Performing divisional analysis

Once you have imported divisions (e.g. tracking categories, classes, locations, jobs) for your company, Fathom enables you to use divisions in the Analysis tools in the following ways:

Viewing KPIs for your divisions

If you have created your own divisional KPIs in the company, you will be able to view those KPIs and their results within the Analysis tools.

You can select to view these metrics in the KPI summary, KPI Explorer, and Trend analysis tools.

Breakdown Analysis

The Breakdown analysis tool helps to rank the performance of each division within the company. In addition to viewing profitability metrics, you can view results for accounts in your chart of accounts or for KPIs.

To use the tool,

  1. Select the metric or account for breakdown by clicking the first bolded variable selector at the top of the tool.

  2. Choose any KPI (default or custom), any Chart of Account line item, or any summary classification from the Profit & Loss and Balance Sheet to breakdown by division.

  3. Sort the breakdown display by clicking on the second bolded variable selector at the top of the tool.

  4. Choose to sort the tool alphabetically or by result in the dropdown menu that appears.

  5. For additional insight into a division's performance and a trend of recent results, click on the bar for the company in the Breakdown tool.

You can also click on the 'download' icon in the bottom left corner of the analysis tools to create a PDF report of the current view of the Breakdown tool.

๐Ÿ’ก Pro Tip: Unclassified data is any data that is not attributed to or assigned to a division.

Financials Analysis

When viewing the Financials Analysis tool for a company with divisions, click on any row to reveal a helpful breakdown of that account across your divisions.

For further insights, sort your divisions by result or by alphabetical order. You can also compare results against last month, or same month last year.

Next steps

Continue the 'Using Divisions Workflow' by learning how to include divisional data in reports. You can also invite other users into Fathom to share financial insights.

What you want to do:

Where to go next:

Report on your divisions

Invite other users into your Fathom account to share company performance and reports

Additional knowledge & common questions:

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