Step 6 - Alerts

Stay on top of downward trends in the business by setting alert thresholds for your KPIs

Updated over a week ago


Setting alerts for your company

In 'Step 6: Alerts', you can set alert thresholds for certain KPIs. An alert threshold represents a critical level which may indicate that the business is experiencing financial stress in a given area.

As an example, an alert may trigger when 'Accounts Receivable Days' exceed a specific result, or when the cash held by the business drops below a certain amount.

Each alert can either be turned ‘on’ or ‘off’. For those that are turned 'on', you can specify an alert threshold.

When an alert is triggered, a notification appears within the Fathom analysis tools and reports. Alerts are visible in the KPI Analysis tools as well as the Alerts dashboard (within a benchmark group).

Next steps

Congratulations on completing the 'Getting Started Workflow' and setting up your company in Fathom!

If you want to change any of the decisions you made while setting up your company, simply return to the appropriate step in your company’s Settings. Now you can begin analysing your company's performance, reporting on your company, and forecasting.

What you want to do:

Where to go next:

Invite others into your Fathom account to share insights

Analyse the company's performance with the Analysis tools

Create reports for your company

Begin forecasting in Fathom

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