Web Chat: Budget & Report with Non-Financial Metrics Video
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. This non-financial metrics video goes for 30 minutes and will demonstrate this functionality in the Calxa app.
This Non-Financial Metrics Video will focus on how Metric and KPIs can help your Business.
The Calxa team will show you how you can incorporate metrics in your budgeting and reporting process. You will learn actionable points like:
- 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
Who Should Watch the Non-Financial Metrics Video?
Above all, anyone who wants to enhance their reporting with Dashboards should attend. This session is perfect for you if you:
- Want to share impact metrics with stakeholders
- Need to show results-driven data around programs, project and funding success
About Web Chats
Web Chats are free interactive webinars that drill into an advanced topic around cash flow forecasting, budgeting, KPI and management reporting. These sessions are held monthly and are presented by different. In particular, 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. In addition, have a look at the upcoming Web Chats to see what topics are going to be discussed.
We understand people learn in different ways and provide various learning options. Firstly, have a look at our online help desk which is stocked with help notes, training videos and event recordings. In addition, you can book an onboarding session with our support team to ask those questions important to you. Above all, start today with a free-trial and connect to your accounts to find a new way of doing your monthly reports.
About Calxa
Calxa saves time for Businesses, Not-For-Profits and Accountants by automating budgeting, cash flow forecasting, group consolidations and KPIs, intelligently. Integrating with main-stream accounting systems like Xero, QuickBooks Online and MYOB as well as ERP systems such as Acumatica, Sage Intacct, NetSuite and Business Central are key to saving time. Equally, the professional presentation of your management reports will impress your boss, the board, clients and bank manager. Similarly, you can use Calxa for short or long-term projections, scenario modelling, grant acquittals, program budgets and tracking of cost centre performance. As a result, good financial reporting helps organisations and key stakeholders make better decisions.