Analysing performance in a consolidated group
For a consolidated group, you get access to all the same analysis tools as for a single company. In addition, you are able to perform breakdown analysis in a consolidated group with the 'Breakdown' analysis tool and an advanced option in the 'Financials' tool.
Breakdown Analysis Tool
This tool helps to rank the performance of each company within the group. In addition to viewing profitability metrics, you can view results for accounts in your chart of accounts or for KPIs.
To use the tool:
You can also click on the 'download' icon in the bottom left corner of the analysis tools to create a PDF report of the current view of the Breakdown tool.
Breakdown analysis within the Financials tool
Within the ‘Financials’ tool, you can click on any line item on the Profit & Loss or Balance Sheet to discover the breakdown across the consolidated group.
For further insights, sort your companies by result or by alphabetical order. You can also compare results against budget, last month, or same month last year.
Now that you’ve learned about the additional analysis available in consolidated groups, you may want to begin reporting on the consolidated group or forecasting for the group.
What you want to do:
Where to go next:
Invite others into your Fathom account to share insights
Create reports for your company
Begin forecasting in Fathom
Need to add another company to your Fathom account?