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Forecasting

Forecasting

Getting started with and customising your Fathom forecast

By Calen and 3 others4 authors42 articles

Start here!

Getting Started with Fathom Forecasting

Forecasting Overview Video

Creating a forecast

Creating a Forecast in Fathom

Creating a Custom Forecast

Quick Start Forecast

Starting with Last Year's Actuals

Link to Budget Forecast

Setting up the baseline

The Forecasting Main Grid

Setting up Value Rules in a Fathom Forecast

Using Drivers in a Fathom Forecast

Using a Formula or Drivers to Set a Value

Global Forecast Settings

Setting up Timing Profiles in a Fathom Forecast

Forecast Inventory in Fathom

Journals and Schedules in Fathom

Planning & strategising

Using Microforecasts in Fathom

Modeling an Asset Purchase in a Fathom Forecast

Future Accounts

Using the Business Roadmap to drive key decisions

Using the Fathom Scenario Manager

Reporting on your Forecast

Fathom Forecast in Reports

Fathom Forecast Excel Download

Auditing your Fathom forecast

AR / AP Drawdown

Auditing a Fathom Forecast

Smart Prediction Methodology

Updating the start date of a forecast

Viewing Actuals in the Fathom Forecast Grid

Balance Sheet Layer Detail - Audit movements in the Balance Sheet

Documenting Forecast Assumptions in Fathom

Forecasting Tax

Forecast Consumption or Sales Tax

Forecast Withholdings Tax

Forecast Tax Expense Accounts

Auto Adjustments for Income Tax

FAQs

Forecasting's Most Frequently Asked Questions (FAQs)

FAQ: Can I create multiple forecasts in Fathom Forecasting?

FAQ: I can see the Forecasting Icon, but am not able to access the tool?

FAQ: Can I save my forecast as a budget?

FAQ: How do I hide rows with nil or zero values in my forecast?

FAQ: How can I model a reduction in my AR/ AP days?

Videos

Forecasting training - for Accountants

Forecasting training - for Businesses