How to Navigate the Scorecard Tool in Ninety

The Scorecard tool is where your team tracks its Measurables (the quantifiable metrics that tell you whether your business is on track). 

To open the Scorecard tool, click Scorecard from the left navigation, then select your team from the Team dropdown. Each team in Ninety has four Scorecards — Weekly, Monthly, Quarterly, and Annual — each with its own set of Measurables organized into groups. Use the tabs at the top of the tool to switch between them.

Scorecard filters

The filters bar at the top of the Scorecard tool controls which data you see and how it's displayed. Use these filters to switch teams, change the time period, or adjust how your Measurable data is grouped into columns.

Team dropdown

The Team dropdown lets you switch between the Scorecards of different teams you belong to. Many Ninety users are members of multiple teams. Make sure you have the correct team selected before reviewing or entering data.
 

View by dropdown

Use the View by dropdown to choose how your data is grouped into columns: by week, month, quarter, or year. This determines how your Measurable data is displayed without changing the underlying data itself.

• Week. Display data in individual weekly columns. This is the default for Weekly Scorecards.
• Month (read-only). Display prorated data aggregated by calendar month.
• Quarter (read-only). Display prorated data aggregated by calendar quarter.
• Year (read-only). Display prorated data aggregated by calendar year.

When you select Month, Quarter, or Year views, Ninety dynamically calculates prorated data based on your weekly entries. Weeks that span multiple time periods are automatically split proportionally, so each month, quarter, or year receives accurate, calendar-aligned data. See the Understanding prorated data section below for details.

Date range dropdown

The Date range dropdown controls the time period displayed on your Scorecard. Each Scorecard type has its own default, and you can select any of the following options:

• Custom. Define a specific start and end date.
• Last 13 Weeks. View the most recent 13 weeks of data. This is the default for Weekly Scorecards.
• QTD (Quarter to Date). View data from the beginning of the current quarter to today.
• YTD (Year to Date). View data from the beginning of the current fiscal year to today.
• Current Quarter. View data for the entire current quarter, including future weeks.
• Current Year. View data for the entire current fiscal year, including future weeks.

The date range automatically adjusts based on your View by selection to ensure complete periods are displayed. For example, if you select "View by: Month" and "Date Range: Last 13 Weeks," Ninety fetches enough data to display complete months without cutting off partial periods at the beginning or end.

Ascending or descending toggle

The arrow buttons next to the date range control the column order. Click the left arrow to display dates from oldest to newest (ascending), or the right arrow to display dates from newest to oldest (descending), with the most recent period on the left.

Accessing the Measurable Manager

The Go to Measurable Manager button is located on the filters bar. Click it to open the Measurable Manager, where Owners, Admins, and Coaches can view, filter, archive, and manage all Measurables across the organization.

How rollup data is displayed

Each Measurable controls how its data is aggregated when you use the View by dropdown to switch to a read-only view (Month, Quarter, or Year). The rollup setting determines whether the aggregated value is a total or an average.

By default, Measurables total their values when viewed in a read-only rollup. Measurables that use a percentage as their target typically need to be changed to the average setting — otherwise a monthly view would show the sum of four weekly percentages, which isn't meaningful.

To change how a Measurable displays its rollup data:

1. Navigate to the Measurable on your team's Scorecard.
2. Click the Measurable's title to open its details panel.
3. Scroll down to the Target section.
4. Click the Show rollup data as dropdown.
5. Select Average or Total.

Rolling up weekly data

The View by filter lets you analyze your Weekly Scorecard data at different time horizons without creating duplicate Measurables on your Monthly, Quarterly, or Annual Scorecards.

To roll up weekly data:

1. Select your Weekly Scorecard.
2. Choose a View by option (Month, Quarter, or Year).
3. Select your preferred Date range.
4. Ninety automatically aggregates your weekly data into the selected time period.

When you roll up weekly data, the column headers display clean period labels (such as "Q1," "Q2," "Q3") instead of specific date ranges, making it easier to spot trends over time.

