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Use Divisions in KPIs

Create custom KPIs to track the performance of your tracking categories, classes, locations, jobs, or cost centres

Updated over a month ago

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.

Create KPIs with divisional data

❗Notice: Before creating custom KPIs for your divisions, please ensure that you have imported divisions for your company.

Fathom enables you to easily create custom KPIs to track the performance of your divisions. To do so:

  1. Go to KPIs in the company's Settings.
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  2. Click Add a KPI.
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  3. Choose + New custom KPI
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  4. You can create custom KPIs with divisional data using:

📝 Note: KPIs that reference divisions can only be used by an individual company. Any KPIs that reference divisions will not be available for use in a consolidated group unless those divisions are imported as standalone entities. For more information, view the following article: Consolidating KPIs.

Account Watch KPIs

Account watch KPIs enable you to track any account from your general ledger as a KPI in Fathom. Creating an Account Watch KPI will make a key account or heading’s results more visible as a KPI in Fathom’s Analysis tools.

When creating an Account Watch KPI for a company with divisions, Fathom enables you to track accounts and headings filtered by division.

Divisional KPIs

Divisional KPIs are only available for companies that have imported divisions. These KPIs allow you to filter key Profitability and Growth metrics in Fathom by division.

📝 Note: Divisional KPIs were previously called 'Tracking KPIs' in Fathom.

Formula KPIs

Using the KPI formula builder, you can filter the variables in a formula KPI by division. You can build a formula using only one division or multiple divisions in a single formula.

Example 1

Example 1: A pet store owner wants to measure the contribution margin of the Dog & Cat Supplies department. The formula for the contribution margin would be:

(Sales Revenue - Variable Costs) / Total Revenue

Example 2

Example 2: A pet store owner wants to measure the percentage of revenue contributed by the 'Dog & Cat Supplies' and the 'Small Animal Supplies' departments. The percentage of revenue formula would be:

(Revenue Division A + Revenue Division B) / Total Revenue

How to add divisional data to a Formula KPI

To create a Formula KPI with divisional data:

  1. Go to KPIs in the company's Settings
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  2. Click Add a KPI
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  3. Choose + New custom KPI
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  4. Select Formula KPI
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  5. Name the KPI
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  6. Add a description
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  7. Choose the Unit of Measure, Aggregation, Target Type, and Category
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  8. Create the formula.

    1. Type in a variable or use the search option

    2. When selecting a variable, you'll have the option to select the results for a division or the company total.
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  9. Select Create KPI

Next steps

Continue the 'Use Divisions Workflow' by choosing from the options below.

What you want to do:

Where to go:

Perform divisional analysis

Using Divisions in the Analysis Tools

Report on your divisions

Reporting on Divisions

Learn more

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