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.
π 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:
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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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π 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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