What is a 'Custom Forecast'?
If you want to begin customising your forecast in Fathom from the start, then the ‘Custom Forecast’ onboarding option may be for you.
It is important to note that all of the onboarding options end at the same forecasting tool. No option is more or less customisable once the forecast has been created and you are in the tool. The onboarding process is simply how you want to initially set up your forecast.
During the custom forecast onboarding process, you’ll begin tailoring value rules and timing profiles at the classification level so all accounts within the classification use your chosen value rule and timing profile. This helps you tailor large sections of the forecast to your business so that you start off with the default value rules and timing profiles you want to use.
Once the onboarding process is complete and the forecast is created, you’re able to further customise and change value rules at the individual account, heading, or classification level. Any decisions you make during the onboarding process can be changed in the Forecasting tool.
To set up a ‘Custom Forecast’,
Once you’ve reviewed all of the above, select ‘Create Forecast’ and you’ll be taken to the forecasting main grid.
💡Pro Tip: Any decisions you make during the onboarding process can be changed once you are in your forecast.
Congratulations on completing the 'Custom Forecast' onboarding! You should now be in the main grid of your forecast. Continue the 'Forecast Creation & Setup Workflow' by choosing from one of the next steps below:
What you want to do:
Where to go next:
Navigate the main forecasting grid
Tailor and customise your forecast with value rules