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Download your forecast to Excel

Download a copy of your forecast from Fathom to Excel

Updated over a week ago

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.

Get Excel exports of your Forecast

You can download an Excel export of your main forecast or a scenario directly to Excel from:

💡Smart 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 can 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 from the main grid:

  1. Click the Cloud icon in the lower left corner.
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  2. This will prompt you to select which of the three financial statements you’d like to download (Profit & Loss, Balance Sheet and Cash Flow Statement). You can select all.
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  3. Select the range of actuals that you’d like to appear (up to 12 months) as well as the forecast periods (up to 36 months).

📝 Note: The financial statements will download into separate Excel tabs in the same Excel workbook.

Download from the Forecast Settings

To download your forecast directly into Excel from the Forecast Settings:

  1. Click the Cog/Gear icon in the lower left corner of your forecast
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  2. Select General at the top
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  3. Click the Download Excel button.
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  4. This will prompt you to select which of the three financial statements you’d like to download (Profit & Loss, Balance Sheet and Cash Flow Statement). You can select all three.
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  5. Select the range of actuals that you’d like to appear (up to 12) as well as the forecast periods (up to 36 months).

📝 Note: These statements will download into separate Excel tabs in the same Excel workbook.

Download from Reports

In Reports, you can download an Excel report of your forecast from the Excel Reports area. Learn more from our 'Excel Reports' article.

Learn more

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