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.

Create KPIs with divisional data

❗Notice: Before creating custom KPIs for your divisions, please ensure that you have imported divisions for your company.

Fathom enables you to easily create custom KPIs to track the performance of your divisions. To do so,

Proceed to ‘KPIs’ in the company Settings
Select ‘Create a KPI’. You can create custom divisional KPIs using:

📝 Note: KPIs that reference divisions can only be used by an individual company. Any KPIs that reference divisions will not be available for use in a consolidated group unless those divisions are imported as standalone entities. For more information, view the following article: Consolidating KPIs.

Account Watch KPIs

Account watch KPIs enable you to track any account from your general ledger as a KPI in Fathom. Creating an Account Watch KPI will make a key account or heading’s results more visible as a KPI in Fathom’s Analysis tools.

When creating an Account Watch KPI for a company with divisions, Fathom enables you to track accounts and headings filtered by division.

Divisional KPIs

Divisional KPIs are only available for companies that have imported divisions. These KPIs allow you to filter key Profitability and Growth metrics in Fathom by division.

📝 Note: Divisional KPIs were previously called 'Tracking KPIs' in Fathom.

Formula KPIs

Using the KPI formula builder, you can filter the variables in a formula KPI by division. You can build a formula using only one division or multiple divisions in a single formula.

Example 1: A pet store owner wants to measure the contribution margin of the Dog & Cat Toys department. The formula for the contribution margin would be:

(Sales Revenue - Variable Costs) / Total Revenue

To create this KPI,

Go to 'KPIs' in the company's Settings
Click 'Create a KPI'
Select the 'Formula KPI' option
Name the KPI
Add a description
Choose the Unit of Measure, Aggregation, Target Type, and Category
Proceed to 'Step 2' of the KPI creation
Create the formula. Use the option to 'Select Division' to filter the variable by the ‘Dog & Cat Toys’ division.
Select ‘Create KPI’

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Example 2: A pet store owner wants to measure the percentage of revenue contributed by the 'Dog & Cat Toys' and the 'Pet Care' departments. The percentage of revenue formula would be:

(Revenue Division A + Revenue Division B) / Total Revenue

To create this KPI,

Go to 'KPIs' in the company's Settings
Click 'Create a KPI'
Select the 'Formula KPI' option
Name the KPI
Add a description
Choose the Unit of Measure, Aggregation, Target Type, and Category
Proceed to 'Step 2' of the KPI creation
Use the option to 'Select Division' to filter the variable by the ‘Dog & Cat Toys’ division. Select the ‘Revenue’ classification to add it to the formula.
Then change the filter to the ‘Pet Care’ division. Select the ‘Revenue’ classification again to add the next variable to the formula.
Select ‘clear’ to clear the divisional filter and add the ‘Revenue’ classification to the formula, not filtered by a division.
Be sure you have the operators in the formula set up properly.
Select ‘Create KPI’

Next steps

Continue the 'Using Divisions Workflow' by choosing from the options below.

What you want to do:	Where to go:
Perform divisional analysis	Using Divisions in the Analysis Tools
Report on your divisions	Reporting on Divisions

Learn more