In addition to importing non-financial KPI results manually, you can import results from an Excel (.xlsx or .csv) file. Using Excel as your source, you can import non-financial results for monthly, quarterly, or annual periods.
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. Go to 'Setup' for a company and in 'Step 4: KPIs' click on the 'Create a KPI' button.
To get started adding KPI results from Excel go to 'Setup' for a company and then select 'Update data > Non-financials > Import from Excel’.
Creating your Import File
To create a file for import, simply download a ready-made import template or follow these guidelines:
- Specify the company name in cell B1.
- Add the column headings – 'Custom KPI', and a name for each period.
- Add the name of each non-financials KPIs in column A.
- Add the results for each of your non-financials KPIs.
After you have created your import file, import this file by selecting 'Choose a file to Upload'.
Example Import File
Update your non-financial KPI results from Excel
At the end of the month or reporting period, you can update the data in Fathom by importing a new import file. If there are adjustments to prior period results, then we recommend that the import file contains data for all prior periods. Alternatively, the import file may contain only data for new periods that you wish to append to existing data previously imported into Fathom.