How to Update KPI data via Excel (Custom KPIs)

In this article we will describe the method for inputting/updating KPI's data via excel

1. Access the account in question, access the KPI Dashboard and click on “Enter KPI Data”:
   
   
   
2. Select “Export KPI” from the window
   
   
   
3. Use the drop down box to select the groups you wish to export. Ensure that the “Financial Statement” is ticked in order to update targets from your preferred accounting platform:
   
   
   
4. Select the Date range you wish to update, and press “Export”. Your web browser will then download a spreadsheet for you to access.
   
   
   
5. Open the downloaded spreadsheet, using the tabs at the bottom to navigate between KPI groups, and updating the purple “Actual”, “Target” and “Comments” Accordingly.
   
   
   
6. Once you have updated your desired figures, save and close your spreadsheet.
7. Re preform steps 1 – 2, however click “Import KPI” in this instance
8. Select your file to upload, and click “Upload”