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KPIs

Configure and populate KPIs that you can use elsewhere in Reporting.

Updated over 2 months ago

Overview

Finstack’s KPI feature enables you to configure and track KPIs at both the group and entity levels. Manage KPI data across entities to streamline performance monitoring.

Key Benefits

  • Entity-Specific KPIs: Tailor KPIs to specific entities or groups of entities.

  • Efficient Configuration: Populate data manually or via Excel import.

  • Dynamic Reporting: Filter KPIs by entities for clear insights.

Getting started

Step 1: Access KPI Configuration

  1. Navigate to Setup > KPIs.

  2. View and manage existing KPIs or create new ones.

Step 2: Create or Modify KPIs

  1. Click Create new KPI to add a KPI.


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  2. Update the KPI’s:

    • Name: Click the text field to edit.

    • Type: Select Currency, Number, or Percentage.

    • Reposition/Delete: Use the arrow or trash icon.
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Step 3: Assign KPIs to the entire group or specific entities

  1. Apply KPIs to the Entire Group

    • Leave the entity filter at the default: Filtered Entities.

      Note: This setting integrates with the entity filter in Reporting, ensuring that formulas are filtered accordingly for consistency.
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  2. Assign KPIs to Specific Entities

    To organize KPIs for individual entities, group them under a KPI Group using the “Title” type:

  • Create a KPI Group Title:

    • Click Create new KPI.

    • Name it (e.g., “KPIs for Entity 1”).

    • Select “Title” from the KPI type dropdown.

    • Assign the Title to the relevant entity (e.g., FinStack X1)
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  • Add specific KPIs under the Title:

    • Click Create new KPI.

    • Name the KPI (e.g., “FTE Entity 1”).

    • Assign it to the same entity (e.g., FinStack X1).

    • Populate KPI values for each month.
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Step 4: Populate KPI Values

  • Manual Entry:

    • Enter values directly or paste data row-by-row using Ctrl+C and Ctrl+V.
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  • Import Values via Excel:

    1. Download the Excel template, by clicking “Import”, then “Export current KPIs”
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    2. Update the values within the template (note: instructions are provided at the top of the sheet).
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    3. Upload the completed file back into Finstack.
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Note: Working with formulas

  1. Import behaviour

    • Imported data only overrides static values.

    • Formulas are preserved and remain unaffected by the import process.

    • Formula cells in the template are greyed out to indicate they should not be edited.
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  2. Adding formulas

  • Click on a cell to access the Fx field and input your formula.

  • Start typing to reference a class (e.g., mapped data from PL, BS, CFS, or another KPI). The field will auto-suggest relevant options.
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  • Use the blue dropdown to filter by entity, if applicable.
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  • Add arithmetic symbols (+, ***** ****, /) as needed, then press Enter to confirm.

  • Remember, formulas apply to the entire row and may overwrite existing values.

  • Once complete, click Save to apply the changes.

Selecting Another Timeframe

  • Use the calendar icon in the top-right corner to limit the display to specific months, quarters, or years.
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Step 5: View KPIs in Reporting

  1. Navigate to Finance > Reporting > KPIs.

  2. Use the Entity Filter to focus on KPIs for specific entities.

  3. Dynamically display populated KPI values based on the selected entity or group.
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Tips

  • Combine Manual and Imported Data: Use manual entry for quick updates and Excel for bulk uploads.

  • Efficient Filtering: Toggle between entities for a consolidated or granular view.

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