KPIs Demystified

57
Mins

Overview

In this webinar you'll learn

  • How to define your KPIs
  • The best way to set up KPIs in Fathom
  • How to measure KPI performance in Fathom
  • How to monitor KPI performance in Fathom
About your presenter
James Erving

James is Head of Customer Success (APAC). James is passionate about helping businesses thrive, and improving customer experience.

James Lin

James is passionate about helping businesses transform by implementing SaaS solutions to make better business decisions. James assists accountants to deliver scalable reporting and advisory services to their clients, providing these clients with clarity and confidence to make decisions into the future. In his spare time, you’ll find James playing snooker, golf, or shooting hoops.

Own FY26: Break down reporting and forecasting by division in Fathom
Video
Own FY26: Break down reporting and forecasting by division in Fathom
Learn how to treat tracking categories as standalone entities – giving you deeper insights, cleaner reports, and tighter control.
The 20% Test: How to Identify Your Most Powerful Growth Drivers in Fathom
Video
The 20% Test: How to Identify Your Most Powerful Growth Drivers in Fathom
If you're tired of guessing and want more confidence in your next best decision toward growth, this one's for you.
The Real Deal: Smarter Reporting & Benchmarking in Fathom for Real Estate
Video
The Real Deal: Smarter Reporting & Benchmarking in Fathom for Real Estate
How real estate investment firms and property managers can simplify financial reporting

KPIs Demystified

57
Mins
Overview
In this webinar you’ll learn
  • How to define your KPIs
  • The best way to set up KPIs in Fathom
  • How to measure KPI performance in Fathom
  • How to monitor KPI performance in Fathom
Get the webinar recording
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
About your presenter
James Erving

James is Head of Customer Success (APAC). James is passionate about helping businesses thrive, and improving customer experience.

James Lin

James is passionate about helping businesses transform by implementing SaaS solutions to make better business decisions. James assists accountants to deliver scalable reporting and advisory services to their clients, providing these clients with clarity and confidence to make decisions into the future. In his spare time, you’ll find James playing snooker, golf, or shooting hoops.

Try Fathom today
Start your 14-day free trial. No credit card required.
Try for Free