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Customizing Your Team's Scorecards with Settings

Control which columns, indicators, and display options appear on your team's Scorecards, and understand how team-level settings interact with company-wide defaults.

Written by Tommy Mains

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, 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

The Scorecard-level ellipsis menu open on the filters bar, showing five options: Settings (highlighted), Edit group order, Merge all groups, Export as CSV, and Print PDF.

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. Select the timeframe you want to configure — Weekly, Monthly, Quarterly, or Annual.

  4. Click the ellipsis (three dots) on the far right of the filters bar.

  5. Click Settings.

  6. Toggle off Use company default settings to enable team-specific customization.

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.

Note: If you don't see the ellipsis on the filters bar, your role may not have permission to access settings. Only Owners, Admins, and Managers can see this option. Check your role under your profile icon, or ask your Admin to verify your permissions.

Showing or hiding the current period

The Weekly Scorecard Settings panel for a team, grouped into Display, Columns, and Time range sections. Use company default settings is toggled on at the top. The Time range section shows a Show current week toggle and a Default timeframe dropdown set to QTD.

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. 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.

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. In the Time range section, toggle off Show current period (labeled for that timeframe).

  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 is calculated from the three most recently completed reporting intervals. The current in-progress period is never included in this calculation — even if "Show current period" is toggled on and the current week appears as a column on your Scorecard.

There are four possible statuses:

  • Green means the Measurable met or exceeded its goal for all three of the most recently completed reporting intervals.

  • Yellow/Orange means the Measurable missed its goal for at least one of the three most recently completed reporting intervals.

  • Red means the Measurable missed its goal for all three of the most recently completed reporting intervals.

  • No Recent Data means no scores were entered for any of the three most recently completed reporting intervals. This status appears in the status bar and always sorts to the bottom when you sort by status.

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 completed periods before the indicator turns green. Similarly, entering a score for the current in-progress week will not affect today's status indicator — it will be reflected in the calculation starting next period, once that week is complete.

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

Important: The status color reflects performance against the Measurable's goal over multiple completed periods. For Yes/No Measurables, a "Yes" answer can still show red if the previous reporting intervals were off track. The color is not determined by the current entry alone.

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

The Data section of the Configuration page in Company Settings, showing toggles for Show KPI status indicators, Show Owner column, Show Goal column, Show Average column, Show Total Column, and Show current period, followed by a Default timeframe area with Weekly, Monthly, Quarterly, and Annual dropdowns and the Weekly start day dropdown set to Monday.

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:

  • Status color indicators (Show KPI status indicators) — this setting now matches between Company Settings and each Scorecard.

  • Owner column visibility.

  • Goal column visibility.

  • Average column visibility.

  • Total column visibility.

  • Show current period.

  • Default timeframe for each Scorecard view — Weekly, Monthly, Quarterly, and Annual (see Setting a default timeframe below).

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.

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):

  1. Click your name at the bottom of the left navigation, then click Company Settings.

  2. Navigate to the Configuration page and find the Data section under Feature Controls.

  3. 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):

  1. Open the team's Scorecard and select the timeframe you want to change (Weekly, Monthly, Quarterly, or Annual).

  2. Click the ellipsis on the filters bar, click Settings, and toggle off Use company default settings.

  3. In the Time range section, choose a Default timeframe.

  4. Click Save.

Anyone opening that team's Scorecard sees the team default; teams without an override see the company default.

A team's Weekly Scorecard Settings panel with Use company default settings turned off, so the toggles are editable. The Default timeframe dropdown at the bottom is open, showing Last 13 Weeks, QTD, YTD, Current Quarter, and Current Year, with QTD selected.

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. Navigate to the Configuration page.

  4. Click the Weekly start day dropdown.

  5. 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

Can I make my Scorecard run Friday-to-Friday to match my meeting schedule?

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.


Can different teams have different weekly start days?

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: Formula roll-ups are not calculating correctly.

Solution: Ensure that every source Measurable included in the formula has a value for each week (enter 0 if there is no data to report). Once all weekly cells for the source Measurables are filled, the roll-up formula will total correctly.


Issue: Misinterpretation of Total and Average values.

Solution: The Total column sums values across periods, while the Average column shows performance as a single percentage. For example, if a Measurable is 100% for eight weeks, the Total will display 800%, and the Average will display 100%.


Issue: Vertical summation and bottom-of-column totals are not supported.

Solution: Create a Smart Measurable that references two or more existing Measurables and configure it to calculate their sum. This workaround provides a combined total for the selected Measurables.


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. Additionally, ensure that the affected Measurable records numerical data (not text or symbols) and that the Periods filter includes periods containing data. These conditions are necessary for the Scorecard to calculate and display the Average and Total columns.


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: My Measurable is showing as off track, but I entered data this week.

Solution: The status indicator always looks at the three most recently completed reporting intervals — the current in-progress period is never included, regardless of whether "Show current period" is toggled on. If you entered data for the current week, that entry won't affect the status indicator until the week closes and becomes a completed period. If last week's data (or the two weeks before it) wasn't entered, the indicator may show yellow, red, or No Recent Data. To correct this, go back and enter scores for the missing periods — the status will recalculate automatically.


Issue: One of my Measurables shows a "No Recent Data" status.

Solution: The No Recent Data status appears when no scores have been entered for any of the three most recently completed reporting intervals. It is not the same as a missing score for the current week. To clear this status, enter scores for the affected Measurable's most recent completed periods. Once at least one of the three preceding periods has a score, the status will update to green, yellow/orange, or red based on performance.


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. Additionally, weekly totals and averages for Measurables/KPIs on the Scorecard are automatically calculated based on the current date range and cannot be manually adjusted.


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.

Best Practices for Scorecard Configuration

  • Regularly review and update Scorecard settings to ensure that all relevant columns and features are enabled.

  • Maintain consistent data entry practices to avoid blank entries that could disrupt calculations.

  • Use Smart Measurables to address limitations and customize your Scorecard for specific needs.

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