If you’ve ever found financial forecasting, planning, or scenario analysis to be a time-consuming, Excel-heavy process, you’re not alone. Many businesses struggle with the back-and-forth of multiple spreadsheets and disjointed data. Fortunately, there’s a faster, easier solution—and in this blog, we’ll explore how the tool Fathom can transform your financial modeling process in just minutes.
The Problem with Traditional Forecasting
- Labor-intensive Excel files
- Difficult collaboration across versions
- Complexity in modeling different revenue outcomes
- Lack of visibility into real-time financial impact
Introducing Fathom: A Modern Planning Tool
The video walks us through how Fathom simplifies scenario planning using an intuitive interface, integration with QuickBooks, and powerful forecasting tools. The key takeaway? You can build and test revenue scenarios in as little as two minutes.
Live Example: Modeling a New Parking Lot
Business Context
A real estate business is considering acquiring a new parking lot. The goal is to model:
- Revenue potential
- Space requirements
- Financial impact on profit and cash flow
Steps Taken in Fathom
- Data Integration
- QuickBooks P&L data automatically loaded
- Scenario modeling starts with current financials up to May 2025
- Creating Drivers
- Defined key revenue drivers based on square footage per car
- Modeled total car capacity and unit revenue per car
- Enabled easy adjustments for lot expansions or density improvements
- Dynamic Revenue Forecasting
- Revenue automatically recalculated based on inputs
- Scenario shows how tripling the lot size in August boosts revenue significantly
- Instant visibility into how changes affect both monthly revenue and cumulative totals
The Real-Time Impact
Fathom doesn’t stop at revenue modeling. Every change you make:
- Flows through the P&L instantly
- Updates cash on hand projections
- Adjusts operating profit margin at period-end
This allows business owners and advisors to immediately see the bottom-line effect of a decision—empowering smarter choices with clearer data.
Why Fathom Stands Out
- Speed: Build and test a scenario in minutes
- Flexibility: Tweak drivers to explore multiple outcomes
- Clarity: Visualize impact across revenue, cash, and profit
- Client-Friendly: Ideal for advisors helping clients understand financial consequences
Conclusion
Scenario planning doesn’t have to be complex or slow. With tools like Fathom, you can turn hours of spreadsheet modeling into a few minutes of streamlined, visual forecasting. Whether you’re evaluating a new investment or helping a client map out potential growth, this tool is a game-changer.
Want to see it in action?
Check out the full walkthrough in the video above.
Need help with your own forecasting?
Send us a note at howdy@thefullsend.com, we're always happy to help or answer any questions you may have!
