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Consolidate KPIs

Roll up custom KPIs from underlying companies to use within a consolidated group

Updated over a week 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.

Access a consolidated group's KPI Settings

To access a consolidated group's KPI Settings:

  1. Hover over the group on the 'My Companies' page.
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  2. Click the Cog/Gear icon that appears to the far right.
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  3. In the grey banner at the top of the Settings, click KPIs.

Set up KPIs for a consolidation

To set up KPIs for a consolidated group:

  1. Look through the Default KPIs
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  2. Consolidate Custom KPIs, if desired
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  3. Decide which KPIs are active in the group
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  4. Organise the group's KPIs

KPIs in a Consolidated Group

🎉 Beta feature: Does your group's Settings look different to this article? The updated Consolidated Group Settings are currently in beta. To enable this functionality, you must turn on the beta flag.

Default KPIs

When you create a consolidated group, Fathom will provide you with several Default Financial KPIs in the KPIs section of the consolidated group settings. We suggest reviewing these before deciding whether any custom KPIs need to be created for the group.

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To learn more about the formulas used for Fathom’s Default KPIs, visit our KPI Glossary.

Create consolidated custom KPIs

Whilst Default Financial KPIs are useful, you'll likely want to create and use some of your own custom KPIs in your consolidated group.

You are not able to create custom KPIs directly from a consolidated group.

Custom KPIs must first be created in one of the underlying companies and then added to the KPI Library. They will then flow automatically into the consolidated group.

❗Notice: Only Admin-level users can add KPIs to the KPI Library.

To add a custom KPI to the KPI Library:

  1. Open the ‘KPIs’ section of Settings for one of the underlying companies in the consolidated group. If the group has not yet been created, then go to one of the underlying companies that will be in the group.
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  2. Has the custom KPI already been created in the underlying company?

    1. If not:

      1. Click Add a KPI

      2. Select + New custom KPI

      3. Choose to create a Non-financial, Account Watch, or Formula KPI

      4. While creating the KPI, check the box to ‘Add this KPI to your library’

      5. Finish creating the custom KPI

    2. If it has:

      1. Click the three dots icon to the far right of the KPI

      2. Select Edit

      3. Check the box to ‘Add this KPI to your library’

      4. Click Update the KPI
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  3. Sync the consolidated group or create the consolidated group

Once the group is created or synced, the custom KPI, as long as it has been added to the KPI library, will automatically flow through the underlying companies and into the consolidated group.

Where to find your custom KPIs in a 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 and appear in 'KPIs' after updating the group.

You can find your custom KPIs at the bottom of your KPI list, under the heading 'Custom KPIs'.

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I still can't find my KPIs in the consolidated group

If you've followed all of the above steps and are still not seeing your custom KPIs within the consolidated group, consider the following:

  • Ensure the KPI is active in at least one underlying company in the consolidated group.

  • A KPI will not appear in a consolidated group if it references 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 of whether they have been added to the KPI library.

Decide which KPIs are active in a consolidated group

Active KPIs appear in the KPI Summary, KPI Explorer, and Trend Analysis tools and Pro Reports.

Inactive KPIs can still be:

  • Used as variables in custom Formula KPIs

Fathom makes certain KPIs active for every business by default. We encourage you to tailor your active KPIs to your business.

You can have up to 60 active KPIs for a company or group, but we recommend starting with about 10 active KPIs to focus on the metrics that matter most to your business. More active KPIs can make the Analysis tools overwhelming.

To make a KPI active or inactive:

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  1. Go to the KPIs section in the group's Settings
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  2. Click the toggle next to a KPI to update its status to active or inactive.

💡Smart Tip: To help you quickly view a group’s active KPIs, you can filter KPIs by their status by clicking on Filters and then Status.

Organise your consolidated KPIs

Set importance levels

Importance levels appear in the KPI Summary and KPI Explorer tools, and their corresponding reporting charts.

As you review which KPIs are or are not meeting targets, you can remind yourself of which KPIs are most critical to the business’s performance. They provide helpful context as you’re analysing and discussing results.

You can set importance levels for active KPIs:

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  1. Go to KPIs in the group's Settings.
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  2. Within the 'Importance' column, click on the current level, and update as needed, selecting from: Critical, High, Medium, or Low.

Organise KPI categories

KPI categories help you organise your KPIs and, like importance levels, provide additional context as you review results in the KPI Summary and KPI Explorer tools.

In consolidated groups, all custom KPIs consolidated from underlying companies will automatically appear in a 'Custom KPIs' category by default.

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To move a KPI to another category in a consolidated group:

  1. Hover over a KPI name
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  2. Click the Dotted Grid icon that appears to the left of the KPI name
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  3. Drag and drop the KPI into another category

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To recategorise multiple KPIs at once:

  1. Hover over a KPI and tick the checkbox to the left. Repeat for the other KPIs you would like to move.

  2. Select the Reclassify option that appears at the top of the KPIs section

  3. From the drop-down menu, pick the category you would like to move these KPIs to.

💡Smart Tip: You can use the Copy settings option to copy the layout of KPIs from another company or group within your organisation. Learn more from our 'Can I copy the settings between companies or groups?' article.

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To rename a KPI category in a consolidated group:

  1. Hover over the category name

  2. Click the three dots icon

  3. Select Rename category

  4. Type in the new name

  5. Click Update

Next steps

Congratulations on setting up and organising your KPIs! Any decisions you made in 'KPIs' can be changed anytime, if needed.

Finish setting up your company for analysis, reporting, and forecasting by choosing from one of the next steps below:

What you want to do:

Next step in the setup process:

Happy with your chosen KPIs and ready to set targets for your consolidated group?

Set Targets in a Consolidated Group

Good with your targets and ready to set up alerts for key metrics?

Set Alerts in a Consolidated Group

Learn more

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