How to add colors and group boxes in 9 box matrices?

Profit.co now allows you to add colors to the 9 box matrices and group boxes in order to group employees based on their position in the box.

Why this feature?

This feature allows you to add colors and customize the 9 Box matrices, by adding colors to the groups you can easily differentiate between them and get better visualization and layout.

Note: Only Super Users have access to Settings.

Step 1

Navigate to Settings → Performance → Dashboard from the left navigation panel.

Step 2

In the 9 Box Matrices page, click on the Edit icon of the 9 Box Matrix A Action field.

Step 3

In the Custom page, scroll down and enable the Grouping toggle.

Step 4

To add/edit the color of the group, click on the pencil icon that is present next to the group name field. Pick a color from the palette and click on the tick mark to Save.

Here we have changed the color of the existing group named Top Performers.

Step 5

To create a group for the first time, click on + Add Group button, and give a name for the group. Here a group is created under the name Best Employee and click Save.

Step 6

To add the grouping elements to the created group, click on the +icon and select the groups from the list.

Step 7

Now the grouping is done and you can see it in the 9 box matrices layout.

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