Building a Custom Report in Real Time

48
Mins

Overview

In this webinar you'll learn

About your presenter
Lena Johansen

Customer Engagement Manager
Lena helps small and medium sized businesses become comfortable with Fathom through calls, demonstrations, and onboardings. She has worked for SAAS companies in customer facing roles for her entire career and enjoys helping users learn and adopt technology that will help them and their business succeed.

The Build: "Are we on track?"
Video
The Build: "Are we on track?"
CFO Edition: You beat budget but revenue fell 24%. Build the board report and reforecast that answer the board's real question: are we actually on track?
Ask an Expert: Live with Jessica Morton
Video
Ask an Expert: Live with Jessica Morton
Jessica Morton, Co-Founder of Jessica & Morton Limited and award-winning Fractional CFO, shares how she builds the reporting foundation that makes forecasting actually reliable — and why getting this right first is the key to every forward-looking conversation that follows.
Ask an Expert: Live with Patrick Ball (Aprio)
Video
Ask an Expert: Live with Patrick Ball (Aprio)
Patrick Ball, Director at Aprio, shares how his team delivers consolidated reporting across multiple entities and platforms using Fathom — and how that process becomes the foundation for strategic advisory conversations.

Building a Custom Report in Real Time

48
Mins
Overview
In this webinar you’ll learn
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About your presenter
Lena Johansen

Customer Engagement Manager
Lena helps small and medium sized businesses become comfortable with Fathom through calls, demonstrations, and onboardings. She has worked for SAAS companies in customer facing roles for her entire career and enjoys helping users learn and adopt technology that will help them and their business succeed.

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