Getting Started

Importing your data and customising your company's Chart of Accounts, KPIs, Targets, and Alerts

Daniel Walls avatar James Erving avatar James Lin avatar +4
49 articles in this collection
Written by Daniel Walls, James Erving, James Lin and 4 others
KPIs

Step 4 - KPIs

Select default and create custom key metrics or KPIs (Key Performance Indicators) to track within Fathom
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Non financial KPIs

Import nonfinancial, operational, CRM, or other data into Fathom for analysis and reporting
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Written by James Erving
Updated over a week ago

Account Watch KPIs

Gain visibility into the performance of key accounts in your Chart of Accounts by turning them into Account Watch KPIs.
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Written by James Erving
Updated over a week ago

KPI Library

Save and maintain your KPIs in a single location. KPI Library allows you to copy KPIs to other companies within your Fathom account.
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Written by James Erving
Updated over a week ago

Google Sheets FAQs

Common questions asked about Fathom’s integration with Google Sheets
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Written by Calen Olesen
Updated over a week ago

Creating a Master Google Sheet

Transfer KPI results input manually or imported from Excel to Google Sheets or consolidate KPIs from multiple Google Sheets into one
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Written by Calen Olesen
Updated over a week ago

How can I tell which non financial KPIs come from where?

Identify which KPIs are imported from Excel or Google Sheets
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Written by Calen Olesen
Updated over a week ago

Troubleshooting a Google Sheets Connection

Unable to connect to Google Sheets to Fathom or having trouble updating non-financial data?
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Written by Calen Olesen
Updated over a week ago

Updating Non Financial KPI Results

How to update non-financial data in Fathom and turn on or off automatic updates
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Written by Calen Olesen
Updated over a week ago