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Using Divisions in KPIs

Using Divisions in KPIs

Create custom KPIs to track the performance of your tracking categories, classes, locations, jobs, or departments
James Lin avatar
Written by James Lin. Updated over a week ago

Contents:

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

Creating KPIs with divisional data

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

  1. Proceed to ‘Step 4 - KPIs’ of the company Settings

  2. Select ‘Create a KPI’. You are able to 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.

Tracking KPIs

Tracking 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.

Formula KPIs

Using the KPI formula builder, you can filter the variables in a formula KPI by division. You are able to 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,

  1. Go to 'Step 4 - KPIs' in the company's Settings

  2. Click 'Create a KPI'

  3. Select the 'Formula KPI' option

  4. Name the KPI

  5. Add a description

  6. Choose the Unit of Measure, Aggregation, Target Type, and Category

  7. Proceed to 'Step 2' of the KPI creation

  8. Create the formula, using the option to 'Select Division' to filter the variable by the ‘Dog & Cat Toys’ division.

  9. Select ‘Create KPI’

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

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

To create this KPI,

  1. Go to 'Step 4 - KPIs' in the company's Settings

  2. Click 'Create a KPI'

  3. Select the 'Formula KPI' option

  4. Name the KPI

  5. Add a description

  6. Choose the Unit of Measure, Aggregation, Target Type, and Category

  7. Proceed to 'Step 2' of the KPI creation

  8. 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.

  9. Then change the filter to the ‘Pet Care’ division. Select the ‘Revenue’ classification again to add the next variable to the formula.

  10. Select ‘clear’ to clear the divisional filter and add the ‘Revenue’ classification to the formula, not filtered by a division.

  11. Be sure you have the operators in the formula set up properly.

  12. Select ‘Create KPI’

Next steps

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

What you want to do:

Where to go next:

Perform divisional analysis

Using Divisions in the Analysis Tools

Report on your divisions

Reporting on Divisions

Additional knowledge & common questions:

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