What Spotlight Reporting says Our suite of reporting tools enable Virtual CFO reporting, strategic planning, goal-setting, wealth management, budgeting, forecasting, multi … Banks and other lenders use covenants as a key measure of risk and will regularly track the covenants of businesses they have lent to. To create a budget, forecast and scenarios follow these steps: From the dashboard click the Go to Task Manager button alongside your organisation’s name. Helping clients build cashflow strategies and look ahead with confidence should be a core and high-value offering for all advisors. Integrated reporting and forecasting that allows you to create insights to inform better business outcomes. Now you can quickly surface key performance indicators and loan covenants in one place to help monitor these metrics and to assist with decision making. This is what's covered in this video: Updating actuals in a forecast. Using Spotlight I had the rest of this financial year budgeted and forecast done in 30 minutes. The Spotlight Suite will give you or your business the tools necessary to grow a trusted advisor relationship with your clients. Powerful group-wide benchmarking, visualisation and consolidation for Franchises. This is what's covered in this video: Setting up a … Watch and then learn https:/ Seamlessly import financial data, build responsive forecasts using key business drivers, and surface KPIs and loan covenants to assist with decision making. This advanced Forecasting video will teach you and your team how to use advanced key features to take your forecast reports to the next level. Strengthen your forecasting capabilities with KPIs & Covenants. Play. Debt is a necessary part of any business journey. ", Richard Francis, Spotlight Reporting CEO and CA. Using Spotlight Forecasting you can help clients prepare budgets, forecasts, and scenarios which take into account a changing economic landscape. Cash adjustments. I am a newcomer to Spotlight Reporting and I have to say I love it!! Four amazing products and powerful feature sets. You'll gain an in-depth understanding of Spotlight Dashboard, Reporting, and Forecasting. Seamlessly import your data from Quickbooks Online & Desktop versions to create powerful reports, dashboards, forecasts and multi-entity reporting. Great budgeting and cash flow forecasting can mean the difference between business success and failure. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube. Our advisor plan includes Reporting, Forecasting and Dashboard. BlueRock provides in-depth analysis for hundreds of clients in 1/10 of the time. Find the solution to best meet your particular needs, Powerful management reporting to help achieve better business outcomes, Advanced cashflow forecasting to navigate challenging times, An instant snapshot of performance to focus on what really matters, A group-wide tool for franchises, not-for-profits, and industry specialists, Check out our most recent product updates to stay ahead of the game, See how our tools work together to form a complete solution, Join our free webinars packed with insights to take you to the next level, Progressive accountants share how theyâve made Advisory a success, Become an expert in Spotlight and delivering Advisory services, Download our whitepapers and sample Spotlight report outputs, Premium content available to customers on our Super VCFOÂ plans, Browse Spotlights library of resources for Advisors and Businesses, BlueRock â Frank Druda, Accounting Director, PwC â Rachel Ah Koy, Manager & Scott McLiver, Partner, Outsourced CFO â Louw Barnardt, Co-founder & Managing Director. Each product helps with specific business functions by plugging into Xero and using its rich accounting ledger data to surface key insights. Click the applicable button for the task you’d like to create (budget, forecast or scenario). 1. Spotlight Forecasting is an 'all-in-one' budget creator, 3-way forecasting and scenario builder. Find the solution to best meet your particular needs. Find the solution to best meet your particular needs, Powerful management reporting to help achieve better business outcomes, Advanced cashflow forecasting to navigate challenging times, An instant snapshot of performance to focus on what really matters, A group-wide tool for franchises, not-for-profits, and industry specialists, Check out our most recent product updates to stay ahead of the game, See how our tools work together to form a complete solution, Join our free webinars packed with insights to take you to the next level, Progressive accountants share how theyâve made Advisory a success, Become an expert in Spotlight and delivering Advisory services, Download our whitepapers and sample Spotlight report outputs, Premium content available to customers on our Super VCFOÂ plans, Browse Spotlights library of resources for Advisors and Businesses, BlueRockâ Frank Druda, Director (Accounting), PwC â Rachel Ah Koy, Manager & Scott McLiver, Partner, The Cheesecake Shop â Ken Rosebery, Executive Director, Accounting For Good â Kirsten Forrester - CEO. The consolidated forecasting options are designed to bring together several individual forecasts into one consolidated forecast, rather than to create a brand new forecast from already consolidated data. Using Spotlight Forecasting you can help clients prepare budgets, forecasts, and scenarios which take into account a changing economic landscape. Try Spotlight free for 28 days! Being a business coach rather than an accountant the budgeting and cash flow forecasting never came easily to me. A cashflow forecast that can save a business, help them raise capital, or even refinance, is worth its weight in gold. Spotlight Forecasting