AB Report
AB Report
Getting Started

Tracking non-financial metrics

As an EPM system, AB Report deals with aggregated management information, which can be both financial and non-financial. AB Report supports the manual collection (or import) of non-financial metrics for use in reports or other calculations.

Examples of non-financial metrics:

  • Marketing

    • Market coverage
    • Visitors
    • Leads
    • New customers
    • Industry benchmarks

  • Sales

    • Retail space, square meter
    • Monthly calls
    • Customer demographics
    • Customer feedback

  • Quality Metrics

    • Defects
    • Error rates
    • Adherence to quality standards

  • Internal processes

    • Internal transportation
    • Resource use

  • Customer Satisfaction

    • Net Promoter Score (NPS)
    • Customer Satisfaction (CSAT)
    • Customer Churn
    • Customer support tickets

  • Manufacturing

    • Throughput
    • Capacity utilization
    • Defect rate
    • Cycle Time

  • Service

    • Billable hours
    • Billable tasks/operations

  • Employees

    • Number of Employees
    • Working hours
    • Training hours
    • Absenteeism

Non-financial metrics are tracked and analysed with the same business dimensiona as financial data.

Setting up non-financial metrics

The list of non-financial metrics is displayed on the Key Performance Indicators page with the KPI calculation type "manually entered".

Tracking non-financial metrics

To track non-financial metrics, you need a special document template with Rows and Closing Action attributes, like this one. Non-financial metrics with required business dimensions are posted to the Non-Financial Data Ledger in the Accounting menu section. The data is available for use in reports.

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