How to Share and Duplicate KPIs Across Team Scorecards
Ninety gives you two ways to put a KPI on more than one team's Scorecard. The first is sharing, where the same KPI appears across multiple Scorecards and all data is automatically synchronized. The second is duplicating, where you create an independent copy that each team or individual can enter and track independently. Choosing the wrong method is one of the most common Scorecard mistakes, and it's hard to spot until data starts behaving unexpectedly.
Owners, Admins, Managers, and Coaches can share and duplicate KPIs. Team Members can enter data for KPIs they're assigned to, but can't add, share, or duplicate KPIs themselves.
Shared vs. independent: what's the difference?
Shared KPIs are created using the Add Existing KPI option. When you add an existing KPI to a second team's Scorecard, you're not creating a copy. You're creating a second window into the same KPI. This means:
Any data entered on either team's Scorecard instantly appears on both.
If you change the goal, title, description, or any setting on one Scorecard, that change appears everywhere the KPI is shared.
Only one person needs to enter the data — both teams see it in real time.
Think of it like a Google Doc. There is only one document. Multiple teams can view and edit it, but everyone is looking at and updating the same thing.
This applies within a single team too. If you add the same existing KPI to multiple groups within one team's Scorecard, updating the KPI in one group automatically updates it in all the others. If your groups need to track independently, you'll need separate KPIs, not the same one added multiple times.
Duplicated KPIs are independent copies. Each one has its own data, its own goal, and its own owner. Updates to one do not affect the others.
| Shared (Add Existing) | Duplicated |
Data syncs automatically | Yes | No |
Multiple owners | No (one owner) | Yes (one per copy) |
Goals can differ per team | No | Yes |
Requires separate data entry | No | Yes |
Use sharing when multiple teams need visibility on the same metric, and one person enters the data. For example, total company revenue is on both the Leadership and Finance Scorecards.
Use duplication when each team or person needs their own version of a similar metric with independent tracking. For example, each sales rep's individual quota.
Sharing KPIs across teams
Use this process when you want the same KPI visible on multiple teams' Scorecards with synchronized data. Owners, Admins, Managers, and Coaches can complete these steps.
Click Data from the left navigation.
Use the Team dropdown at the top of the page to select the team you want to add the KPI to.
Click New KPI on the intended group's card.
Select Add Existing KPI from the options shown.
Search for the KPI by name.
Click the KPI to select it, then click Add.
The KPI now appears on both the original team's Scorecard and the new team's Scorecard. Any updates to data, goals, or details made in either Scorecard are immediately reflected in both. The original owner remains accountable, but both teams can see the data in their meetings.
Adding multiple KPIs from the same person at once
If you need to add many KPIs from one team to another and don't want to search for each one individually, you can filter the Add Existing KPI search by person. Selecting a person's name adds all the KPIs assigned to them at once. This is the fastest way to mirror one person's Scorecard setup onto a different team.
Follow steps 1–4 above to open the Add Existing KPI search.
Instead of searching by KPI name, search by the name of the person whose KPIs you want to add.
Select the person from the results.
All KPIs assigned to that person are added to the group at once.
Duplicating KPIs for independent tracking
Use this method when you need a separate, independent copy of a KPI that won't sync with the original.
From the Scorecard
Owners, Admins, Managers, and Coaches can duplicate from the Data tool.
Click Data from the left navigation.
Use the Team dropdown to navigate to the team where the KPI currently lives.
Check the box on the left side of the KPI's row.
Click Select Action at the top right of the group's card.
Click Duplicate.
Click the newly created KPI to open its details card.
Update the owner, title, goal, description, and any other details for this copy.
Click Save.
From the KPI Manager
Owners, Admins, and Coaches can also duplicate from the KPI Manager, which is useful when working across multiple teams.
Click Data from the left navigation.
Click Go to KPI Manager on the filters bar.
Find the KPI you want to duplicate.
Click the three dots (⋯) next to the KPI.
Select Duplicate from the dropdown.
