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Forecasting Overview Video
Forecasting Overview Video

Video training for Fathom's Forecasting tool

Updated over a week ago

πŸ’‘Pro Tip: You can extend the forecast to 5 years beyond the current financial year.

In addition to the above video, Admin and Advisor/Editor level users can access training videos in the forecasting tool.

πŸ’‘Pro Tip: If you're an Advisor or Admin-level user on a Fathom account, you can follow and complete the Forecasting Checklist steps within Fathom. Launch the Forecasting Checklist

Learn more:

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