Forecasting

Getting started with and customising your Fathom forecast

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32 articles in this collection
Written by Allanah Miller, Ben Trammell, Randi Mansell and 1 other

Getting Started

Get Started with Fathom Forecasting

Begin forecasting in Fathom

Written by Allanah Miller
Updated over a week ago

Creating a Forecast in Fathom

Which Fathom forecast onboarding method should is right for you?

Written by Allanah Miller
Updated this week

Creating a Custom Forecast

Set up your Fathom forecast from scratch

Written by Calen Olesen
Updated this week

Quick Start Forecast

Jump into forecasting right away with Fathom’s Quick Start forecast

Written by Calen Olesen
Updated this week

Starting with Last Year's Actuals

How to begin making your forecast in Fathom based on the acual financial results from the last year

Written by Allanah Miller
Updated over a week ago

Link to Budget Forecast

Start your forecast using a budget or an existing forecast

Written by Calen Olesen
Updated this week

Global Forecast Settings

Review your tax methodology and default forecast settings

Written by Allanah Miller
Updated over a week ago

Setting Rules in the Main Grid

Anatomy of The Main Grid

The structure and function of the main Fathom forecast grid

Written by Allanah Miller
Updated over a week ago

Setting up Value Rules in a Fathom Forecast

How your values are calculated in your forecast

Written by Allanah Miller
Updated over a week ago

Using a Formula or Drivers to Set a Value

How to set up formula or driver based value rules, how to use the formula builder in forecasting

Written by Allanah Miller
Updated over a week ago

Setting up Timing Rules in a Fathom Forecast

How amounts move between your P&L and Balance Sheet- setting up timing rules in a forecast

Written by Allanah Miller
Updated this week

Quick Metrics

Tracking key metrics in your Fathom forecast

Written by Allanah Miller
Updated over a week ago

Business Planning

Using Microforecasts in Fathom

Plan for and model business events and actions in your forecast

Written by Allanah Miller
Updated over a week ago

Modeling an Asset Purchase in a Fathom Forecast

Use a microforecast to plan for an asset purchase

Written by Allanah Miller
Updated over a week ago

Using the Fathom Scenario Manager

How to plan for and model different forecast scenarios in Fathom

Written by Allanah Miller
Updated over a week ago

Using the Business Roadmap to drive key decisions

View a timeline of your microforecasts

Written by Allanah Miller
Updated over a week ago

Reporting on your Forecast

Fathom Forecast Excel Download

Download a copy of your Fathom forecast to Excel

Written by Calen Olesen
Updated over a week ago

Fathom Forecast in Reports

Additional components for reporting on your forecast

Written by Calen Olesen
Updated over a week ago

Additional Areas of Interest

Forecasting in a consolidated group

How fathom forecasts and consolidated groups interact with one another

Written by Allanah Miller
Updated over a week ago

Journals and Schedules in Fathom

Add a journal or schedule to your Fathom forecast

Written by Allanah Miller
Updated over a week ago

Auditing a Fathom Forecast

Find out where your Fathom forecast numbers come from

Written by Allanah Miller
Updated over a week ago

Updating the start date of a forecast

Change the start date of your forecast

Written by Allanah Miller
Updated over a week ago

Viewing Actuals in the Fathom Forecast Grid

You can reference your financials (actuals) in the main forecast grid

Written by Randi Mansell
Updated over a week ago

Future Accounts

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

Written by Allanah Miller
Updated over a week ago

Balance Sheet Layer Detail - Audit movements in the Balance Sheet

Audit movements in the Balance Sheet

Written by Allanah Miller
Updated over a week ago

Documenting Forecast Assumptions in Fathom

Note any assumptions made while creating a forecast

Written by Calen Olesen
Updated over a week ago

FAQs

Forecasting's Most Frequently Asked Questions (FAQs)

A list of the most frequently asked questions pertaining to forecasting with Fathom and where to learn more.

Written by Ben Trammell
Updated over a week ago

Using Drivers in a Fathom Forecast

Include non-financial metrics in your forecast with drivers

Written by Allanah Miller
Updated over a week ago

FAQ: Can I create multiple forecasts in Fathom Forecasting?

Written by Allanah Miller
Updated over a week ago

Can I save my forecast as a budget?

Use your forecast or scenarios to build your budget

Written by Calen Olesen
Updated over a week ago

Auto Adjustments for Income Tax

Written by Allanah Miller
Updated this week

Smart Prediction Methodology

How Smart Prediction calculates your forecast values

Written by Allanah Miller
Updated this week