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.
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,
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.
💡 Pro Tip: Unclassified data is any data that is not attributed to or assigned to a division.
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.
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