This feature is included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can be upgraded to Fathom Pro at any time.

Access the KPIs Settings for a Benchmark Group

To access a benchmark group's KPI Settings:

On the 'My Companies' page, hover over the benchmark group.
Click the Cog/Gear icon.
In the grey banner, select KPIs.

Select KPIs for comparison and ranking

In ‘KPIs’ for a benchmark group, you can specify which KPIs, or key performance indicators, you wish to include in your benchmark analysis.

Click the '+' icon next to each KPI to include it.

For example, you may wish to exclude financial KPIs and limit the analysis to only non-financial KPIs. Or perhaps you wish to limit the KPIs reported in the benchmarking analysis and reporting to a small set of KPIs that each underlying company in the group tracks.

Limit which roles can view all KPIs

Checking this option for Admin, Editor, or Advisor-level users enables them to view KPIs not added to the benchmark group in the Compare and Rank tools.

This ensures Client or Viewer-level users can only view the KPIs directly added to the benchmark group while providing access to additional data in the Compare and Rank for other users.

Use custom KPIs in a benchmark group

You are not able to create custom KPIs in a benchmark group. Custom KPIs must first be created at the individual company level and then added to the KPI Library. They will then be available for selection in the benchmark group.

❗Notice: Only Admin-level users can add KPIs to the KPI Library.

To add a custom KPI to the KPI Library:

Go to ‘KPIs’ in one of the underlying companies in the benchmark group. If the group has not yet been created, then go to one of the underlying companies that will be in the group.
Has the custom KPI already been created in the underlying company?
1. If not:
  1. Click Add a KPI
  2. Select + New custom KPI
  3. Choose to create a Non-financial, Account Watch, or Formula KPI
  4. While creating the KPI, check the box to ‘Add this KPI to your library’
  5. Finish creating the custom KPI
2. If it has:
  1. Click the Three dots icon to the far right of the KPI
  2. Select Edit
  3. Check the box to ‘Add this KPI to your library’
  4. Update the KPI

You’ll need to add the custom KPI to the KPI Library in at least one of the underlying companies of the benchmark group. Once the group is created, the KPI will automatically flow through all of the underlying companies and into the benchmark group.

📝 Note: The custom KPI must be active in at least one of the companies in the group to appear in the benchmark group.

Select the primary metric for the compare tool

In ‘KPIs’ in the group, you’re also able to choose which KPI should represent the dot size in the compare tool. The dot size allows you to always keep track of the results for the primary metric even when comparing across all other metrics in the compare tool.

Next steps

Congratulations on selecting KPIs for your benchmark group! Continue the 'Benchmark Group Creation Workflow' to finish setting up your benchmark group for analysis and additional reporting options by choosing from one of the next steps below:

What you want to do:	Next step:
Ready to set the permissions in the benchmark group?	Set Permissions in the Group
Happy with the permissions in the group and ready to set the privacy options?	Privacy in a Benchmark Group

Learn more