Fathom

Shale Heidinger

Calen Olesen

Sam Russell

Consolidate companies for analysis, reporting, and forecasting or group companies together to create your own benchmark data set.

Consolidations & Benchmarking Groups

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

Getting Started with Consolidated & Benchmarking Groups

Start here!

How to combine companies into a consolidation in Fathom

Creating a Consolidated Group

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

Creating a Multi Currency Consolidation

Group companies to generate your own benchmark data

Creating a Benchmark Group

Creating a group

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

Consolidated Group Profile

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

Consolidated Chart of Accounts

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

Eliminations in a Consolidated Group

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

Consolidating KPIs

Step 5 - Set targets to measure the performance of your consolidated financial and non-financial KPIs

Set Targets in a Consolidated Group

Step 6 - Set alerts for your consolidation's KPIs

Setting Alerts in a Consolidated Group

How to update data and change configuration for a consolidation

Updating a Consolidated Group

Setting up your consolidated group

Step 2 - Defining segmentation variables for your benchmark group

Benchmarking Segmentation

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

KPIs in a Benchmark Group

Step 4 - Setting user permissions in a benchmark group

Permissions in a Benchmark Group

Step 5 - Privacy and anonymity in a benchmark group

Privacy in a Benchmark Group

Setting up your benchmark group

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

Consolidated Group Reporting

Analyze consolidated group performance with some unique analysis tools for consolidations

Analysis in a Consolidated Group

How Fathom forecasts and consolidated groups interact with one another

Forecasting in a consolidated group

Consolidated analysis, reporting, & forecasting

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

Compare tool

Rank benchmarked companies across all metrics

Rank tool

Bring data from the benchmark group in underlying company reports

Referencing benchmark group data in reports

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

Alerts Dashboard

Benchmark group analysis & reporting

Consolidations Made Easy - A full walk through of Fathom's consolidation tools

Consolidations Training

Reasons your consolidation's balance sheet may not be balancing

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

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

Multi currency Consolidation Methodology

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

Using Exchange Rates in Fathom

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

Benchmarking - Feature Guide

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