The duplicated KPI appears with "copy" appended to its name.
Click it to open its details card and update the owner, team, goal, and description.
Click Save.
If the KPI isn't yet on a Scorecard, navigate to the intended team's Scorecard, click New KPI, select Add Existing KPI, search for the new copy, and click Add.
Moving a KPI from one team to another
Moving a KPI means removing it from one team's Scorecard and adding it to another. The KPI stays intact and all historical data is preserved.
Example: Your company recently split the Marketing and Membership teams. You need to move "Member Retention Rate" from the combined team to just the Membership team.
Navigate to the original team's Scorecard.
Check the box next to the KPI you want to move.
Click Select Action at the top right of the group's card.
Click Remove from group.
The KPI is removed from this team's Scorecard but not deleted. Its historical data remains intact.
Use the Team dropdown to navigate to the new team's Scorecard.
Click New KPI on the intended group's card.
Select Add Existing KPI.
Search for the KPI by name, select it, and click Add.
Common scenario: setting up the same KPIs for multiple team members
A frequently asked question: "I have five sales reps who each need to track 'New Leads' with their own individual goals. How do I avoid creating each one from scratch?"
The challenge is that using Add Existing KPI won't work here. All five reps would share the same data and the same goal, which isn't useful for individual quotas.
The right approach is to duplicate and reassign.
Create the first KPI with the correct title, description, goal, and frequency.
Duplicate it once for each additional team member (four times in this example).
For each duplicate:
Click it to open the details card.
Change the owner to the appropriate team member.
Adjust the goal if individual targets differ.
Rename it if helpful (for example, "New Leads — Alex" vs. "New Leads — Jordan").
Click Save on each.
Permissions summary
Action | Who can do it |
Share a KPI (Add Existing) | Owner, Admin, Manager, Coach |
Duplicate from the Scorecard | Owner, Admin, Manager, Coach |
Duplicate from the KPI Manager | Owner, Admin, Coach |
Move a KPI between teams | Owner, Admin, Manager, Coach |
Enter data for a KPI | Any user assigned to that KPI |
If you don't see the options described here, check your user role in the Directory or contact your company's Admin or Owner.
Troubleshooting
I can't find the KPI I want to share when I search for it.
Try these steps in order:
Confirm the KPI hasn't been archived. Archived KPIs don't appear in the Add Existing search. To check, go to the KPI Manager and look for the KPI with the Archived filter enabled.
Check the spelling. The search is case-sensitive to the first letter.
Try a partial name search — searching for two or three words from the title rather than the full name can help surface it.
If the KPI still doesn't appear, try refreshing the page or using a different browser. Console errors can occasionally prevent the search from loading all results.
If none of the above resolves it, contact support and share the KPI name and which team it's currently on.
My shared KPI isn't syncing between teams.
If data entered on one Scorecard isn't appearing on another, you likely created duplicates instead of sharing the same KPI. Check the KPI Manager for multiple instances with similar names. If you find duplicates, remove the extras from each team and re-add them using Add Existing KPI to ensure they're pointing to the same source.
If the data is simply delayed, try refreshing the browser.
I accidentally shared a KPI when I meant to duplicate it — and now both teams' data is the same.
Remove the KPI from the teams where you want independent tracking. Click the checkbox next to it, click Select Action, and select Remove from group.
Create new KPIs for those teams (or duplicate the original from the KPI Manager).
Add the new independent copies to the intended teams using New KPI.
Removing a KPI from a group doesn't delete it or its historical data, so you won't lose anything.
I removed a KPI from a team and can't get it back.
Removing a KPI from a group doesn't delete it. Navigate to the team's Scorecard, click New KPI, select Add Existing KPI, search for it by name, and add it back. All historical data will reappear.
The Add Existing KPI option isn't visible.
Only Owners, Admins, Managers, and Coaches see this option. Check your role in the Directory. If you're a Team Member, ask a Manager, Admin, or Owner to add the KPI for you.