Web Chat: Non-Financial Metrics for Budgets & Reports
Metrics can be used as drivers to calculate values for your Budgets or KPIs. Especially non-financial metrics are valuable when including in reports to track the output, outcome and impact of funded programs. Simply include non-financial information within your reports to help tell the story of your organisation’s performance.
What you will learn in the Metrics for Budgets & Reports Webinar
 Register for this session to see how you can incorporate metrics in your budgeting and reporting process. This session will include:
- Adding and configuring metrics
- Entering budget and actual values for metrics each month
- Using metrics as drivers to build a budget formula
- Including metrics in KPI calculations
- Insert metrics directly into reports
Our Web Chats are interactive sessions where you will have an opportunity to ask questions along the way.
Who Should Attend the Metrics for Budgets & Reports Webinar
Attend this Web Chat to learn more on how to solve specific problems with Calxa, get an update on the latest features and maximise the power of Calxa software. This session is perfect for you if you:
- Want to deliver high-value and industry specific reports to your clients
- Need to track the success of funded programs
- Wish to report on more than just financial data
About Web Chats
You will find these free Web Chats interactive webinars that drill into an advanced topic around cash flow forecasting, group consolidations, budgeting, KPI and management reporting. For your convenience, these sessions are held monthly and are presented by one of our specialists. Attendees are invited to send through their questions and participate during the Q&A session.
If you can’t make it, register anyway to receive a recording of this session. Alternatively, have a look at the upcoming Web Chats to see what topics are going to be discussed.
About Calxa
Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. Most importantly, integrating with main-stream accounting systems like Xero, QuickBooks Online and MYOB are key to saving time. If you’re using an ERP system, Calxa can link directly with MYOB Acumatica, Microsoft’s Business Central, NetSuite and Sage Intacct.
The professional presentation of your management reports will impress your boss, the board, clients and bank manager. You can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets, tracking of cost centre performance and consolidation of multiple companies. Good financial reporting will help your organisation and key stakeholders make better decisions.
We understand people learn in different ways. Therefore, we provide you with various learning options.
- Have a look at our online help desk which is stocked with help notes, training videos and event recordings.
- Join us for our weekly and monthly live webinars. You can register here.
- If you can’t attend our live webinars, watch these recordings of Reporting Basics, Budgeting Basics, Cashflow Basics and Dashboard Basics.
- Or book an onboarding session with our support team to ask those questions important to you.
Please reach out if you get stuck during your Calxa Journey. We’re here to help. If you have not tried Calxa before, start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.