When creating a consolidated group for the first time, Fathom will provide you with several default Financial KPIs from 'Step 4 - KPIs' of the consolidated group settings.
You can click 'Show all KPIs' to see every single default KPI that can be used in your consolidated group.
To see a list of all of our default KPIs, view the following help article: Default Financial KPIs.
Using Custom KPIs in a consolidated group
Whilst default Financial KPIs are useful, you'll likely want to create and use some of your own custom KPIs in your consolidated group.
❗Note: You are NOT ABLE to create custom KPIs from a consolidated group. Custom KPIs must first be created at the individual company and then added to the KPI library. They will then flow automatically into the consolidated group.
For detailed instructions on adding a KPI to the KPI library, view the following help article: KPI Library.
A Library KPI must be added to at least one underlying company in order to flow through to the consolidated group.
Only Admin level users will be able to add KPIs to the KPI library.
Where to find your custom KPIs in the consolidated group
Once your custom KPIs have been added to the KPI library in an underlying company, they will automatically flow through into the consolidated group. You can find them in 'Step 4 - KPIs'.
❗Note: You can find your custom KPIs at the bottom of your KPI list, under the heading 'Custom KPIs'.
I still can't find my KPIs in the consolidated group
It may be the case that you've followed all of the above steps and are still not seeing your custom KPIs in the KPI list for the consolidated group.
This can potentially occur when your KPI is referencing divisions, also known as:
- Tracking categories (Xero)
- Classes/locations (QuickBooks)
- Jobs/categories (MYOB)
Fathom is unable to drill down into divisional results from a consolidated group. As a result, any KPIs that reference divisional results will NOT be available in a consolidated group, regardless if they have been added to the KPI library.