Before adding targets for non-financial KPIs, please ensure that you have first:

  1. Created your non-financial KPIs

  2. Added actual results for these non-financial KPIs

Once this has been completed, you are now ready to add targets for your non-financial KPIs.

For individual entities

To add non-financial KPI targets for an individual entity, proceed to 'Step 5 - Targets' in the company settings.

You are able to manually input your non-financial KPI targets in the fields provided. From the dropdown box, you can select to use the same target each month, or different targets each month.

For more detail on setting targets, view our dedicated help article: Step 5 - Targets.

❗ Note: Right now we only allow for manual input of non-financial KPI targets. You're not able to import the data via Excel, or any other integrations.

For consolidated groups

First, ensure that any non-financial KPIs have been added to the KPI library. They will then become available in a consolidated group.

Proceed to 'Step 5 - Targets' in the consolidated group settings. You can then manually input your targets for non-financial KPIs.

Note: Your non financial targets will not automatically flow through from underlying entities by updating the group. You'll need to set them from Step 5 of the consolidated group settings.

For more detail on this process, view our dedicated help article on setting targets in a consolidated group.

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