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
- 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.
Using KPI Tables
Although KPI tables are highly flexible, there are two typical uses for KPI tables;
- 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.
- 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.
Editing Standard KPI Tables
To insert a standard KPI table, proceed to ‘Tables & Financials’ within the content library. Then, select 'KPIs' from the ‘Type’ drop-down menu.
Once the KPI table is created, hover over the table and click ‘Edit’.You will have options to edit both the columns and rows.
Rows can include KPIs, summary Profit & Loss and Balance Sheet items, or any item from the source Chart of Accounts.
Columns can include different comparatives such as prior periods, budget (or target) or a variance against budget.
Editing Trended KPI Tables
To insert a trended KPI table, first select 'KPI Trends' from the category drop-down in the content library:
When adding a KPI trend table, you have the option to select from a few default layouts, depending on which period length you wish to show. For example: ‘Last 6 months’, ‘This Financial Year’ or ‘Rolling 12 months’ for a Monthly table.
Once added to your report, hover and click ‘Edit’ to customise the table further. You can change the column settings to adjust the periods displayed in the trend, or select ‘Last x Months’ and enter a custom trend period. ‘Rows’ can include KPIs, summary Profit & Loss and Balance Sheet items, or any item from the source Chart of Accounts. You also have the option to select ‘show total column’ in the ‘edit’ menu.