Before adding targets for non-financial KPIs, please ensure that you have selected or created the non-financial KPIs which are relevant for your business. Go to 'Setup' for a company > In 'Step 4: KPIs' click on the 'Create a KPI' button.
Then, ensure that you have imported or added non-financial results.
You are now ready to add your targets for non-financial KPIs.
For individual entities
When adding targets for non-financial KPIs, you are only able to manually input the data in 'Step 5 - Targets' of the setup process.
Note: You are unable to import this data via Excel, or via another method.
For consolidated groups
You must manually input your targets for non-financial KPIs in 'Step 5 - Targets' for a consolidated group.
Your non financial targets will not automatically flow through from underlying entities by updating the group.