Using the Data Tool
Everything you need to know about data, Scorecards, and KPIs in Ninety.
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New Company
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Integrations and Beta
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Basics
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Data
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Rocks
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To-Dos
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Issues
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Meetings
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Headlines
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Vision
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Org Chart
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1-on-1
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Process
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Directory
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Mastery
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Assessments
Table of Contents
The Data Tool
The Data tool simplifies setting up and managing your team’s Scorecard to keep track of goals on five levels:
- Organization-wide
- Leadership Team
- Departmental
- Teams
- Individuals
Reviewing the Data tool every week is a critical function of team meetings.
Primary Functions of the Data Tool
The primary functions of the Data tool include:
- Creating KPIs
- Customizing Scorecards
- Organizing Scorecards
- Editing KPIs
- Maintaining KPIs
- Goal Forecasting
- Removing KPIs
📖 Are you new to the Data Tool? Check out our introduction article here.
Operating Scorecards According to Your User Role
The functionality of the Data tool changes based on each user's role in Ninety. Click here for a basic understanding of user permissions for this tool.
Customizing Your Scorecards
To customize your team’s Scorecard
- Click Data from the left navigation.
- Choose your team from the dropdown.
- Click the gear icon on the right of the Filters bar.
Changing any of the Data tool settings affects all the team's Scorecards (Weekly, Trailing, Monthly, Quarterly, and Annual).
Hide Current Week
Hide the current week’s column from your team’s Scorecard by clicking the toggle to its active position.
A similar feature is available for the Monthly, Quarterly, and Annual Scorecard tabs.
Trailing Scorecard
With Trailing Scorecard enabled, you have an additional Scorecard tab in the Data tool: Trailing 4 & 13 Weeks.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15595/4032521/1714660696878-Trailing%2BFour%2BWeeks%2BScorecard.png)
Add pre-existing weekly KPIs to this tab to see real-time calculations of the Measurable over trailing 4 or 13-week periods. Each KPI's goal and scores are carried over directly from their weekly Scorecards.
To add a pre-existing Measurable to your Trailing Scorecard:
- Click Data from the left navigation.
- Select a team from the dropdown.
- Click the Trailing Scorecard tab.
- Click the plus sign.
- Click Add an Existing KPI.
- Search for and then click the KPI you wish to add.
- Click Save.
To populate all your team’s non-smart Weekly KPIs to your Trailing Scorecard:
- Click Data from the left navigation.
- Select a team from the dropdown.
- Click the Trailing Scorecard tab.
- Click the plus sign.
- Click Add all Non-Smart KPIs from Weekly Scorecard.
- Click Save.
Displaying the Average or the Total
You can choose to display the average or the total for each KPI.
To turn on or off the average or total column:
- Click the gear icon on the right of the Filters bar.
- Use the toggles to turn on or off a column.
If you have both columns on, you may want to disable one of the columns for a particular KPI. For example, any KPIs based on a percentage would only benefit from the average column, and some CSAT KPIs do not need the total column.
To turn on or off the average or total column on an individual KPI:
- Click on the KPI to open its details card.
- Click the toggle.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15595/4032584/1714660902535-Hide%2BTotal%2BOn%2Ban%2BIndividual%2BKPI.png)
Measurable Total Column
Enabling the KPI Total column adds a column to all the team’s Scorecards to show the sum total of each KPI.
To change the number of reporting periods for the KPIs on a Scorecard, click the dropdown on the top right and choose your preferred option.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15595/4032589/1714660986596-Number%2Bof%2BReporting%2BPeriods%2Bon%2Ba%2BScorecard.png)
Measurable Average Column
Enabling the KPI Average column adds a column to all the team’s Scorecards to show the average score of each KPI.
To change the number of reporting periods for the KPIs on a Scorecard, click the dropdown on the top right and choose your preferred option.
KPI Status Color
When the KPI Status Color Indicator toggle in Data Settings is toggled on, a vertical, colored line appears on the far left of each KPI on the team’s Scorecard. The status color is based on each KPI's goal — often called its target.
🟩 Green indicates the KPI has been on track for the previous three reporting intervals.
🟨 Yellow indicates the KPI was off track at least once over the previous three reporting intervals.
🟥 Red indicates the KPI was off track for the previous three reporting intervals.
Changing the Start Day
Choose the start day for Weekly KPIs that best fits your organization.
There are two ways to change your Scorecard’s start day, changing it in the Data tool or changing it organization-wide through company settings.
To change it in the Data tool:
- Click Data from the left navigation.
- Click the gear icon on the right of the Filters bar.
- Click the KPI Weekly Start Day dropdown.
- Click a weekday.
Or, to change it in your company’s settings — which changes the start day for the whole organization in Ninety:
- Click your name from the bottom of the left navigation.
- Click Company Settings.
- Click the KPI Weekly Start Day dropdown.
- Click a weekday.
Changing the start day for your Scorecard’s reporting period affects all historical Scorecards.
Organizing Your Scorecards
Organize your Scorecards by dragging and dropping KPIs into the order that most benefits your team.
To drag and drop KPIs
- Click the Drag and Drop toggle on.
- Hover over the KPI you want to move.
- Click and hold the 12 dot icon on the far left of the KPI's row.
- While holding the click, move your cursor to drag the KPI up or down.
To add line breaks between groups of KPIs
- Ensure the Drag and Drop toggle is on.
- Hover over the bottom KPI of an identified group.
- Click the bolded line icon on the far left of the KPI's row.
Frequently Asked Questions (FAQs)
How do I add the trailing Scorecards?
To add a Trailing Scorecard for your team:
- 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 Trailing Data toggle on.