Example: Rolling up a Weekly Scorecard to a quarterly view displays the same aggregated results as viewing a Quarterly Scorecard, providing consistency across different reporting levels.

Understanding prorated data for weeks spanning multiple periods

When you switch to Monthly, Quarterly, or Yearly views via the View by dropdown, Ninety automatically handles overlapping weeks across different time periods with prorated calculations.

For weeks that span multiple months, quarters, or years, Ninety proportionally distributes the weekly data based on the number of days in each period.

Example: If a week runs from October 27 to November 2:

• 5 days fall in October (October 27–31).
• 2 days fall in November (November 1–2).
• Ninety assigns 5/7 of that week's data to October.
• Ninety assigns 2/7 of that week's data to November.

This prorated calculation ensures that monthly, quarterly, and annual totals align with the calendar. You don't need to export data or perform manual calculations. Each time period automatically receives the appropriate share of weekly performance data.

A few things to keep in mind about prorated data:

• Data is prorated at the weekly level, not at the daily level.
• The system splits weekly entries proportionally across the relevant time periods.
• This calculation applies to all Measurables when viewing aggregated data.

Saving and sharing Scorecard views

Ninety's Scorecard tool automatically saves your filter selections in the page URL, making it easy to return to specific views or share them with teammates. When you change filters (such as the date range, team, or View by selection), the URL updates automatically.

This means you can:

• Bookmark specific views. Save frequently used Scorecard filter configurations for quick access.
• Share filtered views. Send a Scorecard link to teammates with your exact filter selections already applied.
• Use browser navigation. Use your browser's back and forward buttons to navigate between recent filter selections.
• Refresh without losing context. Your filter selections persist even after reloading the page.

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, organized into groups.

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

Troubleshooting

Issue: I can't find the Scorecard tool in the left navigation. Solution: The tool is called Scorecard for organizations running on EOS. If your company uses different terminology, the tool may have a different name — check with your Admin or Owner, or look through the tools in the left navigation for the one that displays your team's metrics. Owners and Admins can customize tool names in Company Settings.

Issue: I don't see the "Go to Measurable Manager" button. Solution: The Go to Measurable Manager button appears on the Scorecard tool's filters bar. Only Owners, Admins, and Coaches can see it. If your role is Manager, Team Member, or Observer, the button won't appear. For details on what each role can access, see Scorecard Permissions Explained.

Issue: My Scorecard shows "No data to show." Solution: This typically means no scores have been entered for the time period you're viewing. Check that you've selected the correct team, the correct Scorecard tab (Weekly, Monthly, Quarterly, or Annual), and a date range that includes periods where data has been entered. If Measurables are listed but all cells are empty, scores haven't been entered yet for those reporting periods.

Issue: My totals look wrong in the Monthly or Quarterly view. Solution: When you use the View by dropdown to view weekly data by month or quarter, Ninety prorates data for weeks that span multiple periods. This can cause totals to look slightly different than a simple sum of the weekly numbers. Additionally, check the rollup setting on the affected Measurable — percentage-based Measurables should typically use Average instead of Total. See the How rollup data is displayed section above for steps.

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.

How to Create and Update Measurables in Ninety

Measurables are the quantifiable metrics your team tracks on its Scorecard (your weekly metrics dashboard) to monitor performance against goals. To add a Measurable to your team's Scorecard in Ninety, you can either create a brand-new one or add one that already exists in your organization. 

Owners, Admins, Managers, and Coaches can create and configure Measurables. Team Members can enter data for Measurables assigned to them, but cannot create new ones. Observers have view-only access.

Who can create and edit Measurables

Your role in Ninety determines what you can do with Measurables on the Scorecard. Here's how permissions break down by role:

• Owners, Admins, and Coaches: Create, edit, and manage Measurables across all teams in your organization.
• Managers: Create, edit, and manage Measurables for every team you're assigned to.
• Team Members: Enter data for Measurables assigned to you. You cannot create new Measurables or change Measurable settings.
• Observers: View Scorecard data from your assigned teams. You cannot create Measurables or enter data.

