KPIs and Non-Financial

Add KPI account

  1. Click on the ‘Customise Data’ tab.
  2. Select the ‘KPIs/Target’ tab.
  3. At the bottom of the page, click the ‘Add Account’ button.
  4. Enter a name for the new KPI and click ‘Save’.
  5. Find the new account within the data grid and enter the actual and target values for the account.

You will now be able to display the KPI account using a Custom Chart or KPI Target Scorecard.

Add non financial account

  1. Click on the ‘Customise Data’ tab.
  2. Select the ‘Non-Financial’ tab.
  3. At the bottom of the page, click the ‘Add Account’ button.
  4. Enter a name for the new account and select whether you’ll:
    • Manually enter figures - enter manually from the data grid
    • Calculate actuals from Xero data - use report codes to build a formula (e.g. Wages/Salaries*100) Note figures don’t currently display in the data grid.
  5. Select to ‘Save’

You will now be able to display the non financial account using a Custom Chart

Edit or remove account

  1. From the Customise Data tab, open the relevant tab (KPI/Targets or Non Financial)
  2. On the left of your screen, locate the account and click the person icon - you can then edit the account.

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