Your consolidated group’s profile
In 'Step 2: Group Profile' you’ll find the options to change the name of the group, add a logo to the group, edit the default rates, and edit the exchange rates for multi-currency groups.
The default rates you set for the group will be factored into a few specific default KPIs, and can be added as variables in any custom KPIs you create.
Adding a group logo
You can add a group specific logo by clicking the 'Add Logo' button. You can then include this logo in reports for the group.
❗ Note: Files uploaded for logos must be .png, .pjg, or .svg files only and must be smaller than 300 (width) x 150 (height) pixels and less than 256KB in size.
For more detailed information on this please see: 'Adding your logo to Fathom'
Re-naming a group
If required, you can edit the name of the group here as well as on the group’s landing page. This is useful, if you wish to change the presentation of the group name in reports.
You can set the default rates (i.e. tax rate, interest rate and cost of capital) for your consolidated group. These default rates will be factored into a few specific default KPIs, and can be added as variables in any custom group KPIs you create.
Changing a multi currency group’s exchange rates
By default, Fathom will use exchange rates sourced from Open Exchange Rates to translate the financials for the multi-currency consolidated group. If you’re working with a multi-currency consolidation, then you’ll be able to input your own custom exchange rates for the group, if desired.
For more information about our default exchange rates and how to customise the exchange rates for a multi-currency consolidation, please see our ‘Using Exchange Rates in Fathom’ article.
For more information about the methodology Fathom uses to apply exchange rates to the underlying companies and translate their financial statements, please see our ‘Multi-currency Consolidation Methodology’ article.
💡Pro Tip: If you want to change the presentation currency for a multi-currency consolidated group, you can do so in ‘Step 1 - Update Data’ for the group by selecting ‘manage group’.
Congratulations on setting up your group profile! Any decisions you made in your profile can be changed later on, if needed. Finish setting up your consolidated group for analysis, reporting, and forecasting by choosing from one of the next steps below:
What you want to do:
Next step in setup process:
Want to check and customise your Chart of Accounts in Fathom?
Happy with your Chart of Accounts organisation and ready to set up KPIs?