Contents:
What is the Breakdown tool?
The Breakdown tool is designed to compare performance across the different areas of your business or consolidated group. This analysis provides insight into the performance of either:
All of your divisions (e.g. classes, locations, tracking categories, etc.) within a single company
All of the companies in a consolidated group
The Breakdown tool can be accessed from the left sidebar of the Analysis tools, by selecting the 'Breakdown' icon.
❗Note: The Breakdown tool is not available by default in individual companies. The tool will become available once divisions are imported for the company. The tool is available, by default, in consolidated groups.
Drilldown of results
Upon clicking on any row in the breakdown analysis, you will be able to view more details and a trend of recent results.
❗Note: Any amounts that are not classified to a division, are shown as 'unclassified'.
Customising the Breakdown tool
The Breakdown tool can be customised according to the following options:
Choosing a metric
You can select or search for any metric using the menu at the top of the tool. These metrics can be any KPI (default or custom), any Chart of Account line item, or any summary classification from the Profit & Loss and Balance Sheet.
Type of division being analysed
This option is only available if you have multiple types of divisions imported for a company. For example, QuickBooks allows for Profit & Loss accounts to be split by class and Balance Sheet accounts to be split by location.
With the Breakdown tool, you’re able to view the performance breakdown across classes or locations. You are not able to view the breakdown across both classes and locations at the same time.
Sorting of results
With the ‘Result’ or ‘A > Z’ smart text option, you have the ability to sort results from best performer to worst performer or by alphabetical order.
Changing the period or date range
In the top right corner of the Breakdown tool, you’re able to change the period and date range displayed in the tool. The first bolded smart text option allows you to switch between viewing monthly, quarterly, or yearly results.
The second bolded smart text option enables you to choose which month, quarter, or year’s results you are viewing.
If you imported data through the current month in ‘Step 1 - Update Data’, then you can also view results for month-to-date (MTD), quarter-to-date (QTD) or year-to-date (YTD) periods, and select the ending month for these periods.
Download a PDF of the Breakdown tool
You can download the Breakdown tool to PDF from the left sidebar. The download option is located in the bottom left corner.
The Breakdown tool can also be added to custom Fathom reports and downloaded as a PDF.
💡Pro Tip: You have the option to include a 'Basis of Preparation' or disclaimer statement as a page in PDF downloads. You can add or remove this statement in PDFs and customise the statement. Learn more in our 'Basis of Preparation statement' article.
Next steps
Learn about the next Analysis tools available for additional insights into company or group performance. Or learn about the other areas of Fathom and share your discoveries with others.
What you want to do: | Where to go next: |
Analyse the company's cash inflows and outflows | |
Analyse the company's growth | |
Invite others into your Fathom account to share insights | |
Create reports for your company | |
Begin forecasting in Fathom |