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  • About Us
    • Nick Setchell – RealTime CEO
    • Vistage & TEC WorkshopsNick Setchell has been working with Vistage, the world’s largest CEO organization, since 2001.
    • NewsSee what’s happening with RealTime CEO.
    • Economic Update Report
    • Contact UsReach out to us. If you’re interested in booking Nick to give a keynote address or workshop at your conference, please include the date and location.
  • Concepts
    • Fiscal Focus Financial Statement AnalysisUnlock the hidden numbers in your P&L and balance sheet to see how you’re performing in 11 vital metrics.
    • Should We? / Can We?View, in real time, the actual financial impact of the hundreds of business decisions your team makes every month.
    • 24 Month Rolling ForecastingBlend your trailing twelve months with a rolling 12-month forecast to get a complete financial picture of your business.
    • J Curve ManagementTrack the number of investments you’re undertaking, the 3 phases of each, and the 5 rules for managing them.
    • Return on Operations – ROOView your return on operations percentage — your ROO % — the most powerful number to measure business success.
    • CEO Performance AnalysisBenchmark your performance as a private-company CEO against others in your industry.
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How to enter Non Business Adjustments (NBA)

The Non Business Adjustments (NBA) component of data loading allows you to adjust out any costs or revenue in the accounts that do not relate to the business. They also allow you to include costs or revenue that are business related but not already in the accounts.

Non Business Adjustments can be made when loading monthly data or after loading monthly data.

Entering an NBA DURING the monthly data load:

  1. When loading a month of data into RTC, you are prompted with a Non Business Adjustment screen.
  2. Click Add a Non Business Adjustment.
  3. In the ‘Select the line to adjust‘ field, enter part of the account name to be adjusted and select from the list.
  4. The software displays the value for the account for the month being loaded. Enter the Adjustment amount. Check that the Adjusted Value is what you are expecting.
  5. Click Add Adjustment.
  6. To adjust a second account, repeat the above steps.
  7. To edit the amount, you need to delete the adjustment just created, and re-do it.

Entering an NBA AFTER the monthly data load:

Note: please Email Support if you need to adjust Balance Sheet values in RTC.  Only use these instructions for Income Statement adjustments.

  1. From the menu, select the Monthly Data screen.
  2. Choose the month/year you want to start from.
  3. Click the Edit button (top-right).
  4. Click on the 3 dots next to the line to be adjusted. Select Reallocate.
  5. In each month to be adjusted, enter the amount. e.g. For an expense, enter a negative amount to increase it or a positive amount to decrease it.
  6. In the ‘Select a Line’ field, type ‘NBA (Revenue)’ if it’s a revenue account being adjusted, ‘NBA (Direct)’ if it’s a direct cost, ‘NBA (Indirect)’ if it’s an Indirect Cost, or ‘NBA (Misc)’ if it’s a Miscellaneous account (purple). Tag the NBA line as NON-OPERATIONAL.
  7. Click Apply.

This adjusts the line you chose and puts the opposite side to a Non Operational line (NBA….) which gets excluded from dashboard calculations.

Make a note of any adjustments you make because if data is reloaded, they will need to be re-entered.



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