Using the Scorecard Tool

Everything you need to know about data, Scorecards, and Measurables in Ninety.

Written by Tommy Mains

Updated at December 20th, 2024

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Table of Contents

Overview of the Scorecard Tool Operating Scorecards According to Your User Role Customizing Scorecards Freezing and Hiding Columns Scorecard Filters Organizing Scorecards Creating Measurable Groups Expanding and Collapsing Groups Reorganizing Groups Reorganizing Measurables Printing or Downloading Scorecard Data Frequently Asked Questions (FAQs)

 Overview of the Scorecard Tool

This article focuses on setting up and organizing your team's Scorecards. Learn how to create, edit, and manage your Measurables here.

 

 

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. 

In short, all licensed users can view and operate their assigned Measurables, while users with Manager or higher level permissions can add Measurables and groups to Scorecards and adjust settings.

 

 

Customizing Scorecards

To customize your team's Scorecard settings:

  1. Click the ellipsis on the far right of the Filters bar.
  2. Click Settings.
  3. Toggle off Use company default settings.

 

 

From there, you can adjust the settings described in the tabs below.

Show Current Period

Toggle off Show current period to hide the current week's column from your team's Scorecard.

 
 

Owner Column

Enabling the Owner column adds a column to all the team's Scorecards to show which user is accountable for each Measurable.

 
 

Total Column

Enabling the Total column adds a column to all the team’s Scorecards to show the sum total of each Measurable.

Click the Periods dropdown on the Filters bar to change the number of reporting periods on a Scorecard.

 
 

Average Column

Enabling the Average column adds a column to all the team’s Scorecards to show the average score of each Measurable.

Click the Periods dropdown on the Filters bar to change the number of reporting periods on a Scorecard.

 
 

Goal Column

Enabling the Goal column adds a column to all the team’s Scorecards to show the goal (target) score of each Measurable.

 
 

Measurable Status Color

When the Measurable status colors toggle 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.

 
 

Weekly 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:

  1. Click Data from the left navigation.
  2. Click the ellipsis on the far right of the Filters bar.
  3. Click the Measurable Weekly Start Day dropdown.
  4. Select a weekday.
 
 

Resizing Columns

Click and drag to resize any of the following columns in a Measurables group:

  • Title
  • Goal
  • Average

You can also expand both the Goal and Average columns at the same time by clicking and dragging the line just before the printed year on the top row of a Measurables group.

Double-click one of the above columns to instantly resize a column based on the length of its text.

 
 

 

Freezing and Hiding Columns

The Goal, Average, and Total columns are frozen, so they'll remain in place as your scroll horizontally through your data.

From the Data tool's settings, users with the manager role or above can hide any of the following columns from their team's Scorecard:

  • Goal
  • Average
  • Total
  • Owner
 

 

Scorecard Filters

The Scorecard tool page has four tabs for Weekly, Monthly, Quarterly, and Annual Reporting.

Each tab has several filter options:

  • Team — Many users are on several teams in Ninety; ensure you have the correct team selected here.
  • Date range — Each Scorecard has its own default setting, but you can select any option from the dropdown to analyze your data as needed.
  • Periods (Weekly Scorecard only) — Change the reporting period from 1-week columns to 4- or 13-week groupings to see trailing reporting periods.
  • Ascending or Descending Toggle — Click the left arrow to view dates from the start of the reporting period to the end or the right arrow to view dates from the end of the reporting period (often the current period) to the start.

 

Organizing Scorecards

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

 

Creating Measurable Groups

You can keep your Scorecards organized by creating groups. Each group can house similar Measurables to make reviewing your Scorecard as easy as possible. You can include up to 20 groups on each of your Scorecards.

To create a new group:

  1. Click New Group on the far right of the Filters bar.
  2. Name the group.
  3. (Optional) Write a description for the group.
  4. Click Save.

To edit a group's details, click the ellipsis on the top right of the group's card. Then, click Edit group details. To delete it instead, click Delete group.

Expanding and Collapsing Groups

While viewing data, click the diagonal arrow to expand or collapse a group.

 

 

Reorganizing Groups

To manage the order of your Measurable groups:

  1. Click the ellipsis on the far right of the Filters bar.
  2. Click Edit group order.
  3. Click and hold the six-dot icon on the left of the group's row to drag and drop groups in the popup.
  4. Click Save.

The order of your Measurable groups carries over to your team's meeting agenda, so team leaders should organize the Scorecards accordingly.

 

Reorganizing Measurables

You can drag and drop a Measurable within its group by clicking and holding the dots on the far left of the Measurable's row and then releasing your click in its new location.

To send a Measurable from one group to another:

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

 

Printing or Downloading Scorecard Data

Users with the role of Manager or higher can print their Scorecard as a PDF or export their data as a CSV document. Here's how:

  1. Click the ellipsis on the far right of the filters bar.
  2. Click Export as CSV or Print PDF from the dropdown.

The chosen document includes all data currently visible on your Scorecard tool. To change which information is downloaded, adjust the item(s) selected on the filters bar or change to a different Scorecard (Weekly, Monthly, Quarterly, or Annual).

 

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.

 
 

What happened to trailing Scorecards?

We've made trailing Scorecards easier than ever; you can still view your Measurables in trailing 4- or 13-week intervals to see trends over time.

The trailing scorecard was a temporary solution in the previous iteration of the Scorecard tool. You can achieve a similar effect by clicking the Period dropdown and selecting 4-week (read-only) or 13-week (read-only).

 
 

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

To move a Measurable from one group to another:

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

 

 

performance tool scoring tool divider scorecard data measurable forecasting notes scorecard settings measurable settings group order

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