If you don't see the New Measurable button on your team's Scorecard, your role doesn't have permission to create Measurables. The button only appears for users with the Owner, Admin, Manager, or Coach role. To request a role change, contact your Admin or Owner — they can update your permissions through the Directory tool.

For the full permissions matrix, including what each role can and cannot do across every Scorecard feature, see Scorecard Permissions Explained.

How to create a new Measurable

To create a new Measurable, you'll work from within your team's Scorecard — not from the Measurable Manager or the global Create button at the top of the app. The New Measurable button lives on each group's card inside the Scorecard tool.

1. Click Scorecard from the left navigation.
2. Select your team from the Team dropdown.
3. Select the scorecard timeframe you want the Measurable to belong to (Weekly, Monthly, Quarterly, or Annual).
4. Click the New Measurable button at the top right of the group's card.
5. Select Create New Measurable from the dropdown.
6. Enter a title for your Measurable.
7. Choose a unit type (Number, Currency, Percentage, Yes/No, or Time).
8. Set a goal and goal orientation (greater than, less than, or equal to the goal).
9. Assign an owner (the person accountable for this metric).
10. Click Save.

Every team's Scorecard comes with four preset tabs: Weekly, Monthly, Quarterly, and Annual. The Measurable you create belongs to whichever tab you're currently viewing. For example, to create a monthly Measurable, switch to the Monthly tab first. You cannot convert a Measurable to a different timeframe after creating it. 

Also note that the New Measurable button is located on the group's card inside the Scorecard tool, not the global Create button in the top-right corner of the Ninety app (which creates items like To-Dos and Issues).

How to add an existing Measurable to your Scorecard

If a Measurable already exists in your organization (on another team's Scorecard, or previously created and then removed from a group), you can add it to your team's Scorecard without recreating it. Adding an existing Measurable gives your team access to the same metric, including all of its historical data.

1. Click Scorecard from the left navigation.
2. Select your team from the Team dropdown.
3. Click the New Measurable button at the top right of the group's card.
4. Select Add Existing Measurable from the dropdown.
5. Search for the Measurable by name.
6. Check the box next to the Measurable you want to add.
7. Click Add.

You can also click the Add existing Measurable link at the bottom left of the group's card to go directly to the search.

How to edit a Measurable

After creating a Measurable, you can update its title, description, goal, goal orientation, and owner at any time. Editing a Measurable's details does not affect its historical data.

1. Click Scorecard from the left navigation.
2. Select your team from the Team dropdown.
3. Click the Measurable's title to open its details card.
4. Make your changes — update the title, description, goal, goal orientation, or other fields as needed.
5. Click Save.

Assigning or changing the owner after creation

If you forgot to assign an owner when creating a Measurable, or if ownership needs to transfer to someone else, there are two ways to update it:

From the profile photo:

1. Click the Measurable's title to open its details card.
2. Click the profile photo at the top right of the card.
3. Hover over a Seat from the dropdown.
4. Click the user who should own this Measurable.

From the Measurable Owner dropdown:

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 the new owner.
4. If the user sits in multiple Seats, select the relevant Seat from the Seat dropdown.

To automate calculations using data from other Measurables, you can turn any Measurable into a Smart Measurable with a formula. For step-by-step instructions, see Using the Formula Builder.

Adding notes to a Measurable's entry

All licensed users can add notes to individual Scorecard cells. Notes provide extra context for a Measurable's progress over a specific reporting period — for example, explaining why a number was unusually high or low. Having notes attached to your data saves time in meetings by keeping documentation right where your team reviews it.

To add a note to a Measurable:

1. Click Scorecard from the left navigation.
2. Select your team from the Team dropdown.
3. Select a Scorecard (Weekly, Monthly, Quarterly, or Annual).
4. Right-click the cell for the reporting period you want to annotate.
5. Click Set custom Goal or note.
6. Enter your note in the Notes field.
7. Click Save.

A small indicator appears on cells that have notes attached. Hover over the cell or right-click it to view the note.