is an 'all-in-one' budget creator, three-way forecasting, and scenario builder. In a group (Spotlight Reporting and Spotlight Multi only), the individual organisation currency is used along with the group currency to determine the exchange rate. Use Spotlight Forecasting to help key stakeholders, potential investors, and lenders easily visualise the predicted future of a business. Using Spotlight Forecasting and … Four award-winning products and powerful feature sets that combine to create complete reporting and forecasting platform. Donât let your clients fall into this trap. Our Forecasting tool is an âall-in-oneâ budget creator, full three-way forecasting and scenario builder. Take it for a spin https://hubs.ly/H0Gl6cV0 It's great that you've mastered the basics of Forecasting! Our experts have pulled together all of the best videos and resources together so you can get on your way and experience the best of Spotlight. Get started - learn the basics. It also features on the top of each page within the report. Spotlight has a loyal following of business owners who find the features efficient in reporting and data visualization for businesses. This default relates to the Classic dashboard only. Not for Profit. Ryan Richardson prepared a forecast that went on to help his client secure funding for an $11 million project. From onboarding, training, and goal setting our pricing plans are designed to enable accounting firms to make the complete journey from service provider to trusted advisor. Full 3-way cashflow forecasting with flexible rules and great outputs, ideal for the Bank and Board. try spotlight for free Book a demo. When you first import, Spotlight Forecasting assigns the ‘default bank account’ status to a bank account in your accounts list. Show Archived Accounts - Show or hide accounts which are archived in your accounting system. 2. When you use the Account Name or Spotlight Display Name options in a dynamic rule, if you change the account name or Spotlight Display Name afterwards, this change does not automatically flow through. Spotlight Reporting offers reliable and flexible reporting and forecasting options backed by a responsive customer success team. An example report of what you could prepare for your clients today. If you are preparing a cash flow forecast to help your client obtain financing, use Spotlight Forecasting and in particular the new loan rule to prepare a full 3 way forecast. Without liquidity, business will never wither and die. I've been using Spotlight Reporting for the last year or so, and the Forecasting toolset to set budgets for the new financial year. Designed to enable strategic and meaningful conversations with your clients, and stakeholders, the Spotlight suite of tools are the preferred choice of the Big 4 and ideal for accounting firms, business owners, CFOs, franchises, and … Let’s look at a couple of examples: Monitoring loan covenants. With access to financial and non-financial data, youâre in a position to project this forward so you can help your clients make smarter decisions that mean the difference between success and failure. Driver-Based Forecasting: Connect the Dots from Driver to Success. Get access to two other award-winning products, Reporting and Dashboard, and their powerful feature sets to create a complete reporting and forecasting platform. Monitor and stay focused on performance and the most important KPIâs of business success. Our Not for Profit plan includes Multi only. All our plans include the Spotlight Reporting, Forecasting and Dashboard suite with Online Support, Partner Success Centre and 24/7 Help Centre. Franchises. Note: Re-imported data overwrites existing data where dates overlap. Watch the video. Balance Sheet Forecast rules. forecasting reporting dashboard multi Forecasting Settings Create and edit a budget, forecast and scenarios Customise Layout - Spotlight Forecasting Consolidations Share and export a report … From onboarding, training, and goal setting, your firm will be ready to take the complete journey from service provider to trusted advisor. Integrated reporting and forecasting that allows you to create insights to inform better business outcomes. "If accountants aren't doing cashflow forecasting for their clients, they're missing out on a huge opportunity to deepen their relationship and add value. forecasting reporting dashboard multi Forecasting Settings Practice Settings Customising Report Covers ... Customise Layout - Spotlight Forecasting Consolidations Share and export a report Common questions Request Support. Built for accountants, Spotlight Reporting has been designed by accountants with decades of experience in advisory and consultancy. Owners & CFOs. Benefits of being Spotlight certified. What is Spotlight Reporting? The bank balance, for this account, in the Customise Data grid fluctuates as a … Easily create powerful and visual reports. The default will appear on the first tile of the classic layout and cannot be edited on a per report basis. We've made it easy to create and update drivers to improve your forecasting experience. The Driver-Based approach. Spotlight Dashboards There are 3 default layouts in the Dashboard product. Outsourced CFO share how Xero and Spotlight Reporting solve some of the most complex reporting requirements for their clients. 