Once you’ve created your forecast in Fathom, you’re then able to integrate it (and any scenarios) into your custom reports and management packs to incorporate future-looking data with the actuals flowing through from your source system.

The additional forecast reporting components include:

The tables & financials section of the report editor allows you to:

The Financial Trends tables in Fathom have been outfitted with additional capabilities for reporting on your main forecast and scenarios. You can customise a Financial Trends table to show a financial statement for:

You can customise the table to show actuals, forecast (main or scenarios), or budget data. You can also display a combination of actuals and forecast or actuals and budget data in a Financial Trends table.

To add forecast or budget values to a financial trends table from within a Fathom report:

The KPI Trends tables enable you to add a table showing up to 12 months of actuals, forecast (main or scenarios), budget, or target data to a report. You can also display a combination of actuals, forecast, budget, or target in a KPI Trends table.

You can customise the periods of a KPI Trends table to show:

To add forecast values to a KPI trends table from within a Fathom report:

Fathom has several tables specifically for reporting on your forecast, microforecasts, and assumptions you’ve made when building your forecast.

To access these tables,

For any classification, heading, or account on the Balance Sheet, display the:

This table shows exactly how the forecast balance for any account was calculated.

Display this year’s or next year’s forecast for any:

The table will show baseline values (from value rules and timing profiles) and values from any microforecasts.

Select a microforecast and view all of the financial impacts of that microforecast for a selected date range.

Displays any P&L, Balance Sheet, microforecast, and driver notes that have been selected to be included in the Assumptions report. A tax summary can also be displayed.

Learn more about documenting and reporting on forecast assumptions from our 'Document your forecast assumptions' article.

Displays the values for all drivers or a specific category of drivers for the main forecast or any scenario to report on any non-financial metrics or data outside of the Chart of Accounts that underpin the forecast values.

The report editor allows you to add charts to your reports that:

The scenario comparison charts allow you to easily compare one metric across as many as 6 scenarios.

To add a scenario comparison chart to your report:

In addition to the scenario comparison trend charts, Trend Charts have capabilities for forecast reporting.

Once you have added a trend chart from the ‘Charts’ section of the content library, you can edit the chart to display a projection of your forecast or one of your scenarios.

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To add a forecast projection to a trend chart:

From the 'Forecasting' charts section, you can also select to include your Business Roadmap in your reports. You can select the roadmap for your main forecast or for your scenario views.

To add a Business Roadmap chart to your report:

If you prefer to build from or use a Predefined Template for your reporting needs, there are the 'Forecast Analysis' and 'Advanced Forecast Analysis' templates.

To access this template:

The Forecast Analysis report includes the following reporting elements:

The Advanced Forecast Analysis report includes all of the reporting elements in the Forecast Analysis report and:

Congratulations on completing the 'Forecast Creation & Setup Workflow'! If you want to change any of the decisions you made while setting up your forecast or customising your report, simply return to the appropriate area in the Forecasting tool or Report Centre.

Learn more