How to access Excel exports of the Forecast
From the Forecasting area, you are able to download your Fathom main forecast or a scenario directly to Excel. You can download an Excel export of your forecast from:
Or in the 'Excel Reports' section of the Report Centre
💡Pro Tip: If you’d like to add Forecasting components to your Fathom PDF management reports refer to this article: ‘Fathom Forecast in Reports’.
Download from the Main Grid
From the main forecast grid you are able to download your forecast to Excel. If you have a scenario active on the grid, then you’ll be able to download the scenario.
To download your forecast directly to Excel,
❗Note: These statements will download into separate Excel tabs in the same Excel workbook.
Download from the Global Forecast Settings
From the global ‘Forecast Settings’, General settings area, you are able to download your forecast to Excel.
To download your forecast directly into Excel,
❗Note: These statements will download into separate excel tabs in the same excel workbook.
Congratulations on completing the 'Forecast Creation & Setup Workflow'! If you want to change any of the decisions you made while setting up your forecast, simply return to the appropriate area in the Forecasting tool or Report Centre.
What you want to do:
Where to go next:
Create a custom forecast report
Share your reports with others or enable them to comment on reports
Invite others into your Fathom account to share insights
Audit the forecast you've created to ensure everything is set up and calculating as desired
Analyse the company's performance with the Analysis tools
Ready to consolidate your companies in Fathom or Benchmark them?
Need to add another company to your Fathom account?
Additional knowledge & common questions: