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Managing KPIs

Managing KPIs

Complete guide for managing and creating KPIs within Fathom

James Erving avatar James Lin avatar Allanah Miller avatar
6 articles in this collection
Written by James Erving, James Lin, and Allanah Miller

Creating KPIs - Feature Guide

A guide to creating custom KPIs, including formulas and non-financial metrics.
James Erving avatar
Written by James Erving
Updated over a week ago

Account Watch KPIs

Gain visibility into the performance of key accounts in your Chart of Accounts by turning them into Account Watch KPIs.
James Erving avatar
Written by James Erving
Updated over a week ago

Non-financial KPIs

Learn how to bring in external sales, operational, or other non-financial data into Fathom for analysis and reporting.
James Erving avatar
Written by James Erving
Updated over a week ago

Default Financial KPIs

A complete list of default financial metrics (KPIs) provided by Fathom
Allanah Miller avatar
Written by Allanah Miller
Updated over a week ago

KPI Library

Save, maintain, and easily access all of the KPIs in your Fathom account from a single location - the KPI library.
James Lin avatar
Written by James Lin
Updated over a week ago

KPI Glossary

Want to know more about a default KPI? View our complete guide to all default KPIs within Fathom.
Allanah Miller avatar
Written by Allanah Miller
Updated yesterday