Measurable unit types

Every Measurable uses a unit type that determines how its data is displayed and calculated on the Scorecard. You select the unit type when creating a Measurable, and it cannot be changed after data has been entered.

The five unit types are:

• Number. A whole number or decimal. Use this for counts, quantities, or any metric that doesn't require a currency symbol or percentage sign (for example, "Calls Made" or "Units Shipped").
• Currency. A monetary value displayed with a currency symbol. Supported symbols are $, €, and £. Use this for revenue, expenses, or any financial metric.
• Percentage. A value displayed with a percent sign. Use this for ratios, completion rates, or any metric expressed as a percentage of a whole.
• Yes/No. A binary value for tracking whether something was done or not done. Use this for completion-based metrics (for example, "Weekly Report Submitted" or "Team Huddle Held").
• Time. A value expressed in hours and minutes. Use this for duration-based metrics (for example, "Average Response Time" or "Hours Billed").

Troubleshooting

Issue: I can't see the "New Measurable" button. Solution: The New Measurable button is only visible to users with the Owner, Admin, Manager, or Coach role. If you don't see it, your current role doesn't have permission to create Measurables. Check your role by opening your profile or asking your Admin. To request a role change, contact your Admin or Owner — they can update your permissions through the Directory tool.

Issue: I can't change a Measurable's unit type (for example, from Percentage to Currency). Solution: Unit types are locked once data has been entered. To fix this, create a new Measurable with the correct unit type, re-enter your data, and then remove or archive the old one. For help, see Removing and Deleting Measurables.

Issue: I created a Measurable, but it's on the wrong timeframe (for example, weekly instead of monthly). Solution: Every team's Scorecard has four preset tabs — Weekly, Monthly, Quarterly, and Annual — and a Measurable belongs to whichever tab you were viewing when you created it. You cannot move a Measurable from one timeframe to another. To fix this, switch to the correct tab, create a new Measurable there, and then remove the one on the wrong timeframe. For help removing Measurables, see Removing and Deleting Measurables.

Issue: A Measurable I'm looking for doesn't appear in the "Add Existing" search. Solution: The search looks across all Measurables in your organization, but results depend on your team access. Try searching by the exact name of the Measurable. If you still can't find it, the Measurable may have been permanently deleted rather than just removed from a group. Check the Measurable Manager for archived items, or contact support if you believe data was lost.

Issue: I edited a Measurable and the change appeared on another team's Scorecard. Solution: If the same Measurable appears on multiple teams' Scorecards (added using Add Existing Measurable), it's a shared instance — edits to its title, goal, description, or other settings apply everywhere it's displayed. This is expected behavior. If you need an independent copy with its own settings and data, duplicate the Measurable instead of sharing it. For details, see How to Share and Duplicate Measurables Across Team Scorecards.

Frequently Asked Questions (FAQs)

The Formula Builder allows users to create mathematical formulas to generate a Measurable's score. The calculations can include existing Measurables as variables. With the Formula Builder, you can use the following basic mathematical operators, including order of operations formulas with parentheses:

• Addition
• Subtraction
• Multiplication
• Division

To create a new Measurable with the Formula Builder or create a formula for an existing Measurable, click the Enable Formula Builder toggle at the bottom of the Measurable's details card.

Note: The Formula Builder was previously called Smart Measurable.

How to Use the Formula Builder

Click through the tabs below to learn about the Formula Builders features.

Frequently Asked Questions (FAQs)

How to Customize Your Team's Scorecards with Settings in Ninety

Ninety's Scorecard tool includes display settings that let you control what your team sees when reviewing Measurables (the quantifiable metrics your team tracks to monitor performance). You can show or hide columns, turn status color indicators on or off, hide the current in-progress period, and more. Each team can use the company-wide defaults or override them with team-specific preferences.

Owners, Admins, and Managers can customize team-level Scorecard settings. Owners, Admins, and Coaches can configure company-wide defaults from Company Settings. Team Members and Observers can view the Scorecard but cannot change display settings.

Accessing team Scorecard settings

To open your team's Scorecard settings, use the ellipsis menu on the Scorecard tool's filters bar — not the ellipsis on an individual group card.

