Consolidations & Benchmarking Groups

Start here!

Preparing to consolidate or benchmark

Before creating a consolidation or benchmark group, check that you've setup the underlying companies

Written by Calen Olesen
Updated over a week ago

Creating a consolidated or benchmark group

Creating a Consolidated Group

How to combine companies into a consolidation in Fathom

Written by Shale Heidinger
Updated over a week ago

Creating a Multi Currency Consolidation

Combine all of your entities from different currencies into a single base currency for a consolidated group.

Written by Shale Heidinger
Updated over a week ago

Creating a Benchmark Group

Group companies to generate your own benchmark data

Written by Shale Heidinger
Updated over a week ago

Setting up your consolidated group

Consolidated Group Profile

Step 2 - Changing the group name, customizing and setting exchange rates, adding a group logo

Written by Calen Olesen
Updated over a week ago

Consolidated Chart of Accounts

Step 3 - Customize a consolidated group’s Chart of Accounts by adding headings, structure, and hierarchy

Written by Shale Heidinger
Updated over a week ago

Eliminations in a Consolidated Group

Eliminate intercompany transactions and loans within Fathom and perform currency or cumulative translation adjustments

Written by Shale Heidinger
Updated over a week ago

Consolidating KPIs

Step 4 - Roll up KPIs from underlying companies to use within a consolidated group

Written by Shale Heidinger
Updated over a week ago

Set Targets in a Consolidated Group

Step 6 - Set targets to measure the performance of your consolidated financial and non-financial KPIs

Written by Shale Heidinger
Updated over a week ago

Setting Alerts in a Consolidated Group

Step 6 - Set alerts for your consolidation's KPIs

Written by Calen Olesen
Updated over a week ago

Updating a Consolidated Group

How to update data and change configuration for a consolidation

Written by Shale Heidinger
Updated over a week ago

Setting up your benchmark group

Benchmarking Segmentation

Step 2 - Defining segmentation variables for your benchmark group

Written by Shale Heidinger
Updated over a week ago

KPIs in a Benchmark Group

Step 3 - Selecting and setting up key metrics in your benchmark group

Written by Shale Heidinger
Updated over a week ago

Permissions in a Benchmark Group

Step 4 - Setting user permissions in a benchmark group

Written by Shale Heidinger
Updated over a week ago

Privacy in a Benchmark Group

Step 5 - Privacy and anonymity in a benchmark group

Written by Shale Heidinger
Updated over a week ago

Consolidated analysis, reporting, & forecasting

Consolidated Group Reporting

Additional reporting capabilities for consolidations, including financial statements split up by underlying company

Written by Calen Olesen
Updated over a week ago

Analysis in a Consolidated Group

Analyze consolidated group performance with some unique analysis tools for consolidations

Written by Lena Johansen
Updated over a week ago

Forecasting in a consolidated group

How fathom forecasts and consolidated groups interact with one another

Written by Allanah Miller
Updated over a week ago

Benchmark group analysis & reporting

Compare tool

Use the Compare tool to create refined comparisons and insightful scatterplots of your benchmark group data

Written by Shale Heidinger
Updated over a week ago

Rank tool

Rank benchmarked companies across all metrics

Written by Shale Heidinger
Updated over a week ago

Referencing benchmark group data in reports

Bring data from the benchmark group in underlying company reports

Written by Calen Olesen
Updated over a week ago

Alerts Dashboard

Stay on top of downward trends in the business by viewing your alerts dashboard for a benchmark group.

Written by Shale Heidinger
Updated over a week ago

FAQ

Consolidations Training

A full walk through of Fathom's consolidation tools

Written by Calen Olesen
Updated over a week ago

Why is my consolidated group's balance sheet not in balance?

Reasons your consolidation's balance sheet may not be balancing

Written by Calen Olesen
Updated over a week ago

Multi currency Consolidation Methodology

How Fathom calculates exchange rates and translates financials in multi-currency consolidated groups

Written by Calen Olesen
Updated over a week ago

Using Exchange Rates in Fathom

Fathom's default foreign exchange rates and how to customize or edit foreign exchange rates

Written by Shale Heidinger
Updated over a week ago

Benchmarking - Feature Guide

A guide to creating benchmarking groups to compare companies in Fathom.

Written by James Lin
Updated over a week ago

Consolidations - Feature Guide

Everything you need to know about creating, analysing, and reporting on consolidated groups within Fathom.

Written by James Erving
Updated over a week ago