How to Create and Manage Scorecard Groups in Ninety
Scorecard groups let you organize related KPIs (the quantifiable metrics your team tracks each week) into labeled sections on your team's Data Scorecard. Instead of displaying every KPI in a single list, groups let you cluster them by team member, by Seat, by goal area, or by any structure that makes sense for your team.
The order of your groups also determines how KPIs appear during your Weekly Team Meeting, so thoughtful organization here pays off.
Owners, Admins, and Managers can create, rename, reorder, and delete Data Scorecard groups. Team Members and Observers can view, expand, and collapse groups. Team Members can also reorder KPIs within a group — even KPIs they do not own.
Previously, you may have divided KPI groups with line breaks. Our updated tool automatically moved your KPIs into groups based on how you placed line breaks. With the Combine all groups button, you can combine all your KPIs into a single group.
Creating KPI Groups
Keep your Scorecards organized by creating groups. Each group can house similar KPIs to make reviewing your Scorecard as easy as possible.
You can include up to 20 groups per Scorecard. You may want to create a group for each team member, Seat, or goal.
For example, a sales team may have a KPI group that includes a KPI from each sales Seat holder.
To create a new group:
Click New Group on the far right of the Filters bar.
Name the group.
(Optional) Write a description for the group.
Click Save.
To edit a group's details, click the ellipsis in the top-right corner 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 KPI groups:
Click the ellipsis on the far right of the Filters bar.
Click Edit group order.
Click and hold the six-dot icon on the left of the group's row to drag and drop groups in the popup.
Click Save.
The order of your KPI groups carries over to your team's meeting agenda, so team leaders should organize the Scorecards accordingly.
Reorganizing KPIs
You can drag and drop a KPI within its group by clicking and holding the dots on the far left of the KPI's row and then releasing your click in its new location.
To send a KPI from one group to another:
Right-click the KPI.
Click Move to group… from the dropdown.
Select a group from the dropdown.
Click Move.