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Introduction to the Data Tool

Ninety's Data tool is where your team builds, tracks, and reviews the KPIs that tell you whether your organization is healthy and on track.

Written by Tommy Mains

How to Use Ninety's Data Tool

Ninety's Data tool is where your team builds, tracks, and reviews the KPIs that tell you whether your organization is healthy and on track. Every person on your team should have at least one KPI. Every week, your team reviews the numbers together so that performance stays visible and problems surface early.

What is the Data tool?

The Data tool 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 KPIs organized into groups.

Reviewing the Data tool every week is a built-in part of your Weekly Team Meeting (WTM) agenda. 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 KPIs?

A KPI (Key Performance Indicator) is a quantifiable metric tracked by a person, team, or organization to assess performance. KPIs form Scorecards that teams use to monitor performance across time.

Every KPI has a single owner: one person who is accountable for hitting the goal and responsible for entering the data each week. A KPI without an owner is just a number with nowhere to go.

Your Scorecard will often mix two types of KPIs:

  • 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.

Best practice: Most leadership teams aim for 5 to 15 KPIs on their weekly Scorecard. If you have more than 15, your Scorecard is likely tracking outcomes rather than the inputs that actually drive results. Start with the numbers that would tell you, on any given week, whether your business is healthy.

Five levels of Scorecard tracking

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

  1. Organization-wide. KPIs tied to the organization's goals and long-term vision.

  2. Leadership team. Three to five of each department's most important KPIs.

  3. Departmental. Each team's most important KPIs.

  4. Teams. Each team member's most important KPIs.

  5. Individuals. KPIs tied to their Seat's roles and responsibilities.

Each of these levels connects upward: individual KPIs support team health, team health supports departmental goals, and departmental goals support the organization's longer-term vision. A well-built Scorecard at every level makes that chain of accountability visible week after week.

How the Data tool connects to other tools

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

My 90

Your My 90 workspace shows all the KPIs 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 KPI progress through various chart types directly from My 90. Go to your My 90 page.


Rocks

Goals need to be measurable to determine whether they're on track. Creating KPIs 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. Go to your Rocks page.


Issues

When a KPI has been off track for three or more consecutive weeks, it belongs on the short-term Issues list for Raise, Discuss, Resolve (RDR) during your next Weekly Team Meeting. You can turn any KPI 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. Go to your Issues page.


Weekly Team Meetings

Reviewing Scorecards is built into the default Weekly Team Meeting (WTM) agenda in Ninety's Meetings tool. The Scorecard review section is designed to be quick: anyone with an off-track number notes it; if it needs discussion, it becomes an Issue. Go to your Meetings page.


Org Chart

We recommend that each Seat on your organization's Org Chart have at least one KPI. These KPIs help the person in the Seat and their leaders define success week over week. Go to your Org 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 KPIs. Scorecard data gives those conversations structure and objectivity. Go to your 1-on-1 page.


User permissions overview

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

  • Owners, Admins, and Coaches can create, edit, delete, and archive any KPI across any team, and can access the KPI Manager.

  • Managers can create, edit, and organize KPIs for the teams they're assigned to.

  • Team Members can enter data for KPIs assigned to them, but cannot create new KPIs.

  • Observers can view Scorecard data for their assigned teams, but cannot enter data or make any changes.

What's in the Data tool

The Data 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 Data tool

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


Organizing Scorecards with groups

Scorecard groups let you organize related KPIs 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. See Organizing Scorecards with Groups for more information.


Creating and updating KPIs

Owners, Admins, Coaches, and Managers can create new KPIs from scratch or add existing KPIs from other teams. Any licensed user can enter data for KPIs assigned to them. See Creating and Updating KPIs for more information.


Using the Formula Builder

Formula-based KPIs (also called Smart KPIs) automatically calculate a value using other KPIs 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. See Using the Formula Builder for more information.


Data tool settings

Owners, Admins, Coaches, 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. See Customizing Your Team's Scorecards with Settings for more information.


The KPI Manager

The KPI Manager is a centralized view for Owners, Admins, and Coaches to see, edit, archive, and bulk-manage every KPI across the entire organization in one place. See The KPI Manager for more information.


Bulk actions in the Data tool

Select multiple KPIs 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. See Performing Bulk Actions in the Data Tool for more information.


Sharing and duplicating KPIs

When the same metric needs to appear on multiple teams' Scorecards, use Add Existing KPI to share a single KPI across teams. When each team member needs their own independent version of a similar metric, use Duplicate. See Sharing and Duplicating KPIs for more information.


Forecasting and setting custom goals

Over time, your targets change. Ninety supports forecasting tools and custom goal-setting to adjust a KPI's target for specific periods without overwriting your historical baseline. See Setting Custom Goals and Forecasting in the Data Tool for more information.


Removing and deleting KPIs

There are two distinct ways to take a KPI 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. See Removing and Deleting KPIs for more information.


Ninety's default KPIs

Ninety automatically adds default KPIs to your Leadership Team's Quarterly Scorecard when you create your account, organized into financial, performance rating, and organizational health categories. See Ninety's Default KPIs for more information.


Scorecard permissions explained

A full breakdown of what each user role can and cannot do in the Data tool, including what happens to KPIs when a user's role changes. See Scorecard Permissions Explained: Who Can Create, Edit, and View Your KPIs for more information.


Recovering a deleted group or KPI

If you accidentally delete a Scorecard group or remove a KPI, 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. See Recovering Deleted KPIs and Groups for more information.


Printing and exporting Scorecards

Any licensed user can export their team's Scorecard to a PDF for sharing or printing. Owners, Admins, and Coaches can also export Scorecard data to a spreadsheet. See Printing and Exporting Scorecards for more information.


Frequently asked questions

What is a KPI?

A KPI (Key Performance Indicator) is a quantifiable metric that each person tracks to assess their performance. Every KPI has one owner, one goal, and one reporting frequency. Ninety lets you customize the term your company uses for this tool, so some accounts may display a different label.


How many KPIs should our Scorecard have?

Most leadership teams aim for 5 to 15 KPIs on their weekly Scorecard. Start with fewer and add KPIs as your team settles into the weekly review rhythm. The goal is a Scorecard you can meaningfully review in 20 minutes or less. You can create groups to keep your KPIs organized.


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

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


How do I enter my KPI scores?

Any licensed user can enter scores for KPIs 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 Data tool: click Data from the left navigation, select your team, locate the KPI, and type the score in the appropriate cell.


How do I change a KPI's owner?

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


What does it mean to own a KPI?

Owning a KPI means being accountable for hitting the goal and responsible for entering data each period. The owner's profile icon appears on the Scorecard row. When a KPI is off track, the owner should raise it as an Issue during the Weekly Team 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 KPIs aggregated across trailing intervals. This makes it easy to spot trends over time.


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

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


Learn more

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