New: Dashboard Saved Views, Sage 50 Accounts integration live, and visual updates

Insights Dashboard saved views for greater functionality

Fathom's new Saved Views feature allows you to quickly access your most frequently used custom views of the Insights Dashboard. This new feature is enabled for everyone with access to the Insights Dashboard.

Saving the dashboard view will save your selections for:  

• Metrics or columns  
• Filters  
• Sorting options  
• Period type (if you are viewing monthly, quarterly, or yearly results)  

This feature is now live in Fathom. To find out more, visit the Help Centre to learn how to save your view of the Insights Dashboard. We also published a blog post with one of our in-house accounting experts showing you the best ways to use the Insights Dashboard, check it out here.

Company Settings may look different

We've redesigned Fathom's Company Settings to provide a more streamlined and familiar experience.

As part of this change, we've added some enhancements, including:

• Multi-select and bulk actions for KPIs
• Search, sort and filter your KPIs, Targets and Chart of Accounts
• Autosave in the Chart of Accounts

Sage 50 Accounts (UK & Ireland) integration goes live

Our integration with Sage 50 Accounts (UK & Ireland) is now live!  

All Fathom accounts can now add companies through our Sage 50 Accounts integration by uploading a Trial Balance and Chart of Accounts. Instructions on how to export the required files from Sage 50 can be found in our Help Centre article here.

Updated Fathom Certification

Along with the recent improvements to the Fathom product and launch of our new Portfolio plan and Insights Dashboard, there has been an update to Fathom Certification. The Fathom Certification program now includes:

• The Portfolio plan
• Bulk import & update
• Sage integrations
• The Insights Dashboard (and all associated features e.g. Tags)
• Summary Reports

This update comprises a new module, new videos, and updated assessment questions. You can learn more about the Fathom certification here.

This month brought more improvements to functionality, integrations, and usability. Exciting things are on the horizon for next month. Stay tuned to our blog, or follow us on LinkedIn to keep up to date with all things Fathom!