Creating and Updating KPIs

Learn how to create, manage, and update your organization's KPIs.

Written by Tommy Mains

Updated at April 19th, 2025

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Table of Contents

Video Overview of the Data Tool Adding KPIs to Your Team's Scorecard Editing KPIs Maintaining Your KPIs Adding Notes to a KPI's Entry KPI Examples Net profit example Expenses as a percentage of revenue Example

Any licensed user can update KPIs on one of their team's Scorecards, but only users with Manager or higher permissions can create new KPIs and organize Scorecards.

 

Video Overview of the Data Tool

 

Adding KPIs to Your Team's Scorecard

There are two ways to populate your team's Scorecard with KPIs:

  • Creating brand new KPIs.
  • Adding KPIs already created by your organization.

 

Creating New KPIs

To create a new KPI in a group:

  1. Click the New KPI button on the top right of the group's card.
  2. Select Create New KPI from the dropdown.
  3. Enter the title and other information.
  4. Click Save.

 

 

📖 Read this article to learn about smart KPIs.

 
 

Adding Existing KPIs

To add a KPI from another team's Scorecard or a previously created KPI to your team's Scorecard, click Add existing KPI at the bottom left of the card, or:

  1. Click the New KPI button on the top right of the group's card.
  2. Click Add Existing KPI.
  3. Search for and then click the KPI you wish to add.
  4. Click Add.
 
 

 

Editing KPIs

To edit an existing KPI:

  1. Click Data from the left navigation.
  2. Select a team from the dropdown.
  3. Click on a KPI's title to open its details card.
  4. Change any of the following details:
    1. Title
    2. Description
    3. Unit of measurement
    4. Goal information
    5. KPI owner and their Seat
    6. Make it smart
  5. Click Save.

 

Learn how to use your existing KPIs as variables to automatically calculate KPI data from the article below.

Read More

 

 

Maintaining Your KPIs

All licensed users can be assigned KPIs and input data for any of their team's KPIs. You can input scores for your KPIs from the My 90 page or the Data tool page. Your My 90 workspace shows all the KPIs you own across every team. 

To add scores in My 90

  1. Click My 90 from the left navigation.
  2. Scroll to the Scorecard section.
  3. Type in your scores to the corresponding KPI and reporting period cell.
    1. Click the Period Interval dropdown to access your Monthly, Quarterly, and Annual Scorecards.

To enter scores using the Data tool

  1. Click Data from the left navigation.
  2. Choose a team from the Team dropdown.
  3. Choose a Scorecard (Weekly, Monthly, Quarterly, or Annual).
  4. Locate the KPI.
  5. Type the score in the reporting period cell.
    1. Press your tab key to move one cell to the right or press shift + tab to move one cell to the left.

 

Adding Notes to a KPI's Entry

All licensed users can add notes to KPIs. Having notes available to provide extra context for a KPI's progress over time helps save time in meetings by having documentation readily available.

To add a note to a KPI:

  1. Click Data from the left navigation.
  2. Choose your team from the dropdown.
  3. Choose a Scorecard (Weekly, Monthly, Quarterly, or Annual).
  4. Right-click a cell.
  5. Click Set custom Goal or note.
  6. Write your note.
  7. Click Save.

 

Editing any instance of a KPI changes it on every Scorecard.

 

 

KPI Examples

Ninety's leadership team recommends having every Seat in the organization own 3-5 KPIs. While KPIs can look different depending on your industry and many other factors, we wanted to offer some examples.

 

Net profit example

To create a pre-calculated metric tracking your company's Net Profit, you can create a smart KPI using pre-existing KPIs tracking your Total Revenue and Total Expenses over a given time period.

Step 1

First, you'll need to decide the time scope for your Net Profit KPI by selecting one of the following Scorecards:

  • Weekly
  • Monthly
  • Quarterly
  • Annual

Step 2

Next, create KPIs for Total Revenue and Total Expenses.

  1. Click Data from the left navigation.
  2. Click the desired Scorecard to add the KPIs to (Weekly, Monthly, Quarterly, or Annual).
  3. Click New KPI.
  4. Write the KPI's title.
  5. Add the KPI's owner using the person icon on the top left of the details card or with the corresponding dropdown.
  6. Write a goal for the KPI.
  7. Click Save.
  8. Populate any number of reporting periods for each KPI.

Step 3

Finally, create the Net Profit smart KPI.

  1. Click New KPI.
  2. Add a title, goal, and accountable team member.
  3. Toggle on Smart KPI.
  4. Click Add KPI.
  5. Click your Total Revenue KPI from the list.
  6. Click the minus (-) sign.
  7. Click Add KPI.
  8. Click your Total Expenses KPI from the list.
  9. Click Save.

The new KPI will automatically calculate your Net Profit for every reporting period, using data from the previous two KPIs.

 
 

Expenses as a percentage of revenue Example

To create a pre-calculated metric tracking your company's expenses as a percentage of revenue, you can create a smart KPI using pre-existing KPIs tracking your Total Revenue and Total Expenses over a given time period.

Step 1

First, you'll need to decide the time scope for your Expenses as a Percentage of Revenue KPI by selecting one of the following Scorecards:

  • Weekly
  • Monthly
  • Quarterly
  • Annual

Step 2

Next, create KPIs for Total Revenue and Total Expenses.

  1. Click Data from the left navigation.
  2. Click the desired Scorecard to add the KPIs to (Weekly, Monthly, Quarterly, or Annual).
  3. Click New KPI.
  4. Write the KPI's title.
  5. Add the KPI's owner using the person icon on the top left of the details card or with the corresponding dropdown.
  6. Write a goal for the KPI.
  7. Click Save.
  8. Populate any number of reporting periods for each KPI.

Step 3

Finally, create the Expenses as a Percentage of Revenue smart KPI.

  1. Click New KPI.
  2. Add a title, goal, and accountable team member.
  3. Toggle on Smart KPI.
  4. Click Add KPI.
  5. Click your Total Expenses KPI from the list.
  6. Click the division (/) sign.
  7. Click Add KPI.
  8. Click your Total Revenue KPI from the list.
  9. Click the multiply (*) sign.
  10. Click Add Number
  11. Type in “100”.
  12. Click the check mark or press your enter/return key.
  13. Click Save.

The new KPI will automatically calculate your Expenses as a Percentage of Revenue for every reporting period, using data from the previous two KPIs.

 
 

 

 

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