1. Click Scorecard from the left navigation.
2. Use the Team dropdown to select the relevant team.
3. Click the ellipsis (three dots) on the far right of the filters bar.
4. Click Settings.
5. Toggle off Use company default settings to enable team-specific customization.

Once you toggle off the company defaults, you can adjust each setting independently for the selected team. These settings apply to all four of the team's Scorecards (Weekly, Monthly, Quarterly, and Annual).

Showing or hiding the current period

The "Show current period" toggle controls whether the current in-progress reporting period appears as a column on the Scorecard. When toggled off, the Scorecard only displays completed periods.

Hiding the current period is useful when your team reviews the Scorecard during a Level 10 Meeting (L10) and you want to focus on finalized data rather than a partially completed week. Many teams toggle this off so the Scorecard shows only the most recent 13 completed weeks without an incomplete column on the left.

To hide the current period:

1. Open your team's Scorecard settings (ellipsis → Settings → toggle off Use company default settings).
2. Toggle off Show current period.
3. Click Save.

Measurable status colors

The "Measurable status colors" toggle adds a status indicator column to your team's Scorecards. Each Measurable gets a colored icon based on its recent performance against its goal.

The status colors are based on the previous three reporting intervals, not just the current entry:

• Green means the Measurable was on track (met or exceeded its goal) for all three of the previous reporting intervals.
• Yellow/Orange means the Measurable was off track for at least one of the previous three reporting intervals.
• Red means the Measurable was off track for all three consecutive reporting intervals.

This means a single on-track entry will not immediately turn a red indicator green. The Measurable needs to meet its goal for three consecutive periods before the indicator turns green.

Click any status indicator icon to view a trendline showing the Measurable's performance over the currently selected date range.

Column visibility settings

Your team's Scorecard settings include toggles that control which data columns appear on the Scorecard. Each of these columns can be shown or hidden independently:

• Owner column. Displays the user accountable for each Measurable. Useful when a single group contains Measurables owned by different team members.
• Goal column. Displays the target value for each Measurable.
• Average column. Displays the average of each Measurable's values across the reporting periods shown on the Scorecard.
• Total column. Displays the sum of each Measurable's values across the reporting periods shown on the Scorecard.

If the Total or Average column appears but shows a blank or unexpected value for a specific Measurable, the team-level column toggle is not the issue — the column is already visible. Instead, check the individual Measurable's rollup setting. Each Measurable has a "Show rollup data as" option (Average or Total) in its details panel under the Target section. If this setting is off or misconfigured, that specific Measurable's Total or Average cell may appear blank even though the column itself is toggled on. For steps on adjusting the rollup setting, see the "How rollup data is displayed" section in Navigating the Scorecard Tool.

Frozen and resizable columns

The Goal, Average, and Total columns are frozen by default. They remain in place as you scroll horizontally through your Scorecard data, so you always see each Measurable's target and summary values alongside the weekly or monthly entries.

You can resize the following columns by clicking and dragging their borders:

• Title.
• Goal.
• Average.

To expand both the Goal and Average columns at the same time, click and drag the divider line just before the printed year on the top row of a Measurable group.

To auto-fit a column's width based on the length of its text, double-click the column's border.

Company-wide Scorecard defaults

Owners, Admins, and Coaches can set company-wide Scorecard defaults that apply to every team using the "Use company default settings" toggle. When a team has that toggle turned on, its Scorecard display matches the configuration in the company defaults.

The company-wide defaults control the following settings:

• Average column visibility.
• Total column visibility.
• Status color indicator visibility.

To configure company-wide Scorecard defaults:

1. Click your name at the bottom of the left navigation.
2. Click Company Settings.
3. Navigate to the Configuration page.
4. Find the Data section under Feature Controls.
5. Adjust the Scorecard display settings.

Changes save automatically. Any team that has "Use company default settings" toggled on will immediately reflect the updated defaults.

