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Forecasting
Getting started with and customising your Fathom forecast
+1
42 articles in this collection
Written by
Daniel Walls,
Samantha McGanney,
Calen Olesen
and 1 other
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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
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
Setting up the baseline
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
Planning & strategising
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
Reporting on your Forecast
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
Additional Areas of Interest
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
Forecasting Tax
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
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
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
Videos
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