Setup Organisation
Organisation - Add and Manage
Purpose Create a new Magnifi file for an entity so you can import data, set up structure (divisions, segments, groups), and begin forecasting and reporting. When to Use You’re onboarding a new client or creating a fresh file for your own business. ...
Segments - Create and Report
Purpose Segments allow you to combine multiple divisions into a single reporting view. This is useful when you want to compare or report on a selected group of divisions rather than the entire organisation. When to Use You need to report across ...
Organisation Structure - Overview
Organisation Structure – Overview Purpose Explain the different ways to structure your Magnifi file for reporting, including when to use divisions, groups, and segments. When to Use Use this guide when you need to: • Set up a new Magnifi file and ...
Groups - Create and Manage
Purpose Create a Group to consolidate results across multiple entity files. Groups provide consolidated reporting while still allowing you to view results at the individual entity and division levels. When to Use You manage multiple entities in ...
Divisions - Create & Manage
Purpose Divisions allow you to create multiple projections within a single Magnifi file and view results either at the division level or at the overall organisational (All Divisions) level. They are also useful for simple consolidations, where ...