How team overrides work

When a Manager, Admin, or Owner toggles off "Use company default settings" for a specific team, that team's settings become independent of the company default settings. Changes to the company-wide defaults will no longer affect that team until someone toggles the company defaults back on.

Setting your company's weekly start day

The weekly start day determines the date range for all Weekly Scorecards across every team in your organization. This is a company-wide setting — individual teams cannot have different weekly start days.

To change the weekly start day:

1. Click your name at the bottom of the left navigation.
2. Click Company Settings from the popup.
3. Click the Weekly start day dropdown.
4. Select the day of the week that best fits your organization.

Changes save automatically and apply to all teams.

Only Owners, Admins, and Coaches can change the weekly start day.

Frequently asked questions (FAQs) about the weekly start day for Scorecards

Q: Can I make my Scorecard run Friday-to-Friday to match my meeting schedule? A: Yes. Set the weekly start day to Friday in Company Settings. This shifts the weekly reporting period for all teams to run from Friday through the following Thursday.

Q: Can different teams have different weekly start days? A: No. The weekly start day is a single company-wide setting that applies to all teams. If your teams meet on different days, choose the start day that works best for the majority of your organization.

Troubleshooting

Issue: I toggled on "Show total" but the Total column is blank for some Measurables. Solution: The team-level Total column toggle controls whether the column appears on the Scorecard. Each individual Measurable also has its own rollup setting. Open the affected Measurable's details panel by clicking its title, scroll to the Target section, and check the Show rollup data as dropdown. If no option is selected or if it's set incorrectly, the Total cell may appear blank. For detailed steps, see the "How rollup data is displayed" section in Navigating the Scorecard Tool.

Issue: My status colors seem wrong — I entered "Yes" but the cell is red. Solution: Status colors are based on the Measurable's performance over the previous three reporting intervals, not just the current entry. If the Measurable was off track in any of the prior three periods, the indicator may show yellow or red even though the most recent entry meets the goal. The Measurable needs to be on track for three consecutive periods before the indicator turns green.

Issue: I don't see the ellipsis or Settings option on the filters bar. Solution: Only Owners, Admins, and Managers can access team Scorecard settings. If you don't see the ellipsis 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 access, see Scorecard Permissions Explained.

Issue: I want to lock Scorecard data so no one can edit past weeks. Solution: Ninety does not currently support locking or freezing Scorecard data after a reporting period closes. Any user who can enter data on a Measurable can edit past entries. If this feature would be helpful for your team, submit a feature request through the Provide Feedback option in the left navigation.

Issue: I want a biweekly Scorecard option. Solution: Ninety's Scorecards support four timeframes: Weekly, Monthly, Quarterly, and Annual. A biweekly (every two weeks) option is not currently available. You can submit this as a feature request through the Provide Feedback option in the left navigation.

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. 

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)

How to Use Bulk Actions in the Scorecard Tool

Ninety's Scorecard tool includes two types of bulk actions: 

• Checkbox-based actions that let you manage multiple measurables at once (such as moving, duplicating, or removing them from a group)
• Paste actions that let you bring in data from an external spreadsheet in a single step. 

Owners, Admins, Managers, and Team Members on a paid plan can use both types of bulk actions. Observers cannot edit measurable data and cannot perform any bulk actions.

Bulk actions with selected Measurables

From any group on your team's Scorecard, you can select one or more Measurables and apply the following actions:

• Move to a different group. Moves the selected Measurable(s) to another group on the same scorecard. This action does not move Measurables to a different team's scorecard.
• Duplicate. Creates an independent copy of the Measurable in the same group. The duplicate starts with no historical data and updates separately from the original. If you want the same Measurable to appear on multiple teams' scorecards with synchronized data, use Add Existing Measurable instead.
• Create a To-Do. Creates a new To-Do linked to the selected Measurable(s).
• Create an Issue. Creates a new Issue linked to the selected Measurable(s).
• Remove from group. Removes the Measurable from this group and hides it from this scorecard. This action does not delete the Measurable. Removed Measurables remain accessible in the Measurable Manager and can be re-added to any scorecard using Add Existing Measurable.

