Introduction to Data
Discover how the Data tool monitors the KPIs that keep your team on track.
Written by Tommy Mains
Updated at July 1st, 2024
-
New Company
-
Integrations and Beta
-
Data
-
Rocks
-
To-Dos
-
Issues
-
Meetings
-
Headlines
-
Vision
-
Org Chart
-
1-on-1
-
Process
-
Directory
-
Mastery
-
Assessments
Table of Contents
What Is the Data Tool?
Use the Data tool to create and manage your individual and team's key performance indicators (KPIs). Each KPI provides visibility to the goals essential to the team's success. During most meetings, your team reviews its Scorecards to see if any KPIs need to be discussed.
For example, if a KPI has been off target for three or more consecutive weeks, the team should discuss possible causes and ways to get things back on track.
KPIs are created for a specific time interval on one of the following Scorecards:
- Weekly
- Trailing 4-Week and Trailing 13-Week (T4W & T13W)
- Monthly
- Quarterly
- Annual
Learn how to get started with the Data tool from the video below.
How Data Supports the Company
The Data tool supports your organization by empowering teams to turn their goals into quantifiable KPIs, ensuring everything is on track and making it easy to discuss any potential issues.
The Data tool can capture performance at five levels:
- Organization-wide — KPIs tied to the organization’s goals and Vision.
- Leadership team — Three to five of each department’s most important KPIs.
- Department — Each team’s most important KPIs.
- Teams — Each team member’s most important KPIs.
- Individuals — KPIs tied to their Seat’s roles and responsibilities.
From our guide, On Data.
How Data Supports Ninety's Other Tools
Data should be used to help understand how each team's efforts progress the organization toward its long-term Vision.
Click through the tabs below to see how Data supports some of Ninety's other core tools.
My 90
Your My 90 workspace has two cards for visualizing data, which you can turn on or off using the Edit Layout button.
- The Scorecard: KPI tracker section displays every KPI you own across all your teams.
- The KPIs: Track KPI progress section is a dynamic data visualization tool with various chart types.
The easiest way to manually enter scores for KPIs you're accountable for is with My 90.
Rocks
Goals need to be measurable to determine their success. Creating KPIs around your Rocks and Milestones helps you determine whether they're on or off track.
📖 Read more about making Rocks measurable with the SMART methodology.
Issues
When Scorecards are set to display the KPIs your team needs to see in their weekly meeting, they can quickly turn KPIs into Issues to discuss by right-clicking the KPI and then clicking Make it an Issue from the dropdown.
Issues can be problems, obstacles, ideas, or opportunities, so it is often worth making an Issue out of a KPI that is not reaching its target.
Meetings
Efficient and effective meetings help teams align, solve issues, and prepare teams for the week ahead. Reviewing Scorecards is part of our default Weekly Team Meeting agenda in the Meetings tool.
Org Chart
We recommend having KPIs associated with each Seat on your Org Chart. These KPIs help the person(s) in the Seat and their leaders understand what success looks like.
1-on-1
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.
Default KPIs On Scorecards
Ninety automatically adds 20 financial metrics to the Leadership Team's quarterly Scorecard. Click on each KPI to learn more from its details card.
These are items we have observed as being extremely important to company growth, including:
- Key financial metrics
- Subjective performance ratings
- Proficiency in each of the 9 Core Competencies
All other Scorecards are blank when you create your account.
Helpful Resources
To learn more about our teachings around Data and Scorecards, check out the following:
Frequently Asked Questions (FAQs)
Can I set the Annual Scorecard to a customized fiscal year instead of the calendar year?
Setting a customized fiscal year is not currently possible. We’d love to hear from you if this feature would benefit your organization. Submit a feature request to help raise its priority.
To submit a feature request, click Provide Feedback from the bottom of the left navigation.
How do I remove the current week from appearing on my Scorecard?
To remove the current week from your Scorecard:
- Click Data from the left navigation.
- Choose your team from the dropdown.
- Click the gear icon on the right of the Filters bar.
- Click the Hide current week toggle on.
What about OKRs, or how can I use a Scorecard to monitor my OKRs?
Objectives and Key Results (OKR) is a popular framework for focusing resources on completing specific goals. Our users can capture their OKRs as Rocks or goals in their team's Vision and turn several of the listed key results into KPIs to monitor on their Scorecard.
For example, if you're projecting an incoming growth and hiring period, you may want to ensure your onboarding process is effective, so you could have a version of the following OKR:
Objective: We will improve our onboarding process by the end of the quarter.
Key Results:
- Conduct stay interviews with existing team members.
- Create Seat-specific onboarding checklists.
- Obtain above 90% completion rates on onboarding checklists.
All three of these key results can be turned into KPIs. Here's an example of a KPI from the first key result:
- Stay Interviews
- Description: Complete a stay interview with each team member to inform new onboarding processes. Our goal is to conduct five interviews each week throughout the quarter.
- Unit: Number
- Goal: 5
- Goal orientation: Greater than or equal to goal
