How to Customize Your Team's Scorecards with Settings in Ninety
Ninety's Data tool includes display settings that let you control what your team sees when reviewing KPIs (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, set the timeframe each Scorecard opens to, 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 customize your team's Scorecard settings:
Select the timeframe you want to configure — Weekly, Monthly, Quarterly, or Annual.
Click the ellipsis on the far right of the Filters bar.
Click Settings.
Toggle off Use company default settings.
Each Scorecard timeframe now has its own settings panel, so open Settings while viewing the timeframe you want to configure. The panel title reflects that timeframe (for example, Weekly Scorecard Settings), and each panel groups its options into Display, Columns, and Time range sections described below.
Show Current Period
To hide the current week's column from your team's Scorecard, toggle off Show current period. In each timeframe's panel, this toggle appears in the Time range section and is labeled for that timeframe — Show current week, Show current month, Show current quarter, or Show current year.
KPI Status Indicator
When the KPI status colors toggle is enabled, a new column appears in each Scorecard that displays a status indicator icon. Click the icon to view a trendline for the KPI over the selected date range. The status indicator's color and symbol are based on each KPI's goal — often called its target.
Red indicates the KPI was off track for the previous three reporting intervals.
Orange indicates the KPI was off track at least once over the previous three reporting intervals.
Green indicates the KPI has been on track for the previous three reporting intervals.
Owner Column
Enabling the Owner column adds a column to all the team's Scorecards to show which user is accountable for each KPI.
Total Column
Enabling the Total column adds a column to all the team's Scorecards to show the sum total of each KPI.
To change the number of reporting periods for the KPIs on a Scorecard, click the Periods dropdown on the Filters bar.
Average Column
Enabling the Average column adds a column to all the team's Scorecards to show the average score of each KPI.
To change the number of reporting periods for the KPIs on a Scorecard, click the Periods dropdown on the Filters bar.
Goal Column
Enabling the Goal column adds a column to all the team's Scorecards to show the goal (target) score of each KPI.
Resizing Columns
Click and drag to resize any of the following columns in a KPI 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 KPI 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
Company-Wide Settings
Admins, Owners, and Coaches can set company-wide Scorecard settings from the Configuration page in the Data section of Feature Controls.
Any teams using company default settings match the options here for:
KPI status color indicator — this setting now matches between Company Settings and each Scorecard.
Owner column.
Goal column.
Average column.
Total column.
Show current period.
Default timeframe for each Scorecard view — Weekly, Monthly, Quarterly, and Annual (see Setting a Default Timeframe below).
Setting a Default Timeframe
Each Scorecard opens to a default timeframe — the date range shown when you first load it (for example, Last 13 Weeks on the Weekly Scorecard). You can set that default so the Scorecard opens to the range your team actually reviews, instead of resetting the filter every visit. Defaults can be set for all four Scorecard views (Weekly, Monthly, Quarterly, and Annual) at the company level, and teams can override them.
Set the company-wide default (Owners and Admins):
Click your name at the bottom of the left navigation, then click Company Settings.
Navigate to the Configuration page and find the Data section under Feature Controls.
In the Default timeframe area, choose a default for the Weekly, Monthly, Quarterly, and Annual Scorecards.
Changes save automatically and become the starting timeframe for everyone, unless a team sets its own.
Set a team override (Owners, Admins, and Managers):
Open the team's Scorecard and select the timeframe you want to change (Weekly, Monthly, Quarterly, or Annual).
Click the ellipsis on the Filters bar, click Settings, and toggle off Use company default settings.
In the Time range section, choose a Default timeframe.
Click Save.
Anyone opening that team's Scorecard sees the team default; teams without an override see the company default.
Weekly Start Day
Previously, each team in your account could set its own weekly start day. This is now a company-wide setting. Here's how a user with an Admin, Owner, or Coach role can set your company's weekly start day for Scorecards:
Click your name at the bottom of the left navigation.
Click Company Settings from the popup.
Click the Weekly start day dropdown.
Select the day of the week that best fits your organization.
Changes in Company Settings are saved automatically.