Your financial data holds answers to the questions that matter: Where are profits really coming from? Which products drain cash? How will next quarter look if sales dip 5%? Fathom turns your accounting data into clear, visual dashboards that help you see the story behind the numbers—and act on it.
In this post, you’ll learn how businesses use Fathom to:
By the end, you’ll know the key features to leverage, practical use cases, and how to get expert help setting it up for your business.
Fathom integrates with leading accounting platforms like QuickBooks Online, pulling your general ledger data into a clean, visual interface. It’s designed for owners, CFOs, controllers, and managers who want answers—not just reports. You can slice data by entity, period, and division, then present it in dashboards that are easy to scan and share.
Key benefits:
Fathom’s analysis tools help you move from “What happened?” to “Why?” and “What next?”
Trend and variance analysis
Example: A services firm used Fathom to see gross margin slippage over three months. Drilling in, they found subcontractor costs rising faster than billable rates—an insight hidden in their standard P&L.
Common financial ratios, automated
You can set thresholds to flag when ratios move out of range, so issues are caught early.
Consolidations and multi-entity visibility
If you manage multiple locations or entities, Fathom can consolidate results and let you compare units side-by-side. You can view performance at a high level, then drill into underperforming branches to target improvements.
Dashboards only work if they show the right metrics. Fathom gives you a library of financial and non-financial KPIs and lets you define custom ones that fit your business model.
Core KPIs to consider
You can group KPIs by audience—executive, finance, sales, operations—so each team sees what they control.
Targets, alerts, and scorecards
Example: A SaaS company highlighted net revenue retention and gross margin in a weekly leadership dashboard. When the margin dipped below the target, the team paused discounting and renegotiated vendor costs, recovering 2 points in a month.
Great dashboards turn complex data into clear action. Fathom’s visual tools help you explain results fast.
Ready-to-use visualizations
Each tile is interactive: click to reveal detail, period comparisons, or the underlying accounts.
Custom, shareable reports
These reports reduce meeting time because the visuals do the heavy lifting.
Dashboards are more powerful when paired with forward-looking views.
Example: A wholesale distributor modeled a 10% supplier price increase. The forecast showed cash tightening in 60 days unless prices rose or inventory turned faster. With that insight, they adjusted pricing tiers and improved purchasing terms ahead of time.
Teams that adopt Fathom dashboards see:
When data is visible and trusted, decisions get better—and results follow.
If you want dashboards that actually drive performance, Fathom is a strong choice. Getting the setup right—chart of accounts, KPI definitions, targets, and reporting cadence—makes all the difference.
AccountingDepartment.com can help you implement Fathom the right way. Our team will configure your dashboards, define KPIs that fit your goals, build board-ready reports, and train your staff to use them. Contact AccountingDepartment.com to get started and turn your financial data into a reliable decision engine.
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