Terms that appear with an asterisk (*) are configurable and may differ from your Ninety. Explore our glossary of terms.

Covered in this article:

Who can edit the Vision?

Manager* role and above can make edits to sections in the Vision tool. Only Owners* and Admins* can adjust the layout and sections that are visible through the "Edit Layout" option.

Cascaded Sections

Some sections may be cascaded from the Leadership Team and would not be editable except at the Leadership level.

By default, the Core Values, Purpose and Compelling and Audacious Goals (CAGs) are cascaded, but Owners/Admins* in each company can choose which sections to cascade from the Leadership Team. To edit a cascaded section, go to the Leadership team. Check which team is selected as LT in Settings and learn how to set the LT here.

Each team (Manager* and above role) will be able to edit their own Marketing Strategy, 3-Year Goals and Goals page.

Edit Sections

To edit any portion of the Vision*, select the pencil icon in the specific section. Changes made will save automatically, and the check mark can be clicked to exit the editing session.

3 Year, 1 Year and 90 Days - Keeping your content consistent.

Revenue, Profit, and KPIs* are connected across all 3 sections. Each time you add a new Revenue, Profit or KPI* field the description to the left will duplicate and the value to the right is unique to that time frame.

When adding KPIs* to 3 Year, 1 Year, and 90 Days you can either pull from existing KPIs* that on the account, OR add a new KPI.

Note: When adding a new KPI* on the Vision* page, the KPI* is added to your account but must be manually added to a Scorecard* for tracking, based on the Period Interval you select in the KPI's* settings.

For example: If you create the KPI* "Premium Users" on the Vision page with a period interval of Weekly, you will need to navigate to the Weekly Scorecard* to add the KPI* for tracking.

Edit the Layout

Need to customize what you see on the Vision* tabs? Owners/Admins* can use the "Edit Layout" option in the upper right of the Leadership Team Vision.

  1. Click Settings in the top right of the Vision tool to turn on "Custom Vision"

  2. Click the new button that appears: Edit Layout

Through this option you can:

  • Drag and drop sections into a new order

  • Resize sections

  • Add / Remove sections through the Manage Sections button in the upper right

  • Change the page of sections through the Manage Sections button

Note: When pressing the PDF option, it will not print a custom layout at this time.

Company Rocks and Long-Term Issues - pulled from other tools

Company (or Departmental) Rocks* will auto-populate in the Rocks* section with any Rock* marked Company/Departmental within the team you are viewing. To add a new Rock*, just use the create button!

Any Issues* marked as Long-Term (on that team) will appear in the Issues* column. These are also visible on the Issues* page. Add new Issues* with the create button and organize your existing Issues by dragging them.

Long-Term Issues* on the Leadership Team can be made "Public". By default, Long-Term Issues* are Private, meaning they are not shared when the Vision* is shared. Learn more about sharing here.

Related Articles

Did this answer your question?