KPIs and Non-Financial

• Add KPI account
• Add non financial account
• Edit or remove account
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Add KPI account

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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 account and select whether you’ll:
5. Manually enter figures - enter manually from the data grid
6. Calculate actuals from Xero data - use the formula builder to create the formula. Please note that the actuals don’t currently display in the data grid.
7. Click 'Save'.
8. Find the new account within the data grid and enter the target values for the account.  If you chose to manually enter actuals and targets, you will also need to enter the actuals figures.
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You will now be able to display the KPI account using a Custom Chart or KPI Target Scorecard.
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Add non financial account

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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 click 'Save'.
5. Find the new account within the data grid and enter the actual and target values for the account.
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You will now be able to display the non financial account using a Custom Chart.
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Edit or remove account

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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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