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List of Default Financial KPIs
List of Default Financial KPIs

A complete list of default financial ratios and metrics (KPIs) provided by Fathom

Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Fathom automatically calculates a comprehensive range of financial KPIs. These default KPIs draw their data from your financial statements. For more detailed explanations on each KPI and the formulas used to calculate each ratio, view the following help article: KPI Glossary.

These KPIs are available in Step 4 of the company Settings. See this article for more information: Step 4: Select KPIs.  

📝 Note: All of the KPI names listed below are according to the English (UK) terminology in Fathom. If your company or group uses a different terminology, you may want to temporarily switch the terminology to English (UK) for the company or group. This will make it easier to match the KPIs in your company to the list below. Learn more about terminologies with our 'Custom Terminology' article.


PROFITABILITY 

  • Total Revenue 

  • Gross Profit Margin (%)

  • Operating Profit Margin (%)

  • Profitability Ratio

  • Expense-to-Revenue Ratio

  • Net Profit After Tax Margin (%)

  • Breakeven Margin of Safety

ACTIVITY 

  • Activity Ratio 

  • Accounts Receivable Days 

  • Inventory Days 

  • Accounts Payable Days 

  • Work in Progress Days 

  • Cash Conversion Cycle 

EFFICIENCY / LEVERAGE 

  • Return on Equity 

  • Return on Assets 

  • Return on Capital Employed 

  • Gross Margin Return on Inventory

ASSET USAGE 

  • Asset Turnover 

  • Fixed Asset Turnover 

  • Working Capital Absorption 

LIQUIDITY (SOLVENCY) 

  • Current Ratio 

  • Quick Ratio 

  • Cash Ratio 

  • Operating Cash Flow to Current Liabilities

COVERAGE (DEBT SERVICE) 

  • Interest Cover 

  • Cash Flow Coverage 

  • Debt Payback 

  • Debt Service Ratio 

GEARING 

  • Debt to Equity 

  • Debt to Total Assets 

  • Equity to Assets

CASH FLOW / CASH POSITION 

  • Operating Cash Flow 

  • Free Cash Flow 

  • Net Cash Flow 

  • Cash on Hand 

  • Cash Flow Margin 

  • Operating Cash Flow to Net Income 

  • Cash Flow Adequacy Ratio 

  • Net Variable Cash Flow

GROWTH 

  • Revenue Growth 

  • COS Change 

  • Expense Change 

  • Gross Profit Growth 

  • Operating Profit Growth 

  • EBIT Growth 

  • Net Income Growth 

  • Asset Change 

  • Net Debt Change 

  • Equity Change

  • Growth Equilibrium

VALUE (SVA) 

  • Economic Profit

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