Trend charts are useful for tracking business performance over time. In Fathom, you can use trend charts to compare any KPI (financial or non-financial), any item from the financial statements, or any account from the Chart of Accounts.
You can choose from:
- Line charts
- Bar charts
- Area charts
Adding trend charts to your report
To add trend charts into your report, proceed to the sidebar on the left side of the Report Editor and select the ‘Charts’ tab.
By default, you will see a range of Revenue trend charts to select from. Use the smart text filter at the top to find your desired chart, and add it to your report by clicking, or dragging and dropping.
Editing a trend chart
Any trend chart you add can be easily customised to your liking. Once added to your report, simply double click anywhere on the chart to bring up the properties panel.
From the properties panel, you can customise the:
- Title of the chart
- Series being analysed. You can select a maximum of 6 series.
- Colour and type of each series (line, bar, area)
- Frequency of results (monthly, quarterly, annual). This will affect the x-axis.
- Date range
- More options
Adding a series or comparative to your chart
To add a new series, click 'Add or remove variables' to access your KPIs, summary P&L and Balance sheet, as well as any account from your Chart of Accounts.
You can select multiple series at a single time to add to your chart (up to a maximum of 6).
Depending on the purpose of your chart, there are two options to choose from when adding a new metric to your chart: add a series (another metric) or show a comparative.
You can add a comparative series by clicking the 'More options' icon (3 dots) for any existing series. You can select to compare against:
- Last year
- Rolling 12 period average
Managing the date range (Projections)
You can select a custom date range in the properties panel. This will give you full control over the periods included. You may choose to show future periods from budgeted or projected data (using the rolling average). This can be changed in Advanced Settings (detailed in the section below).
You can also highlight the current period, trim periods without results, and choose to show or hide the legend on the chart.
Overlaying multiple chart types
You can 'combine' two types of charts to create unique visualisations. For example, you may wish to use both a line and bar graph in the one chart. Click the 'line' icon next to a series to change its type. You can combine all three (line, bar, or area) chart types within one chart.
Each series in a chart can be further tailored within the 'Advanced Settings' for that series. You access these using the three dot menu next to the series colour and type.
The advanced settings panel will slide in from the right.
You can now:
- Change your line style - dashed, dotted or solid
- Display or hide the markers for each point
- Show a 'fill' underneath 'Line' style series
- Show a future projection. This can use any budget data that has been loaded or it will take the previous 12 months average and use that to project a straight line into the future
- Cumulate results across time
- Provide a shaded fill for any time a series drops below zero. For example: