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What is an aggregation type?

The differences between the aggregation types for custom KPIs

This feature is included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can be upgraded to Fathom Pro at any time.

When you create a custom KPI, the 'aggregation type' determines how targets and non-financial KPI results roll up to quarterly and annual periods.

Settings _ KPIs and 6 more pages - Work - Microsoft_ Edge 2026-11-05 at 2.35.52 PM

For monthly targets and non-financial KPI results:

  • Average: The quarterly and yearly results are the average of the non-financial results or target values for the period
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  • Sum: Adds up all of the non-financial results or target values for the period
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  • Balance: Chooses the last month's target or non-financial result as the value for the quarter or year

For KPIs that include financial and non-financial variables, each variable will be aggregated according to:

  • Non-financial KPI results: Will be aggregated according to the aggregation type selected for the non-financial KPI.
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  • P&L Results: Profit & Loss, or Income Statement, KPIs are summed for the quarterly or yearly results.
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  • Balance Sheet Results: Quarterly and yearly results for Balance Sheet KPIs are determined by the ending balance for the KPI.

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