The Types of Fathom Forecasts
There are three different onboarding processes to help you set up a forecast for an entity in Fathom.
Quick Start Forecast
Link to Budget or import a forecast
What it means
What you set up
Custom forecast creation allows you to start from scratch and set up key accounting methodologies and relationships to get to a precise forecast. You can then drill down even closer to individual accounts or headings to apply custom methodologies at a more granular level.
This option allows you to jump into forecasting right away with Fathom setting up everything for you.
Fathom sets it up for you!
This allows you to link your forecast to an existing budget import. If you have an existing forecast you want to build off of in Fathom, you can import that as your company budget.
💡Pro Tip: Check out our Forecasting Overview video for a 19-min overview of the Forecasting tool.
Which method should I use to set up my forecast?
💡Pro Tip: The onboarding method you choose does not expand or limit the customisability of your forecast once you have completed the onboarding and your Fathom forecast has been generated.
Continue the 'Forecast Creation & Setup Workflow' by choosing from one of the next steps below:
What you want to do:
Where to go next:
Create a 'Quick Start Forecast'
Create a 'Custom Forecast'
Create a 'Link to Budget' Forecast