Skip to main content

Group non-financial drivers

How to organise your non-financial drivers by grouping them.

Written by Futrli Support

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.

  1. Go to the non-financial drivers section, found through the Settings dropdown in the top menu bar.

  2. Click Create group.

  3. Enter a name for the group.

  4. Select at least one non-financial driver you want to be in the new group.

  5. 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.

Did this answer your question?