Fathom

Forecast

How to forecast in Fathom & our recommended workflow

Get Started with Forecasting

Video training for Fathom's Forecasting tool

Forecasting Overview Video

See how your forecast decisions are impacting cash flow

Top Tip for Forecasting

Start here!

Start forecasting your company's financial projections

Forecast the Baseline

Review your default forecast settings and tax methodology

Configure the Forecast Settings

Set up the baseline

How Income Statement accounts are forecast in Fathom

Forecast the Profit & Loss

Use value rules to forecast the Profit & Loss or Income Statement

Forecast Revenue, Cost of Sales & Expenses

Bring in non-financial metrics and other data for driver-based forecasting

Create & Import Forecast Drivers

How Balance Sheet accounts are forecast in Fathom

Forecast the Balance Sheet

Use timing profiles to forecast working capital accounts

Forecast AR, AP, Unearned Revenue, Prepayments & Cash

Forecast loans, depreciation, amortization, dividend payments and other Balance Sheet movements

Journals & Schedules in Forecasting

Model making stock purchases and using inventory in your forecast

Forecast Inventory in Fathom

Plan and strategise with scenarios, microforecasts & your business roadmap

Forecast What-ifs

Forecast events, projects, and business decisions on top of your baseline

Create microforecasts

View a timeline of your microforecasts on the Business Roadmap

Map out projects & events in your forecast

Manage multiple versions of your forecast and adjust your baseline assumptions

Create scenarios

Fathom allows you to forecast for accounts that do not yet exist

Future Accounts

Plan & strategise

Create a custom report to share your forecast

Report on your Forecast

Download a copy of your forecast from Fathom to Excel

Download your forecast to Excel

Save a copy of your forecast for comparing to actuals or reforecasting

Save a snapshot of your forecast

Report on your forecast

Check or find out where your forecast numbers come from in Fathom

Audit your Forecast

Note or explain decisions made while forecasting

Document your forecast assumptions

Calculating & changing the Accounts Receivable and Accounts Payable residual drawdown in your forecast

AR / AP Drawdown

Audit your forecast

How to set up GST, VAT, HST, or sales tax and how the tax is calculated

Forecast Consumption or Sales Tax

How to set up a withholdings tax and how the tax is calculated

Forecast Withholdings Tax

How to set up a tax expense and how the tax is calculated

Forecast Tax Expense Accounts

System created adjustments for a tax expense

Auto Adjustments for Income Tax

Forecast Tax

Change the start date of a forecast

The different forecast starting methods in Fathom

Forecast Onboarding Options

Hide rows, add subtotals or account codes & view quarterly or yearly totals in your forecast

Can you change the appearance of the main forecasting grid?

Base your forecast on the actual financial results from previous periods

Can you start your forecast using last year's numbers?

Create multiple forecasts for a company or consolidation

Can you create multiple versions of a forecast?

Can I forecast for quarterly or yearly companies? Can I forecast without actuals data? Why can't I access the forecasting tool?

What do you need to forecast in Fathom?

Use your forecast or scenarios to build your budget in Fathom

Can I save my forecast as a budget?

Extend your forecast up to 5 years beyond your current financial year

Can you forecast more than 3 years?

Can you delete or reset your forecast?

Forecast FAQs

Guides

Videos

Resource Centre

Find answers and get help from Intercom Support and Community Experts

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