Resource centre

Learn how to define and track the KPIs that are most important to your company, ensuring you can get started with Fathom quickly.

Learn how to build a budget using Forecasting, how to set business targets against your budget and how to report on budget vs actual performance.

Discover how Forecasting can help you add value to your clients' businesses and improve the client relationship through more efficienct and effective forecasting.

When your advisory offering is up and running, this guide helps keep it on track.

Develop the right mindset to guide and advise clients on their future plans.

Finding trends in data is a highly valued skill for an advisor. Read why and how you can harness this skill to build your offering.

A franchise benchmark report prepared by an advisory firm. Compares and benchmarks performance against other franchise locations.

A management report for a digital creative agency. This reports contains key financial metrics, client analysis, project performance, cash flow and cash flow forecast.

A performance report which includes everything a hospitality venue may track, includes detailed KPI and revenue analysis charts as well as cash flow forecast.