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How does Fathom annualise KPI results?
How does Fathom annualise KPI results?

How Fathom calculates year-to-date KPI results

Updated this week

Why is this necessary?

When calculating year-to-date results for certain KPIs (e.g. ROCE, ROE, Activity Ratio, etc.), it is necessary to annualise results for values like EBIT or Revenue. This ensures that annualised results for these values are expressed properly as a percentage of balance sheet values.

Example: For the month of October, which has 31 days:

October Revenue is $96,569.
Annualised revenue = ($96,569 / 31) * 365 = $1,137,022

If the result is slightly different than expected using this formula, then this will likely be due to the precision and rounding. For instance, the revenue amount may actually include cents (e.g. $96,569.47).ย 

Can I create my own annualised KPIs?

You can create your own annualised KPIs within Fathom using the KPI formula builder.

Example: The annualised Revenue formula is -

Annualised Revenue = Revenue / Period Length x 365

'Period Length' is a default variable you can include in your formula. Search for your variables using the search bar in the middle of the screen.


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