How to Use Ninety's Scorecard Tool

In the Entrepreneurial Operating System® (EOS®), the Data Component® is about removing opinion from your weekly conversations. Instead of relying on gut feelings or the natural optimism or pessimism of people in the room, you run your business on numbers. 

Ninety's Scorecard tool is where that discipline lives. It's how your team builds, tracks, and reviews the Measurables that tell you whether your organization is healthy, on track, and moving toward its long-term vision every single week.

What is the Scorecard tool?

The Scorecard tool is Ninety's implementation of the EOS Scorecard®. It gives every team in your organization a structured place to document and track the quantifiable metrics that predict business health. Each team gets four Scorecards: Weekly, Monthly, Quarterly, and Annual. Each Scorecard hosts its own set of Measurables organized into groups.

Reviewing the Scorecard tool every week is a critical function of the Level 10 Meeting® (L10™). In EOS, Scorecard review is the first agenda item after the Segue, giving your team a quick pulse on performance before moving into Rocks® (your 90-day priorities), To-Dos, and Issues.

What are Measurables?

A Measurable is a quantifiable metric tracked by a person, team, or organization to assess performance. Measurables form Scorecards that teams use to monitor performance across time. 

According to EOS, every person in your company should have at least one Measurable. Every Measurable has a single owner: one person who is accountable for hitting the goal and responsible for entering the data each week. A Measurable without an owner is just a number with nowhere to go.

Your Scorecard will often mix two types of Measurables:

• Lagging indicators tell you what has already happened: revenue generated, deals closed, goods sold. They measure outcomes.
• Leading indicators tell you what's likely to happen based on current activity: calls made, proposals sent, discovery meetings booked. They measure the inputs that produce outcomes.

A well-designed Scorecard gives your team both lagging indicators to hold people accountable for results and leading indicators to spot problems before they become crises.

Five levels of Scorecard tracking

The Scorecard tool can capture performance across your entire organization at five levels:

1. Organization-wide. Measurables tied to the organization's goals and long-term vision.
2. Leadership team. Three to five of each department's most important Measurables.
3. Departmental. Each team's most important Measurables.
4. Teams. Each team member's most important Measurables.
5. Individuals. Measurables tied to their Seat's roles and responsibilities.

In EOS, each of these levels connects upward: individual Measurables support team health, team health supports departmental goals, and departmental goals support the organization's one-year and three-year vision documented in the V/TO® (Vision/Traction Organizer®). A well-built Scorecard at every level makes that chain of accountability visible week after week.

How the Scorecard connects to other tools

Data isn't siloed in Ninety. Your Scorecard connects to the rest of your operating system so that numbers drive action, not just review. Learn more about how Ninety's Scorecard tool connects and impacts other tools in our platform below.

My 90

Your My 90 workspace shows all the Measurables you own across all your teams in one place. It's the fastest way to enter your weekly scores without having to navigate to each individual Scorecard. You can also track Measurable progress through various chart types directly from My 90.

Your My 90 Page

Rocks

Goals need to be measurable to determine whether they're on track. Creating Measurables around your Rocks and Milestones gives you an objective read on progress each week and continued monitoring after completing a quarterly objective. Rocks that aren't reflected somewhere on your Scorecard are easy to lose sight of until the quarterly review.

Your Rocks Page

Issues

When a Measurable has been off track for three or more consecutive weeks, it belongs on the short-term Issues list, discussed during the IDS® (Identify, Discuss, and Solve) portion of the Level 10 Meeting®. You can turn any Measurable directly into an Issue from the Scorecard by right-clicking its row and selecting Make it an Issue. Issues can be problems, obstacles, ideas, or opportunities.

Your Issues Page

Level 10 Meetings

Reviewing Scorecards is built into the default Level 10 Meeting® agenda in Ninety's Meetings tool. The Scorecard review section of the Level 10 meeting is designed to be quick: anyone with an off-track number notes it; if it needs discussion, it becomes an Issue.

Your Meetings Page

Org Chart

We recommend that each Seat on your organization's Accountability Chart® have at least one Measurable. These Measurables help the person in the Seat and their leaders define success week over week.

Your Accountability Chart

1-on-1 Meetings

During quarterly 1-on-1 meetings, leaders and team members reflect on the previous quarter, including how well the team member delivered on their Measurables. Scorecard data gives those conversations structure and objectivity.

Your 1-on-1 Page

Who can do what

The Scorecard tool's functionality changes based on each user's role in Ninety:

• Owners, Admins, and Implementers can create, edit, delete, and archive any Measurable across any team, and can access the Measurable Manager.
• Managers can create, edit, and organize Measurables for the teams they're assigned to.
• Team Members can enter data for Measurables assigned to them, but cannot create new Measurables.
• Observers can view Scorecard data for their assigned teams, but cannot enter data or make any changes.

For the complete breakdown, see Scorecard Permissions Explained: Who Can Create, Edit, and View Your Measurables.

What's in the Scorecard tool

The Scorecard tool is made up of several features, each with its own dedicated article. Here's what's available and where to go to learn more.

Navigating the Scorecard tool

Use the filters, team dropdown, date range selector, and period controls to display your Measurables the way that works best for your team. Weekly, Monthly, Quarterly, and Annual Scorecards each have their own view and data set.

Navigating the Scorecard Tool

Organizing Scorecards with groups

Scorecard groups let you organize related Measurables into labeled sections. Most teams create one group per team member, per Seat, or per goal area. Each Scorecard can have up to 20 groups.

