You can access the Forecasting tool for a Fathom Pro company from the 'My Companies' page by clicking on the Forecast tile or Telescope icon.

To forecast for a connected Fathom Pro company, the company must:

If you are not able to see the ‘Forecast’ icon, you may need to have your Fathom user permissions updated to include Forecasting access. An administrator for your Fathom account can update your access.

If the connected company that you are working in does not have both a Profit & Loss and Balance Sheet, you will want to go ahead and import this data from your source system into Fathom via ‘Source Data’ in your company’s Settings.

If you do not have any historical data, you can still forecast in Fathom. You can have all zero-values for your imported financials (e.g. all $0’s for at least one period) and forecast in Fathom. You need to import the chart of accounts for the Profit & Loss and Balance Sheet into Fathom. Once these line items are imported into Fathom, you’re able to forecast.

Fathom requires a Profit & Loss and Balance Sheet to forecast because our forecasting tool calculates an indirect method 3-way forecast. We read changes in your P&L and Balance Sheet accounts to forecast your cash balance into the future.

Fathom allows you to connect companies with monthly, quarterly or annual data collection and import periods. Fathom forecasts based on monthly periods and requires monthly historicals for future forecasting.

If you are currently trying to forecast for a quarterly or annual company, you will want to delete and reconnect the company with monthly data upon import.

If you have fulfilled both company criteria and have the appropriate user permissions, and you are still unable to access Fathom forecasting, feel free to reach out to support@fathomhq.com.

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