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New: Scenario specific assumptions, expanded quick metrics and more forecasting flexibility

July 27, 2021

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This month, we’ve introduced improvements that give you the flexibility to take your three-way cash flow forecast to the next level.

Increased assumptions

We first built assumptions into Forecasting to give you an easy way to explain key calculations, comments and assumptions.  These notes are included in your new or existing Fathom reports and are derived from your main forecast value rules and timing profiles.

We’re excited to announce that we’ve expanded this functionality. You can now surface notes in the assumptions report component from the following additional places:

  • Scenario specific value rules and timing profiles
  • Microforecast specific value rules and timing profiles
  • Baseline and scenario specific driver value notes
Expanded Assumptions

Expanded Quick Metrics

Are you keeping an eye on the metrics that matter with our Quick Metrics functionality? We’ve increased the list of selectable metrics from our default 10, so you can now include any of your active KPIs (including custom formula KPIs).

This allows you to pin important metrics to the bottom of your forecast, with a monthly threshold to track. As you change the value rules and timing profiles that underpin the model, you can watch the numbers update instantly.

As always, you can toggle to chart view to get a feel for how far above or below you are from a certain threshold or metric.


Stacked bar chart in forecast reports

At Fathom, we're passionate about ensuring your forecasts can be easily included in your reports. So we’ve made a small but mighty improvement to bar charts so you can combine actuals with the forecast for the remainder of year (or quarter). Using stacked bar charts makes it easy to know where your business is headed using this combined view of actuals and forecasts.

Stacked Bar Charts

Wider account links

Complex modelling, made simple. Send any Profit & Loss account to a wider range of Balance Sheet accounts, allowing you to model movements to more accounts. For example, you might like to set cash to any current asset or current liability account. This paves the way for easier modelling of inventory, annual leave accruals, invoice factoring, and a range of other edge cases.

More information

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