measurable, but the entire group disappeared. Solution: You likely clicked Delete group from the group's ellipsis menu rather than removing the individual Measurable. To remove a single Measurable without affecting the group, right-click the Measurable and select Remove from group. To restore a deleted group, follow the recovery steps above.