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Create a Master Google Sheet

Transfer KPI results input manually or imported from Excel to Google Sheets or consolidate KPIs from multiple Google Sheets into one

This feature is included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can be upgraded to Fathom Pro at any time.

❗Notice: This article is about creating one Google Sheet file for importing non-financial KPI data for multiple companies or transferring Excel-imported non-financial KPI data to Google Sheets.

To import financial data into Fathom from Google Sheets, see: Import your financials from Google Sheets. To change importing your financial data from Excel to Google Sheets, see: Change Data Source

Why transfer KPIs?

Using the Fathom template when making a Google Sheet connection enables you to easily:

  • Transfer non-financial KPI results that have been entered manually into Fathom to Google Sheets
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  • Transfer non-financial KPI results that have been imported into Fathom from Excel to Google Sheets
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  • Consolidate results from multiple Google Sheets into one master Google Sheet for the company

You may want to transfer Excel-sourced or manually entered non-financial KPIs to Google Sheets to enable automatic updates. Automatic updates are not possible for Excel-sourced or manually entered KPI results.

How to transfer KPIs to Google Sheets

  1. Go to the non-financials page for the company

    1. Go to 'Settings' for the company

    2. Select 'KPIs'

    3. Select the 'Non-financial KPI results' option
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  2. If you want to transfer non-financial KPIs from multiple Google Sheets into one master Google Sheet:
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    1. Select the ‘Plug’ icon in the top right corner

    2. Select the Google Sheet with KPIs to be transferred

    3. In the menu that opens on the right, select ‘Disconnect’. You will not lose any KPI results already imported into Fathom.

    4. Disconnect any other Google Sheets that you want to transfer to a master Google Sheet

    5. Select the ‘Plug’ icon again

    6. Choose to ‘Connect new Google Sheet’

    7. Use the Fathom template

    8. A new Google Sheet will be created that lists the results for all of the non-financial KPIs for the company.
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      💡Smart Tip: Any KPIs not sourced from a currently connected Google Sheet will be connected to the new master Google Sheet.
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    9. Access the new Google Sheet by selecting the ‘Plug’ icon once again. The sheet named ‘Company Name Custom KPIs Import’ is the new, master Google Sheet.
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  3. If you want to transfer manually entered or Excel imported non-financial KPI results to Google Sheets:
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    1. Select the ‘Plug’ icon in the top right corner

    2. Choose to ‘Connect new Google Sheet’

    3. Use the Fathom template

    4. A new Google Sheet will be created that lists the results for all of the non-financial KPIs for the company.
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      💡Smart Tip: Any KPIs not sourced from a currently connected Google Sheet will be connected to the new master Google Sheet.
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    5. Access the new Google Sheet by selecting the ‘Plug’ icon once again. The sheet named ‘Company Name Custom KPIs Import’ is the new Google Sheet.

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