1. At the moment a consolidation within Spotlight Reporting cannot be linked to Spotlight Forecasting. Spotlight Forecasting lets you run your reports for a period up to 60 months. Take a look and judge for yourself. In our latest Forecasting update, we’ve added an exciting range of new features to ensure you enjoy the best user experience. Julie Francis, Spotlight Reporting CFO and Forecasting Product Owner. Creating 'what-if' scenarios. So, how would you use this? Stay focused on performance and the most important KPIâs, Grow a trusted advisor relationship with clients and increase revenue, Increase advisory revenue and get better business insights, at scale, Access insights to help your Not-for-Profit do more of its best work, The specialist group-wide benchmarking, visualisation and consolidation tool, See how Spotlight has worked for other firms or businesses just like yours. Seamlessly import financial and non-financial data and easily visualise into clear actionable insights, Spotlight Reporting empowers accounting firms, businesses, franchises and not-for-profits with powerful solutions to create better business outcomes. Our Franchise plan includes Multi only. New depreciation rule. For accountants and businesses wanting reporting that delivers deeper insight and clarity for better decision making, there are no better reporting solutions available. Spotlight Forecasting lets you import data and update actuals from Xero, QuickBooks Online, MYOB AccountRight Live and MS Excel. Specialist benchmarking, visualisation and consolidation for Not for Profit. Unleash the power of our Spotlight and QuickBooks integration. This video from our Product Manager is just for you! We started this series of posts to compare and contrast the features of various tools like Spotlight with our favourite – Dryrun – to make sure that users can find the cloud tools that are the best fit for their business structures and processes. Learn how to use some of the basic features and then have a go at building your first forecast. try spotlight for free Book a demo. The organisation lending the funds will always want to see that the funds can be repaid and that the repayment plan is … Video: Forecasting Basics. Easily import your Budget data or start from scratch Full three-way forecasting with flexible rules and great outputs Plot and plan for the future by selecting or creating ‘what if?’ scenarios Spotlight Forecasting appears on the cover page of the Spotlight Forecasting report. Reveal key drivers that impact performance. This Forecasting Basics video will help you and your team master the basics of Forecasting. Our Business plan includes Reporting, Forecasting and Dashboard. With Spotlight Forecasting, we're trying to empower accountants to provide a future view to solve many of the challenges that businesses face. We all know that cash is lobe food of any business. Create industry reports in minutes with our expertly-crafted templates. Integrated reporting and forecasting that allows you to create insights to inform better business outcomes. Stay focused on performance and the most important KPIâs, Grow a trusted advisor relationship with clients and increase revenue, Increase advisory revenue and get better business insights, at scale, Access insights to help your Not-for-Profit do more of its best work, The specialist group-wide benchmarking, visualisation and consolidation tool, See how Spotlight has worked for other firms or businesses just like yours. The first step is to determine the key business drivers. The new features include adding a depreciation rule, a non-cash rule, new display and auto copy rule. Wondering how Consolidated Forecasting works? The Spotlight Suite . Grow a trusted advisor relationship with your clients and increase revenue opportunities. Get all your staff trained now so they know how to use Spotlight Reporting, Forecasting, and Dashboard. This means that all cash transactions will be posted to this default bank account. PWC partnered with Spotlight Reporting to launch an innovative new cloud advisory platform called Next. Spotlight Forecasting is an 'all-in-one' budget creator, 3-way forecasting and scenario builder. – Julie Francis, Spotlight Reporting CFO and Forecasting Product Owner. What are the key variables that drive revenue, costs and the success of the business? For franchises, not for profits and industry specialists: Multi allows you to aggregate, rank and benchmark. How can I make a change to values in my consolidated forecast? Should these drivers play a key part in your forecasts? Getting Started - Forecasting (30 mins) from Spotlight Reporting on Vimeo. Spotlight Forecasting is an ‘all-in-one’ budget creator, three-way forecasting and scenario builder. You'll grow your Spotlight knowledge to make report and forecast preparation more efficient. 82% of the time, poor cashflow management or poor understanding of cashflow contributes to the failure of a small business. Spotlight Reporting is actually a stack of four business intelligence products named ‘Reporting’, ‘Forecasting’, ‘Dashboard ’, and ‘Multi’. Layer this with data, financial and non-financial, from sources such as Excel, Google Analytics to give you a 360 degree view. Designed to enable strategic and meaningful conversations with your clients, and stakeholders, the Spotlight suite of tools are the preferred choice of the Big 4 and ideal for accounting firms, business owners, CFOs, franchises, and not-for-profits seeking to deliver clarity and insights. Put cashflow forecasting at the heart of your advisory offering with an all-in-one budget creator, three-way forecasting and scenario builder. Why Spotlight? Create industry reports in minutes with our expertly-crafted templates. Dashboard provides an instant snapshot of business performance âenabling you to focus on what really matters. A very simple tool, with good features and control over data. Sign up and learn how to prepare budgets, forecasts and scenarios for your board and stakeholders.
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