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Can you delete or reset your forecast?

Want to start over with your forecast?

Updated over 3 weeks 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.

Delete or reset your forecast

You can delete your forecast or reset the baseline from the Forecast Settings.

Deleting or resetting your forecast is a permanent action, and you cannot roll back or recover these changes.

To delete or reset your forecast:

  1. Click the Cog/Gear icon on the left sidebar of your forecast.
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  2. Click the General tab.
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  3. Scroll down to the Danger zone section and choose an option:
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    1. Reset baseline or
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    2. Delete forecast.

Reset the Baseline

Resetting your forecast is a non-recoverable action that will clear all your current baseline data, including:

When you reset your baseline, you will be able to choose the default value rules and timing profiles you want to use in your forecast.

Delete your forecast

Delete your entire forecast and start from scratch. This allows you to set the forecast up again using the onboarding fields. Deleting your forecast is a non-recoverable action.

❗Notice: Before deleting your forecast, we recommend downloading the Forecast Value Audit report for your records.

Learn more:

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