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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:

  1. The main grid

  2. The Global Forecast Settings

  3. 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,

  1. Click the ‘Download' button in the lower left corner.

  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).

  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: 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,

  1. Click the 'Cog/Gear' icon in the lower left corner of your forecast

  2. Select 'General' at the top

  3. Click the ‘Download Excel' button.

  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).

  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.


Next steps

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:

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