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.
• It Enhances visual clarity, simplifies differentiation, and improves 9 Box matrix usability.

Note: Only Super Users have access to Settings.

Step 1

Navigate to Settings → Performance → Dashboard from the left navigation panel. The 9 Box Matrix page is the default landing page.

On the 9 Box Matrix page, click on the Edit icon of the required 9 Box Matrix.

Step 2

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

Enter the required Group Name, pick a Color from the palette, and click on the tick mark to Save.

Step 3

To create another group, click on the + Add Group button, give a name for the group, and Save.

Step 4

To add the grouping elements to the matrix, click on the + Add matrix button, and select the groups from the list.

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

Related Answer Post

To know more about How to customize 9 box matrices in Profit.co, click here.