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.