From the Forecasting area, you are able to download your Fathom main forecast or a scenario directly to Excel. If you’d like to add Forecasting components to your Fathom PDF management reports refer to this article: ‘Fathom Forecast in Reports’.

From 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.

From the General 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.

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