Scorecard Filters

Use the following filters to display your KPIs the way that works for you and your team.

Team Dropdown

Many users are part of multiple teams in Ninety; ensure you have the correct team selected on the Team dropdown.
 

View By Dropdown

Use the View by dropdown to choose how you want to view your data: by week, month, quarter, or year. This determines how your KPI data is grouped and displayed in columns.

• Week — Display data in individual weekly columns (default for Weekly Scorecards).
• Month (read-only) — Display prorated data aggregated by calendar month. 
• Quarter (read-only) — Display prorated data aggregated by calendar quarter. 
• Year (read-only) — Display prorated data aggregated by calendar year.

When you select Month, Quarter, or Year views, Ninety dynamically displays prorated data based on your weekly entries. This means that weeks spanning multiple time periods are automatically split proportionally — so each month, quarter, or year receives accurate, calendar-aligned data without requiring manual exports or calculations.

Learn more about how prorated data works below.

How Rollup Data Is Displayed

How each KPI displays rollup data is determined in its details panel. When you're creating a New KPI or modifying an existing KPI (by clicking its row to open its details panel), adjust how rollup data is displayed in the Target section of the details panel.

By default, KPIs will total their values after selecting one of the read-only View by filters. Some KPIs, such as those with a percentage as their target, should be changed to the average setting.

To change how an existing KPI displays its rollup data:

1. Navigate to the intended KPI.
2. Click it to open its details panel.
3. Scroll down to the Target section.
4. Click the Show rollup data as dropdown.
5. Select Average or Total from the options shown.

Date Range Dropdown

Select the time period you want to analyze. Each Scorecard has its own default setting, and you can select any option from the dropdown:

• Custom — Define a specific date range.
• Last 13 Weeks — View the most recent 13 weeks of data (default for Weekly Scorecards).
• QTD (Quarter to Date) — View data from the beginning of the current quarter to today.
• YTD (Year to Date) — View data from the beginning of the current fiscal year to today.
• Current Quarter — View data for the entire current quarter.
• Current Year — View data for the entire current fiscal year.

The date range automatically adjusts based on your View by selection to ensure complete periods. For example, if you select "View by: Month" and "Date Range: Last 13 Weeks," Ninety fetches enough data to display complete months without partial periods at the beginning or end.

Ascending or Descending Toggle

Click the left arrow to view dates from the start of the reporting period to the end, or the right arrow to view dates from the end of the reporting period (often the current period) to the start.

Saving and Sharing Scorecard Views

Ninety's Scorecard tool automatically saves your filter selections in the page URL, making it easy to return to specific views or share them with teammates.

When you change filters (such as the date range or team selection), the URL updates automatically. This means you can:

• Bookmark specific views — Save frequently used Scorecard filter configurations for quick access and sharing.
• Share filtered views — Send a Scorecard link to teammates with your exact filter selections already applied.
• Use browser navigation — Use your browser's back and forward buttons to navigate between recent filter options.
• Refresh without losing context — Your filter selections persist even after reloading the page.

Multiple Scorecards

The Scorecard tool gives each team in Ninety four Scorecards. Each Scorecard (Weekly, Monthly, Quarterly, and Annual) hosts its own set of KPIs, which are organized by groups.

KPIs cannot be automatically converted into another Scorecard. For example, Weekly KPIs cannot be displayed on the Monthly, Quarterly, or Annual Scorecards.

Rolling Up Weekly Data

The View by filter gives you the flexibility to analyze your Weekly Scorecard data at different time horizons without creating duplicate KPIs.

How it works:

1. Select your Weekly Scorecard.
2. Choose your desired View by option (Month, Quarter, or Year).
3. Select your Date Range.
4. Ninety automatically aggregates your weekly data into the selected time period.

When you roll up weekly data, the column headers display clean period labels (such as "Q1," "Q2," "Q3") instead of specific date ranges, making it easier to analyze trends over time.

Example: Rolling up a Weekly Scorecard to a quarterly view displays the same aggregated results as viewing a Quarterly Scorecard, providing consistency across different reporting levels.

Understanding Prorated Data for Weeks Spanning Multiple Periods

When you switch to Monthly, Quarterly, or Yearly views in the View by dropdown, Ninety automatically handles weeks that overlap between different time periods using prorated data calculations.

How It Works:

For weeks that span multiple months, quarters, or years, Ninety proportionally distributes the weekly data based on the number of days in each period.

Example: If a week runs from October 27 to November 2:

• 5 days fall in October (Oct 27-31).
• 2 days fall in November (Nov 1-2).
• Ninety assigns 5/7 of that week's data to October.
• Ninety assigns 2/7 of that week's data to November.

This prorated calculation ensures that:

• Monthly, quarterly, and yearly totals are aligned with the calendar and accurate.
• You don't need to export data or perform calculations manually.
• Each time period receives the appropriate share of weekly performance data.

Important Notes:

• Data is prorated at the weekly level (not at the daily level).
• The system splits weekly entries proportionally across the relevant time periods.
• This automatic calculation applies to all KPIs when viewing aggregated data.

Default KPIs On Scorecards