How to perform a bulk action on Ninety's Scorecard

To apply a bulk action:

1. Click the checkbox next to one or more Measurables within the same group on your Scorecard.
2. Click Select action at the top of that group.
3. Choose the action you want to apply.

Bulk input Measurable data

You can bulk input Measurable data for current or past reporting periods by copying cells from a spreadsheet (such as Google Sheets or Microsoft Excel) and pasting them directly into your Scorecard. Use your keyboard shortcut keys to copy (Ctrl+C on a PC or Cmd+C on a Mac) and paste (Ctrl+V on a PC or Cmd+V on a Mac).

Here's how to bring data from Google Sheets into Ninety:

1. Navigate to your team's Scorecard. In Ninety, click Scorecard from the left navigation. Select the relevant team from the Team dropdown. Identify the Measurable or group you want to add data to. Create new Measurables or update existing ones as needed to match what you're pasting in.
2. Copy the data from your spreadsheet. In Google Sheets (or another spreadsheet application), highlight the cell or cells you want to bring into Ninety. Copy the values to your clipboard using Ctrl+C or Cmd+C, or right-click the highlighted cells and select Copy.
3. Paste the data into Ninety. Click the cell you want to paste into, or the first cell of the row if you're pasting multiple values. Use Ctrl+V or Cmd+V to paste. Your data will appear on your team's Scorecard.

Using the undo and redo buttons

The Scorecard tool includes undo and redo buttons in the toolbar that apply specifically to paste actions. After pasting data into your Scorecard, you can click the undo button to clear those cells. To reapply the data, click the redo button.

The keyboard shortcuts Ctrl+Z and Cmd+Z are not supported in the Scorecard tool. Use the toolbar buttons instead.

Troubleshooting

The Select action button isn't appearing. You need to select at least one checkbox before the button appears. Click the checkbox to the left of a Measurable in any group, then click Select action at the top of that group.

I removed a Measurable using bulk actions. How do I get it back? Removing a Measurable from a group doesn't delete it. To restore it, click New Measurable inside any group, select Add existing Measurable, and search for the Measurable by name. For step-by-step guidance, see How to recover a deleted group or Measurable in Ninety.

Can I move Measurables to a different team's scorecard? Not directly. The Move action only works between groups on the same team's scorecard. To move a Measurable to another team, remove it from the current team and add it to the new team using Add Existing Measurable.

Can I copy and paste data in the Scorecard widget on the My 90 page? No. Paste actions are only available in the Scorecard tool. Navigate directly to your team's Scorecard to bulk input data.

Can I paste over existing data? Yes. Pasting replaces any values already in those cells. Make sure you've copied the right number of cells before pasting.

Can I copy data from my Scorecard in Ninety and paste it somewhere else? Yes. Highlight the cells in a Measurable's row and use Ctrl+C or Cmd+C to copy, then paste into your preferred destination.

Can I bulk input notes or forecasted goal scores? No. Bulk input is for Measurable values only. Notes and forecasted goal scores must be entered individually.

How to Forecast and Set Custom Goals in Ninety

Ninety's Scorecard tool gives you three ways to adjust a Measurable's goal beyond the default target set at creation: you can change the goal permanently from a specific date forward, override it for a single reporting period, or enter forecasted values for future periods. 

Owners, Admins, Managers, and Team Members can use all three features. Observers cannot edit Measurable data.

Setting a new permanent goal

Use the Set new future Goal feature to change a Measurable's goal to a specific date in the future. This preserves your historical data under the original goal while applying the new target to all future reporting periods. This feature is not available for smart Measurables.

When you save a new permanent goal, Ninety automatically converts all previous scores to custom goals to reflect the original target — so your historical performance is still measured accurately against what the goal was at the time.

To set a new permanent goal:

1. Click Scorecard from the left navigation.
2. Select your team from the Team dropdown.
3. Select a Scorecard tab (Weekly, Monthly, Quarterly, or Annual).
4. Right-click the Measurable's row anywhere to the left of the reporting period columns.
5. Select Set new future Goal from the menu.
6. Enter the new target in the Goal field.
7. Optionally, update the goal orientation rule using the dropdown.
8. Click Save & Reload.

