Forecasting

Getting Started with Fathom Forecasting

How to begin forecasting in Fathom & the Forecast Creation Workflow

Written by Daniel Walls
Updated over a week ago

Forecasting Overview Video

Video training for Fathom's Forecasting tool

Written by Calen Olesen
Updated over a week ago

Creating a Forecast in Fathom

Which Fathom forecast onboarding method is right for you?

Written by Daniel Walls
Updated over a week ago

Creating a Custom Forecast

Set up your Fathom forecast from scratch

Written by Calen Olesen
Updated over a week ago

Quick Start Forecast

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

Written by Calen Olesen
Updated over a week ago

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 Daniel Walls
Updated over a week ago

Link to Budget Forecast

Start your forecast using a budget or an existing forecast

Written by Calen Olesen
Updated over a week ago

The Forecasting Main Grid

The structure and function of the main Fathom forecast grid

Written by Daniel Walls
Updated over a week ago

Setting up Value Rules in a Fathom Forecast

How Profit & Loss values are calculated in your forecast

Written by Daniel Walls
Updated over a week ago

Using Drivers in a Fathom Forecast

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

Written by Calen Olesen
Updated over a week ago

Global Forecast Settings

Review your tax methodology and default forecast settings

Written by Daniel Walls
Updated over a week ago

Setting up Timing Profiles in a Fathom Forecast

Forecasting Accounts Receivable, Accounts Payable, Unearned or Deferred Revenue, and Prepaid Expenses

Written by Daniel Walls
Updated over a week ago

Forecast Inventory in Fathom

Model making stock purchases and using inventory in your forecast

Written by Calen Olesen
Updated over a week ago

Quick Metrics

Tracking key metrics and KPIs in your Fathom forecast

Written by Daniel Walls
Updated over a week ago

Journals and Schedules in Fathom

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

Written by Daniel Walls
Updated over a week ago

Using Microforecasts in Fathom

Plan for and model business events and actions in your forecast

Written by Daniel Walls
Updated over a week ago

Modeling an Asset Purchase in a Fathom Forecast

Use a microforecast to plan for an asset purchase

Written by Daniel Walls
Updated over a week ago

Using the Business Roadmap to drive key decisions

View a timeline or plan of your microforecasts and change when a microforecast starts

Written by Daniel Walls
Updated over a week ago

Using the Fathom Scenario Manager

How to plan for and model different versions of a forecast

Written by Daniel Walls
Updated over a week ago

Fathom Forecast in Reports

Create a custom report to share your forecast

Written by Calen Olesen
Updated over a week ago

Fathom Forecast Excel Download

Download a copy of your Fathom forecast to Excel

Written by Calen Olesen
Updated over a week ago

AR / AP Drawdown

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

Written by Calen Olesen
Updated over a week ago

Auditing a Fathom Forecast

Find out where your Fathom forecast numbers come from

Written by Daniel Walls
Updated over a week ago

Smart Prediction Methodology

How Smart Prediction calculates your forecast values

Written by Daniel Walls
Updated over a week ago

Updating the start date of a forecast

Change the start date of your forecast

Written by Daniel Walls
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 Calen Olesen
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 Shale Heidinger
Updated over a week ago

Future Accounts

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

Written by Daniel Walls
Updated over a week ago

Balance Sheet Layer Detail - Audit movements in the Balance Sheet

Audit movements in the Balance Sheet

Written by Daniel Walls
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

Forecast Consumption or Sales Tax

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

Written by Calen Olesen
Updated over a week ago

Forecast Withholdings Tax

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

Written by Calen Olesen
Updated over a week ago

Forecast Tax Expense Accounts

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

Written by Calen Olesen
Updated over a week ago

Auto Adjustments for Income Tax

System created adjustments for a tax expense

Written by Daniel Walls
Updated over a week ago

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 Samantha McGanney
Updated over a week ago

FAQ: Can I create multiple forecasts in Fathom Forecasting?

Written by Daniel Walls
Updated over a week ago

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

Written by Daniel Walls
Updated over a week ago

FAQ: 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

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

You can format your forecast to only view accounts with values

Written by Calen Olesen
Updated over a week ago

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

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

Written by Daniel Walls
Updated over a week ago

Forecasting training - for Accountants

Get started with a full walkthrough of Fathom Forecasting

Written by Daniel Walls
Updated over a week ago

Forecasting training - for Businesses

Get started with a full walkthrough of Fathom Forecasting

Written by Daniel Walls
Updated over a week ago