Fathom

Forecast

How to begin forecasting in Fathom & the Forecast Creation 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!

Which Fathom forecast onboarding method is right for you?

Create a Forecast in Fathom

Create a Custom Forecast

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

Quick Start Forecast

Base your forecast on the actual financial results from the previous year

Start a Forecast with Last Year's Actuals

Start your forecast using a budget or an existing forecast

Link to Budget Forecast

Create a forecast

The structure and function of the main Fathom forecast grid

The Forecast Main Grid

How Profit & Loss values are calculated in your forecast

Set up Value Rules in a Forecast

Include non financial metrics and other data in your forecast with drivers

Use Drivers in a Forecast

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

Use a Formula or Drivers to Set a Value

Review your tax methodology and default forecast settings

Global Forecast Settings

Forecast Accounts Receivable, Accounts Payable, Unearned or Deferred Revenue, Prepaid Expenses, and other Balance Sheet movements

Set up Timing Profiles in a Forecast

Model making stock purchases and using inventory in your forecast

Forecast Inventory in Fathom

Track key metrics and KPIs in your Fathom forecast

Quick Metrics

Forecast depreciation, amortization, loan repayments and other Balance Sheet movements with journals and schedules

Journals and Schedules in Fathom

Set up the baseline

Differences between microforecasts & scenarios and when to use one versus the other

Microforecasts vs Scenarios

Plan for and model business events and actions in your forecast

Use Microforecasts in Fathom

How to plan for and model different versions of a forecast

Use the Fathom Scenario Manager

View a timeline or plan of your microforecasts and explore when a microforecast starts to drive key decisions

Use the Business Roadmap

Use a microforecast to plan for an asset purchase

Model an Asset Purchase in a Forecast

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

Forecast Excel Download

Report on your forecast

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

AR / AP Drawdown

Find out where your forecast numbers come from in Fathom

Audit a Forecast

How Smart Prediction calculates your forecast values

Smart Prediction Methodology

Update the start date of a forecast

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

View Actuals in the Forecast Grid

Balance Sheet Layer Detail

Note any assumptions made while creating a forecast

Document Forecast Assumptions in Fathom

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

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

Forecasting's FAQs

Create multiple forecasts for a company or consolidation

FAQ: Can I create multiple versions of a forecast?

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

Use your forecast or scenarios to build your budget

FAQ: Can I save my forecast as a budget?

You can format your forecast to only view accounts with values

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

Learn how to model Accounts Receivable and Accounts Payable days in Fathom Forecasting

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

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

FAQ: Can I forecast more than 3 years?

Forecast FAQs

Guides

Videos

Resource Centre

Find answers and get help from Intercom Support and Community Experts

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