Using the Scorecard Tool
Everything you need to know about data, Scorecards, and Measurables in Ninety.
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Using Ninety with EOS
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Account Options and Troubleshooting
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Integrations and Beta
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Measurables
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Rocks
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To-Dos
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Issues
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Accountability Chart
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Table of Contents
The Scorecard Tool
The primary functions of the Scorecard tool include:
- Creating Measurables
- Customizing Scorecards
- Organizing Scorecards
- Editing Measurables
- Maintaining Measurables
- Goal Forecasting
- Removing Measurables
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.
Customizing Your Scorecards
To customize your team’s Scorecard
- Click Scorecard from the left navigation.
- Choose your team from the dropdown.
- Click the gear icon on the right of the Filters bar.
Changing any of the Scorecard Settings affects all the team's Scorecards (Weekly, Trailing, Monthly, Quarterly, and Annual).
Hide Current Week
Hide the current week’s column from your team’s Scorecard by clicking the toggle to its active position.
A similar feature is available for the Monthly, Quarterly, and Annual Scorecard tabs.
Trailing Scorecard
With Trailing Scorecard enabled, you have an additional Scorecard tab in the Scorecard tool: Trailing 4 & 13 Weeks.
Add pre-existing weekly Measurables to this tab to see real-time calculations of the Measurable over trailing 4 or 13-week periods. Each Measurable’s goal and scores are carried over directly from their weekly Scorecards.
To add a pre-existing Measurable to your Trailing Scorecard:
- Click Scorecard from the left navigation.
- Select a team from the dropdown.
- Click the Trailing Scorecard tab.
- Click the plus sign.
- Click Add an Existing Measurable.
- Search for and then click the Measurable you wish to add.
- Click Save.
To populate all your team’s non-smart Weekly Measurables to your Trailing Scorecard:
- Click Scorecard from the left navigation.
- Select a team from the dropdown.
- Click the Trailing Scorecard tab.
- Click the plus sign.
- Click Add all Non-Smart Measurables from Weekly Scorecard.
- Click Save.
Displaying the Average or the Total
You can choose to display the average or the total for each Measurable.
To turn on or off the average or total column:
- Click the gear icon on the right of the Filters bar.
- Use the toggles to turn on or off a column.
If you have both columns on, you may want to disable one of the columns for a particular Measurable. For example, any Measurables based on a percentage would only benefit from the average column, and some CSAT Measurables do not need the total column.
To turn on or off the average or total column on an individual Measurable:
- Click on the Measurable to open its details card.
- Click the toggle.
Measurable Total Column
Enabling the Measurable 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 dropdown on the top right and choose your preferred option.
Measurable Average Column
Enabling the Measurable 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 dropdown on the top right and choose your preferred option.
Measurable Status Color
When the Measurable Status Color Indicator toggle in Scorecard Settings is toggled on, a vertical, colored line appears on the far left of each Measurable on the team’s Scorecard. The status color is based on each Measurable’s goal — often called its target.
🟩 Green indicates the Measurable has been on track for the previous three reporting intervals.
🟨 Yellow indicates the Measurable was off track at least once over the previous three reporting intervals.
🟥 Red indicates the Measurable was off track for the previous three reporting intervals.
Changing the 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:
- Click Scorecard from the left navigation.
- Click the gear icon on the right of the Filters bar.
- Click the Measurable Weekly Start Day dropdown.
- Click a weekday.
Or, to change it in your company’s settings — which changes the start day for the whole organization in Ninety:
- Click your name from the bottom of the left navigation.
- Click Company Settings.
- Click the Measurable Weekly Start Day dropdown.
- Click a weekday.
Changing the start day for your Scorecard’s reporting period affects all historical Scorecard.
Organizing Your Scorecards
Organize your Scorecards by dragging and dropping Measurables into the order that most benefits your team.
To drag and drop Measurables
- Click the Drag and Drop toggle on.
- Hover over the Measurable you want to move.
- Click and hold the 12 dot icon on the far left of the Measurable’s row.
- While holding the click, move your cursor to drag the Measurable up or down.
To add line breaks between groups of Measurables
- Ensure the Drag and Drop toggle is on.
- Hover over the bottom Measurable of an identified group.
- Click the bolded line icon on the far left of the Measurable’s row.
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 add the trailing Scorecards?
To add a Trailing Scorecard for your team:
- Click Data from the left navigation.
- Choose your team from the dropdown.
- Click the gear icon on the right of the Filters bar.
- Click the Trailing Data toggle on.