Joiin Help Centre

The Non-Financial Data (NFD) feature in Joiin is a powerful tool for capturing, consolidating, and reporting on key business metrics alongside your financial data.

This lets you create comprehensive reports that combine financial performance with operational KPIs, giving a complete picture of your organisation's performance.

Then follow a few simple steps to create a new widget that displays this information on your Dashboard or in Saved Reports.

NOTE: Non-Financial Data can also arrive automatically through a Connection, which is a live link between Joiin and an external system. Stripe is the only Connection available for now, and we'll add more over time. Data from a Connection appears as read-only Non-Financial Data items and works everywhere your own items 
do. See the Connections article for how to set one up.

PRO: Non-Financial Data is available in our PRO and MAX packages.

Adding Non-Financial Data to a group of companies

1. Click the Settings cog in the top-right corner of the Joiin interface.

2. Navigate to the Non-Financial Data page.

3. You can either upload a CSV file via our templates, choose a pre-defined template or start adding new accounts manually. 

When selecting templates, choose from pre-configured non-financial data items; select the template that matches your industry, fill in the empty accounts, and save.

4. Once created, click on the new account and enter the relevant data and save. For example, enter the number of sales representatives. 

Once you've added items, they will appear on the standard KPI Report and can be used in Custom Layout formulas to build your own KPIs as described below. 

Link Non-Financial Data to Companies and Groups

Non-Financial Data (NFD) items can now be linked to individual companies or to groups of companies. This provides greater flexibility in structuring and reporting operational metrics. 

For example, you can track Headcount at the company or group level and combine it with financial data to create KPIs such as revenue per head or utilisation rates. 

Additionally, you can now access and manage company groups more quickly directly from the Companies list page, making it easier to maintain your reporting structure. 

Uploading Data for multiple companies in one file.

You no longer need to upload once per company. Add a company column to your CSV with the company name in each row; each row links to that company when you upload. The figures stay at company level, so you can still report per company and build metrics such as revenue per head.

How to create a Non-Financial KPI 

We recommend creating a single report that houses all your KPIs, allowing you to access your entire KPI library in one place.

1. Run your desired Report from the left-side toolbar (we recommend using the combined reports)

2. Select the Report Layouts box in the top left corner

3. Either select Create from built in or Edit to make changes to the layout

4.  Create a New Formula and name it after your KPI.

 5. Use the search function to find your NFD metric and include it in your formula.

6. Save your new layout.

How to Add NFD to your Dashboard 

1. Go to the Dashboard page via the left-side toolbar

2. Click Create New Widget in the top-right corner

Select Custom KPI from the list of widget types.

Choose Built-in KPI as the data source if you want to add non-financial data directly, or select your Custom layout if you wish to add a custom metric

In the "Select KPIs for chart" box, add the non-financial accounts you just created or add your formula.

Choose from the available widget types, amend your display options and click Save.

The non-financial data will now appear on your dashboard.

Adding NFD Budgets

Joiin lets you apply budget data to each NFD item. To do so:

1. Create or Edit a budget via the Budgets page

2. Select Non-Financial Data in the top right corner of the budget

3. Use either the Add Account button to add figures line by line or the CSV upload option to upload in bulk

NOTE: : The Non-Financial Data will only be available for Budgets currently. The same options will not be found when producing a Forecast.