How to Forecast and Set Custom Goals in Ninety
Ninety's Data tool gives you three ways to adjust a KPI's goal beyond the default target set at creation: you can change the goal permanently from a specific date forward, override it for a single reporting period, or enter forecasted values for future periods.
Owners, Admins, Managers, and Team Members can use all three features. Observers cannot edit KPI data.
Important: Entering a value in a future cell creates a custom goal (a forecast), not actual data. Actual scores can only be recorded once that reporting period arrives. If your Scorecard totals look unexpected after entering future values, see the troubleshooting section below.
Setting a new permanent goal
Use the Set new future Goal feature to change a KPI's goal from a specific date forward. This method will maintain the integrity of your KPI under the previous goal while allowing you to monitor future progress better. This feature is not available for smart KPIs.
Click Data from the left navigation.
Choose your team from the dropdown.
Choose a Scorecard (Weekly, Monthly, Quarterly, or Annual).
Right-click the KPI's row anywhere to the left of the reporting periods.
Select Set new future Goal from the dropdown.
Enter a new target in the Goal field.
(Optional) You may change the goal orientation rule with the dropdown.
Click Save & Reload.
As noted in the popup, all previous scores will be automatically updated to be custom goals to reflect the previous target.
How to Set a Custom Goal for a Single Reporting Period
You can create a custom goal on a specific reporting period of a KPI to account for absences, holidays, and other exceptions.
To customize a KPI's goal for a single reporting period:
Click Data from the left navigation.
Choose your team from the dropdown.
Choose a Scorecard (Weekly, Monthly, Quarterly, or Annual).
Right-click a cell.
Click Set custom Goal or note.
Enter a custom goal number.
Click Save.
Goal Forecasting
Modify the Date range dropdown to add forecasted targets for your KPIs. Either of the following date range options provides an opportunity to forecast goals (targets) for your KPIs:
Current Quarter
Current Year
Either selection adds additional blank cells to your Scorecard. You can enter a projected value for the KPI in any cell representing a future date.
For example, click the Date range dropdown on your weekly Scorecard and select Current Year. Then, each group on your Weekly Scorecard will have a cell for every week of the calendar year. When you click a cell of a future date, you can enter a custom goal for that reporting period; if the KPI's goal is a range, you'll enter a customized minimum and maximum goal for that reporting period.