Note: Before creating custom KPIs for your divisions, please ensure that you have imported divisions for your company. More information can be found from the following help article: Getting started with Divisional Analysis
Fathom enables you to easily create custom KPIs to track the performance of your divisions.
To do so, proceed to ‘Step 4 - KPIs’ of the company setup, then select ‘Create a KPI’. You are able to create custom divisional KPIs using:
- Account Watch KPIs
- Tracking KPIs
- Formula 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’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 filtered by division.
Tracking 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.
Formula KPIs for a single division
Using the KPI formula builder, you can create your own custom divisional formula KPIs.
Formula KPIs for multiple divisions
You can also create a custom formula KPI which tracks the performance of multiple divisions.