KPI Tables allow you to create fully customised tables, displaying any metric available in Fathom. KPI tables can be built row-by-row, allowing you to display: 

  • Default and custom KPIs
  • Any accounts from the general ledger
  • Summary line items from the Profit & Loss, and Balance Sheet
  • Fathom account classifications

KPI tables could be used to show a summary of key metrics, and their performance against target (or budget) for a period.

Types of KPI Tables

There are two types of KPI tables - standard and trended.

Standard KPI Tables allow you to add a maximum of six custom comparative columns.

Trended KPI Tables allow you to show up to 12 trended period columns.

❗Note: For the best experience, switch the orientation of your section to landscape when adding Trended KPI tables. This will give you access to the full range of trended KPI tables available.

Using KPI Tables

Although KPI tables are highly flexible, there are two typical uses for KPI tables;

  1. Displaying KPI results in a table: This allows you to display both Financial and Non-financial KPI results in a table, comparing results against prior periods, target, or other comparative options.
  2. Creating custom financial statements: This allows you to create a fully customised financial statement, row-by-row. If you are looking for a financial statement with formatting that deviates from Fathom’s standard financial statements, you can create your own format this way.

Adding KPI tables to your report

To add a KPI table into your report, proceed to the sidebar on the left side of the Report Editor and select the ‘Tables and Financials’ tab.

Click on the smart text filter at the top and select 'KPIs' or 'KPI Trends' from the subsequent dropdown. You can add this table into your report by clicking, or by dragging and dropping.

Feel free to choose any of the KPI table options that we provide. Once added to your report, you're able to further customise it to show relevant information.

Editing KPI Tables

Once the KPI table is added to your report, hover your mouse over the table and click ‘Edit’. You can also double click anywhere on the table to edit.

This will open up the properties panel, where you can further customise your KPI table.

Standard KPI Table Properties

The properties panel for standard KPI tables allow you to customise:

  • Table title
  • Time period (monthly, quarterly, annual)
  • Columns: Add or remove comparative columns (6 maximum)
  • Rows: Add any metric defined within Fathom

Columns can include different comparatives such as prior periods, budget (or target) or a variance against budget.

Rows can include KPIs, summary Profit & Loss and Balance Sheet items, or any item from the source Chart of Accounts. 

You can rearrange columns or rows in the table by hovering your mouse over the respective column/row in the properties panel, and dragging and dropping the 'Grid' icon that appears.

Trended KPI Table Properties

The properties panel for trended KPI tables allow you to customise:

  • Table title
  • Time period (monthly, quarterly, annual)
  • Columns: Select the time frame and type of trended results
  • Rows: Add any metric defined within Fathom

Columns options that you can select include:

  • This financial year
  • Last financial year
  • Rolling 12 months
  • Forward projection (actual + budget)
  • Budget (this financial year)
  • Last x months (up to 12 maximum)

Rows can include KPIs, summary Profit & Loss and Balance Sheet items, or any item from the source Chart of Accounts. 

You can rearrange columns or rows in the table by hovering your mouse over the respective column/row in the properties panel, and dragging and dropping the 'Grid' icon that appears.

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