When you create non-financial drivers, you can keep them organised by using groups.
EXAMPLE: You sell different types of drinks. You could create a group for drinks, add a non-financial driver for each type of drink, and then add them to the 'drinks' group.
You can then reorder how your non-financial drivers appear in your list.
Go to the non-financial drivers section, found through the Settings dropdown in the top menu bar.
Click Create group.
Enter a name for the group.
Select at least one non-financial driver you want to be in the new group.
Click Create.
This group is now available to select when you create a non-financial driver or edit a non-financial driver.
📌 TIP: You can move a non-financial driver to a different group. Either edit the non-financial driver and select a different group, or you can use the reorder tool.
You can then reference your group when choosing data in your reports or forecasts.
