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Set Targets in a Consolidated Group

Set targets to measure the performance of your consolidated financial and non-financial KPIs

Updated over a week ago

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.

Set targets in a consolidated group

🎉 Beta feature: Does your group's Settings look different to this article? The updated Consolidated Group Settings are currently in beta. To enable this functionality, you must turn on the beta flag.

Targets can be set to track a consolidated group's KPI performance. These can be viewed and updated within the Targets section of consolidated group Settings.

Targets in a consolidated group are not aggregated from the underlying entities. They are instead set at the consolidated group level. The default targets in the consolidated group are arbitrary numbers.

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Targets can be applied on a constant or variable basis:

  • Constant targets use the same value each month.

  • Variable targets enable you to vary a KPI's target for each month, helping you to account for seasonality or growth in a business.

In the upper right corner of the Targets section, you can click the bolded text to choose between using constant or variable targets.

Fathom will automatically calculate the target for each quarter (or QTD period) and year (or YTD period) based on the KPI’s aggregation type.

The unit of measure (%, $, days, etc.) for a target is defined by the KPI that you are applying it to.

💡Smart Tip: If you need to change the unit of measure or aggregation type for a custom KPI, you’ll need to edit the KPI within one of the underlying companies in the consolidated group.

Set constant targets

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To update a group’s KPI targets with a constant value:

  1. In the Monthly target column, click on the current target value and type in the new target

  2. Click Save

💡Smart Tip: To set targets for inactive KPIs, select Filters at the top of the page and apply a filter to KPI Status for 'inactive' KPIs.

A KPI's status is set within the KPIs section of Settings, learn more here: Choose which KPIs are active

Apply variable KPI targets

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To set KPI targets that vary from month to month:

  1. Choose the financial year you’re setting targets for in the upper right corner

    1. You can set targets for one financial year at a time. You must save before setting targets for another financial year.

  2. Click on a cell. You have the options to:

    1. Manually type in a target. Use the ‘Tab’ key to move to the next cell.

    2. Click the arrow icon to:

      1. Apply the same target to every month going forward

      2. Copy the existing target to every month going forward

      3. Adjust by a percentage amount each month

      4. Adjust by a constant amount each month

  3. Save your changes

💡Smart Tip: You can use the 'Copy Settings' option to copy targets from another company or group. Learn more from our 'Can I copy the settings between companies or groups?' article.

Use budgets to set consolidated targets

Underlying company budgets automatically roll up to the consolidated group level, and the values are consolidated. The consolidated budget can be used to set targets for financial KPIs.

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To use the consolidated budget as a target when using constant targets:

  1. Select the toggle within the Use budget column

  2. Click Save

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To use the consolidated budget as a target when using variable targets:

  1. Check the checkbox within the Use budgets column

  2. Click Save

💡Smart Tip: To set targets for inactive KPIs, select Filters at the top of the page and apply a filter to KPI Status for 'inactive' KPIs.

A KPI's status is set within the KPIs section of Settings, learn more here: Choose which KPIs are active

Set annual growth targets

For most targets, you can only set monthly amounts. Fathom will automatically calculate the target for each quarter (or QTD period) and year (or YTD period) based on the KPI’s aggregation type.

You can, however, set annual targets for the default Fathom KPIs listed within the ‘Growth’ category.

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To set annual growth targets:

  1. Click the Three stacked lines with dots icon in the upper right corner of the Targets section to open the Options menu

  2. Toggle on ‘Annual growth rates’

The targets for those metrics will display the annual target values. If you are setting variable targets, you can set an annual percentage change for the growth rates of those metrics.

Next steps

Congratulations on setting up targets for your consolidation! Any decisions you made while setting up your targets in Fathom can be changed at any time, if needed.

Finish setting up your consolidated group for analysis, reporting, and forecasting:

What you want to do:

Final step in the setup process:

Happy with your targets and ready to set up alerts for key metrics?

Set Alerts in a Consolidated Group

Learn more

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