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Update executive scorecard KPI from monthly sheet value

Automatically look up the monthly KPI metric from your Google Sheets across Schedule by Zapier and Ninety. Automatically update executive scorecards when monthly run fires, scheduled day arrives, or metric values changeβ€”so you can fetch the metric, validate it, and refresh KPI values without manual scorecard updates.

How this automation refreshes your scorecard KPIs

When your monthly schedule fires, delays can leave executive dashboards showing outdated KPI values. This automation looks up scorecard metrics, filters invalid values, and updates Ninety KPIsβ€”so your team can review current performance faster.

  1. 1.Runs the monthly workflow

    Integrate Schedule by Zapier and reporting systems to start the monthly check and trigger KPI updates.

    Schedule by Zapieror swap with your favorite app
  2. 2.Looks up worksheet row metric

    Integrate Google Sheets, worksheet row lookup, and reporting systems to fetch the configured worksheet row and map the metric value.

    Google Sheetsor swap with your favorite app
  3. 3.Skips blank or nonnumeric metrics

    Integrate Filter by Zapier, data validation tools, and numeric checks to continue only when the metric is present and numeric.

    Filter by Zapieror swap with your favorite app
  4. 4.Updates executive KPI and period

    Integrate Ninety and KPI tracking tools to update the configured KPI identifier with the metric value and period.

    Ninetyor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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  2. Step 2

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    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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