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Reporting on the benchmark group

There is not a Report Centre for a benchmark group and you are unable to create reports for a benchmark group; however, when creating custom Fathom reports for an underlying company in a benchmark group, you are able to reference the underlying company’s performance in the benchmark group.

Fathom enables comparison between an underlying company's performance and the benchmark group by allowing you to bring the Compare tool and KPI Results analysis tool into reports in the underlying companies.

Adding the compare tool to a report

To add the compare tool as a chart in a report:

Go the the Reports for an underlying company in the benchmark group
Select to edit a report or template
Select Charts from the left side toolbar
At the top of the menu that opens, click the bolded selector to reveal a dropdown menu.
Choose Revenue, Costs & Expenses, or Profitability
Scroll down to the bottom of the menu
Select the Benchmark chart to add it to a report

Editing the benchmark chart

Once you add the ‘Benchmark Chart’ to a report, you’re able to edit the chart. Hover over the chart in the report and select the green ‘Pencil’ icon that appears in the top right corner of the chart. This will open the chart’s ‘Properties’ menu.

In the ‘Properties’ menu, you can edit:

At the top of the menu, you can choose to look at month, quarter, or year results for the metric.
In the Metrics section of the menu, you can select ‘edit’ to change the metric being compared in the chart
If there is a Benchmark Group section, then the company is in more than one benchmark group. You can choose the benchmark group being referenced in the chart in this section.
In the Sort by section, you can choose to sort the chart by result, alphabetically, or by a segment category.
If you sort the chart according to a category, the Filter section will appear, and you can choose to display results only for a specific segment.
You can also check the option to include a summary table, which lists the result for the underlying company, the median for the group, the rank of the underlying company in the group, and the percentile for the underlying company.

Adding the KPI Summary tool to a report

The 'KPI Results' analysis tool can include the median result for the KPI for the benchmark group and the percentile in which the individual company sits.

To add this benchmark data to a report,

Go the the Reports for an underlying company in the benchmark group
Select to edit a report or template
Select Layouts from the left side toolbar
At the top of the menu that opens, click the bolded selector to reveal a dropdown menu.
Choose KPIs
Select the KPI Results layout to add the results to the report
Hover over the chart in the report and select the green Pencil icon that appears in the top right corner of the chart
In the chart's Properties menu that opens to the right, scroll down to the Benchmark / Importance column section.
In the dropdown menu, select Benchmark Group
1. If the company is part of more than one benchmark group, a second dropdown menu will appear, where you can select which benchmark group to show results for.
Select Save changes to save the changes made to the KPI Results chart

Adding benchmark data to the KPI Appendix

The KPI Appendix defines all active KPIs in a company. It is helpful to include definitions and formulas for formula KPIs for report viewers who are not as versed in the metrics.

If a company is part of a benchmark group, then benchmark results can also be included in the KPI Appendix.

To add a KPI Appendix with benchmark data to a report:

Go the the Reports for an underlying company in the benchmark group
Select to edit a report or template
Select Layouts from the left side toolbar
At the top of the menu that opens, click the bolded selector to reveal a dropdown menu.
Choose KPIs
Select the KPI Appendix layout to add the results to the report
Hover over the chart in the report and select the green Pencil icon that appears in the top right corner of the chart
In the chart's Properties menu that opens to the right, check the Compare with benchmark group option
1. If the company is part of more than one benchmark group, you can select the group in the drop-down menu that appears.
Select Save changes

Next steps

Congratulations on becoming familiar with referencing benchmark group data in reports! You can learn about the other areas of Fathom by choosing from the options below:

What you want to do:	Next step:
Begin forecasting	Forecasting
Invite other users to share data	Invite a New User into Fathom
Consolidate companies	Create a Consolidated Group
Learn more about reporting	Using the Report Centre

Additional knowledge & common questions