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

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.

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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.

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.

Video

Ask an Expert: Live with Ben Cooper

Ben Cooper, Founder of Amplify Advisory, shares a visual framework for understanding cash flow and demonstrates how Fathom's forecasting tools help businesses plan for big decisions without the guesswork.

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

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About your presenter

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

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.

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