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π‘Smart Tip: You can extend the forecast to 5 years beyond the current financial year.
π‘Smart Tip: The above video went over our Top Forecasting Tip, but make sure you didn't miss it!
More forecasting videos
In addition to the above video, Admin and Advisor/Editor level users can access training videos in the forecasting tool.
π‘Smart 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: