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How can I track only non financial KPIs in Fathom?

How can I track only non financial KPIs in Fathom?

Want to use Fathom but don't have any financial data?

Updated over 2 weeks ago

In most cases, businesses using Fathom wish to track financial and non-financial KPIs. The first step in importing a company into Fathom is to import your financial data from your source accounting system.

But if you only wish to track non-financial KPIs, you will not have any financials data to import into Fathom. You can upload an Excel import spreadsheet that only includes non-financial KPI results. But before doing this, you must ensure that the non-financial KPIs you wish to track are defined in your KPI Library.

📝 Note: Excel-based companies must be imported onto a Fathom Pro plan.

How to import a non-financials-only company

To import a company with only non-financial data:

  1. Define your non-financial KPIs

    1. On the My Companies page, go to the KPI Library

    2. Create the KPIs you wish to track for your non-financials only company. You can create a folder to organise your KPIs in the KPI Library.
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  2. Create an Excel import spreadsheet

    1. Cell B1 should define the name of the company

    2. Cell B2 should define the first month of the financial year

    3. Cell B3 should define the frequency of the result data (i.e. monthly, quarterly, or yearly)

    4. The name of the KPIs in Column A should be the same as the KPIs you created in the KPI Library
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      💡Smart Tip: View the non-financial KPI import guidelines. A non-financials only company must be Excel-based and cannot be imported via Google Sheets.
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  3. Import your data

    1. On the My Companies page, select Add

    2. Choose Excel and Continue

    3. Choose a file to upload

    4. Select the Excel file you created in Step 2

You can then create reports and use the Analysis tools. You can also create formula KPIs in the KPI Library if the formulas only contain the non-financial KPIs as variables.
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📝 Note: When using the Analysis tools, Fathom will only provide access to a limited range of tools. Because this organisation has no financial data, you cannot access the profitability, cash flow, growth, goal seek and financial statement analysis tools. You also will not be able to create a forecast without financial data.

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