New: Insights Dashboard & Summary Report Improvements

We're excited to share the latest enhancements to Fathom’s Insights Dashboard, continuing our commitment to delivering greater value, usability, and actionable insights. It’s been great to hear how you’ve been using the Insights Dashboard since its launch in March. We think you’ll love these newest features which offer you more customization, even deeper analysis and improved visibility across your entire portfolio.  

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What’s New?

Dashboard Download to Excel

You can now download your dashboard results directly to Excel, making it easier to share insights, conduct further analysis, or present findings in your preferred format.  

Report Commentary

You can now add customised commentary to each page of a summary report generated from the Insights Dashboard. This new feature allows you to contextualise results, highlight trends, and communicate key takeaways more effectively with your clients. So your reports are not only more insightful, but also more engaging.

Profit & Loss and Balance Sheet Variance

When viewing the Profit & Loss and Balance Sheet within a Summary Report, you’ll now see the results of the prior period alongside the current period results, as well as the variance between the two. This enhancement makes it easier to compare, and gives better insight into financial performance over time.

Additional Metrics

We’ve introduced 10 new metrics to the Insights Dashboard. These additions give you a more comprehensive view of financial and operational performance across companies. The new metrics include:

• Inventory Days
  A measure of how efficiently the business converts inventory into sales.
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• Cash Conversion Cycle  
  A measure of the length of time between purchase of raw materials and the collection of accounts receivable from customers.

• Quick Ratio
  The Quick Ratio measures the availability of assets which can quickly be converted into cash to cover current liabilities.

• Work in Progress
  A measure of the value of incomplete projects or production.

• Work in Progress Days
  ‍A measure of the number of days, on average, that jobs are in progress prior to invoicing.

• Tax Liability    
  ‍A measure of the total outstanding tax obligations for a company.

• Debt to Free Cash Flow Ratio
  A measure of the number of years for the business to repay total debt from free cash flow.

• Net Assets
  A measure of the total value of a company's assets after deducting all its liabilities.

• Return on Capital Employed (ROCE)
  A measure of the efficiency and profitability of capital investment (i.e. funds provided by shareholders and lenders).

• Return on Equity (ROE)
  A measure of how effectively the business has used the resources provided by its owners to generate profits.

These metrics provide richer insights for evaluating performance, identifying risks, and uncovering opportunities across your portfolio.

Same Period Last Year Comparison

You can now compare a selected metric’s growth or performance against the same period last year on the Insights Dashboard. This feature supports better trend analysis and year-on-year performance tracking, helping you detect seasonal patterns and support strategic planning.

Threshold Periods

We’ve enhanced the thresholds feature by allowing you to define them by Month, Quarter, or Year. Fathom will automatically aggregate or disaggregate thresholds depending on the period you’re viewing, ensuring consistency and flexibility in performance monitoring – no matter how you slice the data.

These updates give you deeper insights and more customisable reporting, which is great news if you want to see better engagement and more confident decisions across your client base.

Learn more

• Catch up on the Insights Dashboard and the Fathom Portfolio Plan
• View our collection of articles on the Insights Dashboard in the Fathom Help Centre