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Forecasting Overview Video

Video training for Fathom's Forecasting tool

Updated over a month ago

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.

💡Smart Tip: You can extend the forecast to 5 years beyond the current financial year.

💡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.

💡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:

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