What are 'Non-Financial KPIs'?

Non-financials KPIs can be customised to suit any business or industry. You can define your own metrics or select from a range of recommended non-financial KPIs available in the KPI Library.  

For example, you could create KPIs to help monitor the efficiency of business operations, track customer satisfaction levels, measure staff performance, monitor the effectiveness of sales & marketing activities, and many other applications.

At present, non-financial results can be added manually or via Excel. There are no direct integrations with non-financial data sources currently (i.e POS, inventory management, CRM or marketing systems). 

Adding non-financial results

NOTE: Before importing or adding results for non-financial KPIs, please ensure that you have selected or created the non-financial KPIs which are relevant for your business. To create non-financial KPIs, go to 'Settings' for a company and in 'Step 4: KPIs' click on the 'Create a KPI' button.

Unlike financial KPIs, result data for non-financial KPIs is not sourced directly from your accounting system, and it must be imported to Fathom separately.

After you have created your non-financial KPIs (see above Note), there are two options for importing non-financial KPI results, outlined below.

Add non-financial KPI results manually

To manually add results directly into Fathom go to 'Settings' for a company, then in 'Step 1 - Update data' click on 'Add Results' under the heading 'Non-Financials'.

Importing non-financial KPI results from Excel

You can use Excel to maintain, import and update non-financial results in Fathom. 

More detail can be found in this help article.

Targets for Non-Financial data

You are able to input target data for non-financial KPIs in 'Settings > Step 5 - Targets' for a company.

Target data can only be inputted manually. There is currently no option to import target data for Non-financials via Excel.

For more information on importing and updating, see the following help article: Non-Financial KPI Targets.

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