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Getting Started with Fathom Forecasting
Getting Started with Fathom Forecasting

How to begin forecasting in Fathom & the Forecast Creation Workflow

Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Contents


Introduction to Fathom Forecasting

Forecasting in Fathom starts with choosing a forecast onboarding method and going through the onboarding process. Then, once the forecast is created, you’ll be able to further customise and tailor the forecast’s baseline to the company or consolidated group. After setting up the baseline, you’ll be able to better strategise and plan for business actions and scenarios.

By default, Fathom enables you to forecast 3 financial years into the future beyond the current financial year.

💡Pro Tip: You have the option to extend the forecast to 5 years beyond the current financial year.


The Forecast Creation Workflow

To get the optimal performance out of Fathom Forecasting, we suggest setting up your forecast according to the following workflow:

💡Pro Tip: If you're an Advisor or Admin-level user on a Fathom account, you can follow and complete the Forecasting Checklist steps within Fathom. Launch the Forecasting Checklist


Training videos

💡Pro Tip: Everyone can watch a 19-minute Forecasting Overview video to learn about forecasting in Fathom.

Admin and Advisor level users can access short training videos from the left sidebar of the forecast.


Begin the Workflow

To begin the Forecast Creation Workflow described in the checklist above, choose from one of the actions to take next:

What you want to do:

Where to go next:

Determine which type of forecast you want to use

Already know which type of forecast you want to create? Go through the onboarding process of your choice.

Completed an onboarding? Learn about the main forecasting grid.


Additional knowledge & common questions

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