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This feature is included with
Understanding Alerts
Within the Alerts section of consolidated group Settings, you can set alert thresholds for key metrics. The set thresholds represent a critical level which may indicate that the group is experiencing financial stress in the given area.
Example: An alert may trigger when 'Accounts Receivable Days' exceed a specific result, or when the cash held by the business drops below a certain amount.
When an alert is triggered, a notification appears within the KPI Summary and KPI Explorer Analysis tools and Pro reports.
📝Note: Alerts in a consolidated group are not aggregated from the underlying companies; instead, they are set at the group level.
Customise Alerts in a Consolidated Group
Alerts can be set for a selection of key default metrics. You are unable to create or set alerts for custom metrics.
🎉 Beta feature: Does your group's Settings look different to this article? The updated Consolidated Group Settings are currently in beta. To enable this functionality, you must turn on the beta flag.
To set alerts for a consolidated group:
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💡Smart Tip: You can activate all of a group’s alerts at once by selecting ‘Options’ in the top right corner and choosing to ‘Activate all alerts’.
Next steps
Congratulations on setting up your consolidated group in Fathom! If you want to change any of the decisions you made while setting up your group, simply return to the appropriate step in your consolidated group’s Settings.
Now you can begin analysing your consolidation's performance, reporting on your consolidated group, and forecasting for the group.
What you want to do: | Where to go next: |
Analyse the group's performance | |
Create reports for your consolidation | |
Begin a consolidated group forecast | |
Invite others into your Fathom account to share insights | |
Need to add another company to your Fathom account? |
Learn more