Scorecard KPIs
Create, Add, Delete, and Remove KPIs from Scorecards
Table of Contents
Adding KPIs to the Scorecard
Adding KPIs is only available to users with a Manager role or above. Each tab in the Data tool (Weekly, Monthly, Quarterly, and Annual) has two options for adding KPIs.
- Create a new KPI.
- Add an existing KPI.
Creating a New KPI on the Scorecard
- Click Data from the left navigation.
- Click the plus sign by the time frame desired (Weekly, Monthly, etc.).
- Click Create and Add a New KPI.
- Enter the title and other information.
- Click Save.
Want to learn more about Smart KPIs? Click here to read our article.
Add an existing KPI to the Scorecard
- Click the plus sign by the time frame desired (Weekly, Monthly, etc.).
- Click Add an Existing KPI.
- Search for and then click the KPI you wish to add.
- Click Save.
Editing any instance of this KPI changes it on every Scorecard it's on.
Editing a KPI
While editing KPIs, all changes are saved automatically.
- Click Data from the left navigation.
- Click on the KPI you wish to edit.
- Change any of the following details:
- Title
- Description
- Unit of measurement
- Goal information
- KPI owner and their Seat
Removing a KPI
There are two ways to remove a KPI from a Scorecard.
- Permanently delete a KPI.
- Remove a KPI from a single Scorecard.
Permanently Delete
Only a KPI's owner can delete it.
- Click My 90 from the left navigation.
- Right-click the KPI you want to delete.
- Click Delete KPI from Data.
- Click I understand… Delete anyway.
Deleting a KPI removes it from each Scorecard it's on, any Processes it's linked to, and your Vision if it's used there.
Remove from a Scorecard
You can remove a KPI from a Scorecard from the My 90 workspace or the Data tool.
- Click on the KPI you want to remove.
- Click More actions button at the top of the pop-up.
- Click Remove KPI from Data.