IN THIS SECTION

• Overview
• Using Non Financial Data
  • Custom Layouts
  • Dashboard
  • Report Packs
• Loading Non Financial Data
  • Viewing Data
  • Adding Data
    • Adding Manually
    • Company / Group Link (optional)
    • Uploading Items
  • Editing Items
  • Linking Items to additional companies
  • Deleting Items
• Coming Soon

Overview

The Non-Financial Data feature in Joiin allows you to capture, consolidate, and report on key business metrics alongside your financial data. This powerful feature enables you to create comprehensive reports that combine financial performance with operational KPIs, providing a complete picture of your organisation's performance.

Using Non Financial Data

Once you've loaded your non-financial data items (see below) they become accessible in your standard KPI report and, from there, you can use them in a number of ways to produce the reports and metrics you need.

Custom Layouts

You can use Non Financial Data KPI items within Formulas in your Custom Layouts. This allows you to combine non-financial data with financial data to produce a metric (for example Revenue per Head).

Non-Financial Data items appear in the Formula Editor with the red N icon - so they can be easily used along with KPIs, Groups and other Formulas to build custom KPIs.

Dashboard

Using the Custom KPI dashboard widget you can display Non Financial Data KPIs directly on a Dashboard - or you can pick from a pre-created Layout formula to display custom metrics you have created yourself.

Report Packs

Like on the Dashboard, you can add Charts to Report Packs with Non Financial KPIs or custom formulas built with Non Financial Data.

Loading Non Financial Data

You can view and manage non-financial data via the Non-Financial Data option on the Settings (cog) menu at the top right.

Alternatively you can manage non-financial data through the Companies or Group Management pages.

Viewing Data

The Non-Financial Data page shows a list of all Non-Financial Data items with the values set for each item by year. Each item is a specific non-financial metric that you wish to include in your reporting, such as Head Count, NPS Score, Throughput etc. etc. You can name the items as you wish.

Each item has a Name, Description, Unit and Aggregation method and is optionally linked to a specific Company or Company Group - see below for more information.

You can change the year you are viewing the data for by selecting from the Year dropdown.

You can filter items by Company or Company Group by selecting from the Linked Companies dropdown.

Adding Data

You can add non-financial data in one of two ways: manually or via CSV file upload.

Adding Manually

To add manually, simply click on the Add Item button. The following options are available:

Once you've entered the desired properties, click on the Add Item button to add the item.

The values for each month will be populated with zero - you can then enter each value as required.

Click on Save Changes to save the item. Your data will now be available in the standard KPI report.

Company / Group Link (optional)

You can optionally link a non-financial data item to a specific Company or Company Group.

When a link is set:

    •    The values you enter are associated with that company or group.

    •    Reports will only include those values when the Companies filter (or Company Groups filter) includes the linked entity.

    •    If no link is set, the data is treated as unlinked and will appear whenever the item is included in a report.

Uploading Items

You can upload items from a CSV file. Simply click on the Upload File button.

NOTE: If you have filtered the list by Company or Group, when you upload, the items will be linked to that company or group.

The CSV file must be in the following format:

• The first row must be a header row with the following values: name, description, unit, aggregation, months..
• Any number of months may be included but must be consecutive.
• Unit must match one of the following values: 
  • number
  • percent
  • currency
• Aggregation must match one of the following values:
  • sum
  • start-balance
  • end-balance
  • average
  • min
  • max
  • median
• See sample file attached to this article.

NOTE: Joiin’s import process is designed to handle a wide range of file formats and layouts. Header dates can be in various date formats, and numbers can be formatted in different ways, including the use of brackets to indicate negative values.


You can also include additional header, summary, or total rows in your file - Joiin will automatically detect and ignore these if they don’t contain data. This flexibility helps ensure your imports are smooth, even when working with files from different sources or systems.

Once uploaded be sure to click on the Save Changes button to save your items.

If you re-upload a file, any month values for data items existing with the same name will be overwritten.

Editing Items

Once entered, you can edit the properties of an item by clicking on the edit icon next to the item name.

NOTE: Changing the Description, Unit or Aggregation of an item will change it for all instances of that item, across all linked companies or groups.

You can change the item values by editing the values directly on screen or re-uploading a file. 

Be sure to click on the Save Changes button to save your changes.

Linking Items to additional companies

You can link an item to an additional company or group by clicking on the plus icon next to the item. Select the company or group you wish to link the item to and an additional row will appear where you can enter new values.

Deleting Items

To delete an item, click on the Delete icon next to the item name.

NOTE: If you delete an item, any formulas you have created that reference that item will become invalid. You can edit the formulas as required to remedy this.

Coming Soon

In the future we will be adding connections to popular applications to allow Non Financial Data to be pulled into Joiin automatically. We will also be enhancing our Joiin Connect API to allow importing of data so that you can set up automated feeds into Joiin.