Log in
Free trial
The Business Plan Shop
  • Our platform
  • Online business plan software
  • Online forecasting software
  • Business plan templates
  • Financial dashboards for small businesses
  • Pricing
  • Reviews and testimonials
  • Free trial
  • Log in
  • Help center
  • Who do we help?
  • Startup founders
  • SMB owners and CFOs
  • Financial advisors (consultants and accountants)
  • Resources
  • What is a business plan
  • How to write a business plan
  • Business plan outline
  • Alternative to writing a business plan with Excel
  • Easier way to create a business plan than Word
  • Free business plan template
  • More resources on our blog

How can I use the non-financial data module?

This article explains how to manage your non-financial data in The Business Plan Shop's software.

using the non-financial data tab in The Business Plan Shop's software

What is the non financial data module?

The non-financial data module enables you to import and edit non-financial data from other avenues (such as spreadsheets) in order to analyse them in the software.

Importing non-financial data enables you to:

  • Analyse the historical non-financial performance of your business
  • Define Key Performance Indicators (KPIs) to track your business' performance

In order to import non-financial data you must first configure a financial data source in the data sources module.

How does the non-financial data module work?

Non-financial data tab

The non financial data tab allows you to view, import, edit and delete non financial data.

Comments & notes tab

The comments & notes tab lets you write important notes about your non-financial datasets that may prove useful at a later stage. These notes can be kept private or shared with other users collaborating on the same business plan.

Frequently Asked Questions

How can I add non financial data?
Show answer
  • Firstly, click on the add button above the table  adding a non-financial data source in The Business Plan Shop's software
  • You'll receive a message saying Non Financial Data
    • You’ll have to enter the date, description and value
    • The date will be the date at which the value has been measured
    • The description will relate to the configurations you made in the data sources module
    • The value will be the value of the description
  • Press the save button
  • Your non-financial data should now be added
How can I edit non financial data?
Show answer

If you are on desktop:

  • Firstly, use the filters above the table to locate the data you want to edit
  • Hover your cursor over that row. An edit button will now appear Editing non-financial data in The Business Plan Shop's software
  • Click on the edit button and change the value in the modal window (see “How can I add historical financial data?” for an explanation of the available fields)
  • Press save

If you are on mobile:

  • Firstly, choose the row that you want to edit
  • Click on the settings button at the end of the row Editing non-financial data in The Business Plan Shop's software on mobile
  • An edit button will now appear
  • Click on the edit button and change the value in the modal window (see “How can I add historical financial data?” for an explanation of the available fields)
  • Press save
How can I delete my non-financial data?
Show answer

Note:

  • If you want to delete large chunks of data, it might be easier to delete the entire data source and reimport clean data. Or delete a specific field in the data source configuration to delete all data associated with that field.

If you are on desktop:

  • Firstly, choose the data that you want to delete
  • Hover your cursor over that row
    • A delete button will now appear delete non-financial data in The Business Plan Shop's software
  • Click on the delete button
    • You’ll get a confirmation message saying “Delete Non Financial Data”
    • Click delete again
    • Your data should now be deleted

If you are on mobile:

  • Firstly, choose the row that you want to delete non-financial data for
  • Click on the settings button at the end of the row
    • A delete button will now appear delete non-financial data in The Business Plan Shop's software on mobile
  • Click on the delete button
    • You’ll get a confirmation message saying “Delete non financial data”
    • Click delete again
    • Your non financial data should now be deleted
How can I export my non-financial data?
Show answer
  • Click on the export button above the table  exporting non-financial data in The Business Plan Shop's software
  • The file will automatically download as a CSV
  • You can either view the downloaded file or save it
How can I import non-financial data?
Show answer

Make sure you have configured a non-financial data source in the data sources module.

  • Firstly, click on the import button above the table  importing non-financial data in The Business Plan Shop's software
  • The file must follow this format:
    • The first column must contain the import field id configured for the data source (this enables us to map the data to the corresponding field)
    • The second column must contain the date for data in format yyyy-mm
    • The third column must contain the value
  • Click Import
  • A notification will confirm the successful import, or show an error message explaining what went wrong

Go further with The Business Plan Shop

  • Manage your data sources
  • How to edit a data source
  • Manage your historical financial data

Was this page helpful?

Brilliant, thanks for letting us know.

Sorry to hear that.

How can we make this page better?

Easily create your
business plan

The Business Plan Shop | Business Plan Software

It's easy to create
a professional business plan
with The Business Plan Shop

Start Free Trial

Not ready to try ?
Learn more about our solution

  • Knowledge base
  • Companies
  • How can I use the non-financial data module?

Our Platform

  • Free Trial
  • Online business plan software
  • Online forecasting software
  • Financial dashboards for small businesses
  • Pricing
  • Reviews and testimonials
  • Log in
  • Help center

Business Plan Templates

  • Restaurant business plan template
  • Hostel business plan template
  • Auto repair shop business plan template
  • Bakery business plan template
  • Other business plan templates

Resources

  • What is a business plan
  • How to write a business plan
  • Business plan outline
  • Alternative to writing a business plan with Excel
  • Easier way to create a business plan than Word
  • Free business plan template
  • More resources on our blog

The Business Plan Shop

  • About
  • Legal and data protection
  • Contact

Language

English | Français

Follow Us

Copyright © 2013 - 2023 The Business Plan Shop Ltd. All rights reserved.