With Spotlight, you can monitor non-financial data against set targets. Once you've done this, you can report on the data in a custom chart.
The default non-financial accounts
There are a number of default non-financial accounts included in Customise Data.
Sales - closed
Sales - enquiries
Sales - items
Sales - leads
Sales - online
Sales - store
Sales - transactions
Staff - departures
Staff - total
Time - Billable
Time - Non-billable
Entering values to default accounts
As each default account already has a report code set, you can enter the required values directly into the relevant months.
You have the option to import data from Excel or manually enter the figures directly into the data grid. If you wish to learn about Excel imports you can read about this from the Excel import article.
From the Customise Data tab, click the Non-Financial tab.
Locate the account you want to amend, then enter the actual values directly into the data grid against the account name.
Below the actual line, there is also a Target line. The target line relates directly to the account above, you enter your target values directly into this line.
Note: When entering non-financial values to the data grid, you should enter the month-end balances.
Each time you run your report, you will need to enter the target and actual values for any new months. You can now display the accounts using a Custom Chart or KPI Target Scorecard.