Navigating the Vision Tool
How to find the information you need in your team or company's Vision documentation.
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Insights
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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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Knowledge Portal
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OS Toolbox
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Assessments
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Partner Hub
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Integrations and Beta
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Account Options and Troubleshooting
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Mobile
Table of Contents

Use the following filters to navigate the Vision tool effectively:
- Team dropdown
- Share Vision toggle
- Leadership toggle
- Archive
Team dropdown
Like several of our other tools, the Vision tool is first sorted by team. Click the Team dropdown to select which team's Vision and goals you'd like to view, edit, or create.
Your company's leadership team can determine which parts of the organization's Vision are cascaded and viewable to other teams.
Share Vision toggle
Leadership team members have the Share Vision with All Teams toggle available. When enabled, all other teams in Ninety can click the View Leadership Vision toggle on to view the leadership team/company's Vision and Goals instead of their team's.

Alternatively, the leadership team can choose individual sections to share or hide. Here's how:
- Click
Edit Layout.
- Click
Manage Sections.
- Click the closed-eye icon (
) to hide a section and keep it private to the leadership team.
- Click the open-eye icon (
) to change a private section to public.
- Click Save.
- Click
Save and Exit.
Leadership toggle
When viewing a non-leadership team, users can click Share Vision with All Teams to view the leadership team's Vision. This toggle is not visible if the leadership team has disabled the Share Vision with All Teams toggle.
Archive
Click the Archive button () to archive a copy of your team's Vision or view an archived version.
Ninety's Default Vision Pages
The Vision tool begins with four pages:
- Vision
- Goals
- Long-Term Issues
- SWOT
Companies on a free plan can only use the Vision and Goals pages to begin documenting their team or company's Vision.
Click through the tabs below to learn how best to use these pages.
Vision
The Vision page includes sections to document your:
- Core Values — A set of guiding principles and behaviors that an organization desires to see consistently embodied by its team members.
- Purpose — Also referred to as Purpose, Passion, and/or Just Cause or your Compelling Why, this section describes the reason your organization exists (Purpose), the powerful emotions that influence you (Passion), and/or a future state so appealing that you're willing to go the extra mile to work toward it (Just Cause).
- Niche — Your Industry and Niche is a primary Focus Filter for your Vision, it describes what kind of business you're in and what you provide to that industry's market.
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Marketing Strategy
- Ideal Customer — Customers who embody a specific mix of geographic (where they are), demographic (who they are), and psychographic (what they want) characteristics.
- Unique Value Proposition — A company’s value creation promise to its customers, usually one of the following: cost, innovation, customer service, or status.
- Proven Process — Your organization's tried-and-true steps to acquire and retain customers.
- Guarantee — A promise from you to your customers.
This page is available to users on free and paid subscription plans.
Goals
The Goals page offers a one-page or one-screen look at your Compelling and Audacious Goals (CAGs), 3-year goals, 1-year goals, and 90-day goals. For the three sections below your CAGs, you can enter the following information:
- Future Date — The targeted due date to complete the goal(s).
- Revenue — Your gross revenue earned.
- Profit — Your net profit after expenses.
- KPIs — The key performance indicators you'll use to measure success.
- Goals — This area is different for each section; it lists certain mile markers or Rocks that you aim to have completed by the future date.
This page is available to users on free and paid subscription plans.
Long-Term Issues
Your team's long-term Issues list also appears on the Vision tool's Long-Term Issues page.
This page is available to all company's on a paid subscription plan.
SWOT
Record and update a SWOT analysis for your team or organization right on our platform.
This page is available to all company's on a paid subscription plan.