#Balance forecasting update
#Balance forecasting pro

#Balance forecasting pro

💡 Pro Tip: We suggest changing the page orientation to 'landscape' when adding a financial trends table to your report for the best spacing. To show actuals and forecast or actuals and budget values in the same trends table, you’ll need to select ‘Actuals’ and then choose the forecast/scenario/budget in the ‘Projection’ drop down menu.

#Balance forecasting update

If you chose ‘Budget’, you can choose the Current, Next, or 3rd financial year of your budget if the budget data have been imported into Fathom in ‘Step 1 - Update Data’. If you choose ‘Forecast’, you can choose between your main forecast or your scenarios in the ‘Projection’ drop down. In the ‘Columns’ section of the ‘Properties’ menu that opens, select to show ‘Actuals’, ‘Forecast’, or ‘Budget’. Hover over the table and click on the green ‘Pencil’ icon in the upper right corner of the table

You can also combine up to 12 months of your actuals and your forecast or your actuals and your budget in a Financial Trends table. You can add a table showing up to 12 months of actuals, forecast (main or scenarios), or budget data to a report. The Financial Trends tables in Fathom have been outfitted with additional capabilities for reporting on your main forecast and scenarios. The tables & financials section of the report editor allows you to:Īdd forecast financial statements to your custom reportsĪdd forecasting specific tables to your custom reports The additional forecasting components include, Once you’ve created your forecast in Fathom, you’re then able to integrate it (and any scenarios) into your custom reports and management packs to incorporate future looking data with the actuals flowing through from your source system.