You can add non-financial drivers to Futrli from an Excel template.
You can then use non-financial drivers in forecasts and formulas, or add them to a report or dashboard. You can also group these non-financial drivers, or leave them as individual non-financial drivers.
Step 1 - Download the template
Go to the non-financial drivers section, found through the Settings dropdown in the top menu bar.
Click Create non-financial driver.
In the Creation method dropdown, select Upload drivers from Excel.
Click to download the template.
Step 2 - Populate the template
After you download the template, you can populate the following cells.
You need to make sure you follow the specific format for the file to upload successfully.
Cell B1 - Import type | The type must be Drivers. Make sure not to change this field. |
Cell C1 - Organisation name | The organisation name must be the same as the organisation you’re uploading drivers to. |
Cell C3 - Start date | Define the start date. This cell will also set the date in cell E5. |
Cell C4 - End date | Define the end date for the driver. |
Column A - Driver group name | Add the driver group name if relevant. |
Column B - Driver name | Enter the name you want to display when selecting the driver from within Futrli. |
Column C - Store on | Specify the day of the month you want to set the Driver against. If left blank, the default will be the first day of the month. |
Column D - Decimal display | You can upload drivers with up to six decimal places. |
Column E onwards | Add the drivers values from column E onwards. |
Step 3 - Download then import the populated Excel template
After you fill in the template, make sure to save a copy.
You can now go back to the Upload drivers from Excel window and select the saved template.
If there’s any error blocking the upload, an error message will display with the detail of the problem, and how to resolve it.
If the upload is successful, click Finish to complete the upload.
Next steps
You can update the non-financial drivers, or upload new ones.