Organizing Scorecards with Groups

Creating and updating Measurables

Owners, Admins, Implementers, and Managers can create new Measurables from scratch or add existing Measurables from other teams. Any licensed user can enter data for Measurables assigned to them.

Creating and Updating Measurables

Using the Formula Builder

Formula-based Measurables (also called Smart Measurables) automatically calculate a value using other Measurables as variables. For example, you can calculate gross profit by subtracting the cost of goods sold from revenue, rather than entering it manually each week.

Using the Formula Builder

Scorecard settings

Owners, Admins, Implementers, and Managers can customize their team's Scorecard with settings that control how data is displayed, how goals are calculated, and how the Scorecard behaves during meetings.

Scorecard Settings

The Measurable Manager

The Measurable Manager is a centralized view for Owners, Admins, and Implementers to see, edit, archive, and bulk-manage every Measurable across the entire organization in one place.

The Measurable Manager

Bulk actions in the Scorecard tool

Select multiple Measurables at once to move, duplicate, remove, or archive them in a single action. You can also paste data from a spreadsheet into your Scorecard using the paste bulk action.

Performing Bulk Actions in the Scorecard Tool

Sharing and duplicating Measurables

When the same metric needs to appear on multiple teams' Scorecards, use Add Existing Measurable to share a single Measurable across teams. When each team member needs their own independent version of a similar metric, use Duplicate.

How to Share and Duplicate Measurables Across Team Scorecards

Forecasting and setting custom goals

Over time, your targets change. Ninety supports forecasting tools and custom goal-setting to adjust a Measurable's target for specific periods without overwriting your historical baseline.

Forecasting and Setting Custom Goals

Removing and deleting Measurables

There are two distinct ways to take a Measurable off a Scorecard: removing it from a group (which preserves all historical data) and permanently deleting it (which does not). Most of the time, archiving is the right call.

Removing and Deleting Measurables

Ninety's default Measurables

Ninety automatically adds 17 default Measurables to your Leadership Team's Quarterly Scorecard when you create your account, organized into financial, performance rating, and organizational health categories.

Ninety's Default Measurables

Scorecard permissions explained

A full breakdown of what each user role can and cannot do in the Scorecard tool, including what happens to Measurables when a user's role changes.

Scorecard Permissions Explained: Who Can Create, Edit, and View Your Measurables

Recovering a deleted group or Measurable

If you accidentally delete a Scorecard group or remove a Measurable, the underlying data is almost always recoverable. This article covers how to reconstruct a deleted group and what to do when you can't remember what was in it.

How to Recover a Deleted Group or Measurable in Ninety

Printing and exporting Scorecards

Any licensed user can export their team's Scorecard to a PDF for sharing or printing. Owners, Admins, and Implementers can also export Scorecard data to a spreadsheet.

Printing and Exporting Scorecards

Frequently asked questions

What is a Measurable, and how is it different from a KPI?

In Ninety, Measurables and KPIs mean the same thing. "Measurable" is the EOS term for the quantifiable metric each person tracks to assess their performance. This term is configurable in Ninety. Some companies replace the term “Measurable” with “KPI” or “Metric.”

How many Measurables should our Scorecard have?

EOS recommends 5 to 15 Measurables on the leadership team's weekly Scorecard. Most teams start with fewer and add Measurables as they settle into the weekly review rhythm. The goal is a Scorecard you can meaningfully review in 20 minutes or less. In Ninety, you can create groups to keep your Mesurables organized.

Can a Measurable appear on more than one team's Scorecard?

Yes. Using Add Existing Measurable, any Manager, Admin, Owner, or Implementer can add an existing Measurable to additional teams' Scorecards. When a Measurable is shared, all teams see the same data in real time. For independent tracking per team, use Duplicate instead.

How do I enter my Measurable scores?

Any licensed user can enter scores for Measurables assigned to them. From My 90: click My 90 from the left navigation, scroll to the Scorecard section, and type scores into the cells for the current reporting period. From the Scorecard tool: click Scorecard from the left navigation, select your team, locate the Measurable, and type the score in the appropriate cell.

How do I change a Measurable's owner?

Click the Measurable's title to open its details card. Either click the profile photo in the top right of the card and select a new owner from the dropdown, or scroll to the Measurable Owner field in the details card and choose a team member. Managers, Admins, Owners, and Implementers can reassign ownership.

What does it mean to own a Measurable?

Owning a Measurable means being accountable for hitting the goal and responsible for entering data each period. The owner's profile photo appears on the Scorecard row. When a Measurable is off track, the owner should raise it as an Issue during the Level 10 Meeting so the team can discuss it.

Can I view Scorecards in trailing periods?

Yes. On the Weekly Scorecard, click the Period dropdown and select 4-week (read-only) or 13-week (read-only) to view your Measurables aggregated across trailing intervals. This makes it easy to spot trends over time.

How do I move a Measurable from one group to another?

Right-click the Measurable's row, click Move to group… from the dropdown, select the destination group, and click Move.

Learn more

• EOS® Scorecard: Make Data Your Superpower — A deep dive on Scorecard design, leading indicators, and how to build Measurables that drive accountability.
• 5 Tips to Build an Effective EOS® Scorecard — Practical guidance on choosing the right Measurables, connecting them to your Accountability Chart, and keeping your Scorecard manageable.
• What Is the EOS Model® and How Can It Transform Your Business? — Context for where the Data Component® fits within the full Six Key Components® of EOS.
• How Visionary Leaders Leverage Data to Shape the Future — How data-driven leadership teams use Scorecards to inform strategy and stay ahead of problems.