Setting a custom goal for a single reporting period

Use the Set custom Goal or note feature to override a Measurable's goal for one specific reporting period. This is useful for accounting for absences, holidays, seasonal variation, or other one-time exceptions that make the standard goal temporarily inappropriate.

To set a custom goal for a single reporting period:

1. Click Scorecard from the left navigation.
2. Select your team from the Team dropdown.
3. Select a Scorecard tab (Weekly, Monthly, Quarterly, or Annual).
4. Right-click the cell for the reporting period you want to adjust.
5. Click Set custom Goal or note.
6. Enter the custom goal number.
7. Click Save.

Forecasting future values

You can enter projected values for future reporting periods to plan ahead and visualize expected performance. To see future cells on your Scorecard, change the Date Range dropdown to either Current Quarter or Current Year. Both options extend your Scorecard view to include blank cells for upcoming periods in the selected range.

To enter a forecasted value, click any cell representing a future date and type a projected value. If the Measurable uses a range goal, you'll enter a minimum and maximum value for that period.

To forecast future values:

1. Click Scorecard from the left navigation.
2. Select your team from the Team dropdown.
3. Select a Scorecard tab (Weekly, Monthly, Quarterly, or Annual).
4. Click the Date Range dropdown and select Current Quarter or Current Year.
5. Click a cell representing a future date.
6. Enter the projected value (or minimum and maximum values for range goals).

Troubleshooting

My Scorecard totals are incorrect after I enter values in future cells. Values entered in future cells are custom goals, not actual scores. They're treated as forecasts and aren't counted in your Scorecard totals the same way actual data is. To record actual data, wait until the reporting period begins and enter the score then.

The Set new future Goal option isn't appearing when I right-click. This feature isn't available for smart Measurables (indicated by a lightning bolt icon). To check whether your Measurable is a smart Measurable, look for the lightning bolt icon to the left of the Measurable's title. For smart Measurables, edit the underlying formula or data source instead.

I don't see future cells when I change the date range. Future cells are only visible when Current Quarter or Current Year is selected in the Date Range dropdown. Other options (Custom, Last 13 Weeks, QTD, YTD) only display past or current periods. Confirm your selection and verify you're on the correct Scorecard tab.

I set a custom goal for a period, but the cell color doesn't look right. Custom goals affect how Ninety evaluates performance for that period. If the color status (red, yellow, or green) looks unexpected, confirm that the custom goal value and goal orientation are set correctly. For more on how status colors work, see Customizing Your Team's Scorecards with Settings.

If you need additional help, contact support.

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

What to do if your Scorecard data appears missing

If your Scorecard is showing "No data to show" or Measurables have disappeared from a team, the most common causes and recovery paths are below.

If a Measurable was removed from a Scorecard (but not deleted)

Removing a Measurable from a Scorecard does not delete it or its historical data — it just removes it from that team's view. You can add it back using the Add Existing Measurable option:

1. Go to your Scorecard and click New Measurable.
2. Select Add Existing Measurable.
3. Search for the Measurable by name.
4. Check the box next to it and click Add.

All historical scores will reappear once the Measurable is back on the Scorecard.

If a Measurable was permanently deleted

Permanently deleting a Measurable from the Measurable Manager removes it and its historical data and cannot be undone from within Ninety. If this happened, contact support. In some cases, the technical team can restore deleted data from the backend, though this is not guaranteed.

If your Scorecard data disappeared after reordering groups

If data disappears after you open the group order window and switch between groups (even without saving changes), this is a known product issue. Contact support immediately and include the name of the affected team. The technical team can restore Scorecard groups and Measurables from the backend.

If the Scorecard shows "No data to show" but Measurables are still listed

This typically means scores haven't been entered for the visible time period, or the Scorecard filter is set to a period with no data. Check that you're viewing the correct team, time period, and Scorecard type (Weekly, Monthly, or Quarterly) before assuming data is missing.

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 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)