spotlight reporting forecasting

Take a look and judge for yourself. try spotlight for free Book a demo. This Forecasting Basics video will help you and your team master the basics of Forecasting. Ryan Richardson prepared a forecast that went on to help his client secure funding for an $11 million project. Watch our help video to get a run-through. From the main Spotlight Forecasting screen, click the Add Group button. At JMD Financial Partners, we're experts in Spotlight Reporting! Take a look and judge for yourself. Add Multi for benchmarking and ranking for franchises. Access to three powerful tools to enable advisory. For accountants and businesses wanting reporting that delivers deeper insight and clarity for better decision making, there are no better reporting solutions available. We believe that every business deserves a cashflow forecast. Download a sample dashboard, PDF. Watch the video. Bring the data to life. 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. Learn how to use some of the basic features and then have a go at building your first forecast. Use Spotlight Forecasting to help key stakeholders, potential investors, and lenders easily visualise the predicted future of a business. Find the solution to best meet your particular needs. Video: Forecasting Advanced. Reporting, Forecasting, Dashboard. Be your clients trusted advisor by making Spotlight Forecasting the cornerstone of your advisory services. Your Cashflow Forecast shows you the cash impact of your actions on the balances entered into the data grid and the rules applied in the Profit and Loss and Balance Sheet. This means that all cash transactions will be posted to this default bank account. "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. You'll gain an in-depth understanding of Spotlight Dashboard, Reporting, and Forecasting. Full 3-way cashflow forecasting with flexible rules and great outputs, ideal for the Bank and Board. This will appear on the final report. Outsourced CFO share how Xero and Spotlight Reporting solve some of the most complex reporting requirements for their clients. Through Spotlight Forecasting, we were able to complete a three-year forecast and build this into our client’s business plan. Spotlight App Overview. Get access to two other award-winning products, Reporting and Dashboard, and their powerful feature sets to create a complete reporting and forecasting platform. From onboarding, training, and goal setting, your firm will be ready to take the complete journey from service provider to trusted advisor. Tracking Category / Divisional budget variance Reporting Performing regular budget vs. actual comparisons, with the new level of business area granularity, will reveal trends that could otherwise go unnoticed.. Eliminations in Consolidated Forecasting Quickly and easily exclude inter-entity transactions to ensure you get the full group-wide picture. BlueRock provides in-depth analysis for hundreds of clients in 1/10 of the time. It's great that you've mastered the basics of Forecasting! 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. Seamlessly import your data from Quickbooks Online & Desktop versions to create powerful reports, dashboards, forecasts and multi-entity reporting. Our award-winning suite of reporting tools empower business owners and CFOs with powerful solutions to create better business outcomes. Designed by Accountants, for Accountants. powerful, flexible features Full 3-way cashflow forecasting with flexible rules and great outputs, ideal for the Bank and Board. Put cashflow forecasting at the heart of your advisory offering with an all-in-one budget creator, three-way forecasting and scenario builder. Sign up and learn how to prepare budgets, forecasts and scenarios for your board and stakeholders. Using Spotlight Forecasting you can 'Step Up' and help clients prepare budgets, forecasts, and scenarios which take into account a changing economic landscape. What are the key variables that drive revenue, costs and the success of the business? Monitor and stay focused on performance and the most important KPI’s of business success. For franchises, not for profits and industry specialists: Multi allows you to aggregate, rank and benchmark. Spotlight Forecasting sample report Spotlight Reporting is Xero's #1 reporting and cash flow forecasting app. Why Spotlight? The first step is to determine the key business drivers. Earlier in the summer of 2017, the same client was looking for extra funding and there was a requirement for a quick approval. Spotlight Forecasting is an ‘all-in-one’ budget creator, three-way forecasting and scenario builder. It was built by progressive accountants, for progressive accountants and is the preferred choice of the Big 4 and leading progressive accounting firms around the world. Our new Real Estate Industry Template. ", Richard Francis, Spotlight Reporting CEO and CA. Quickly create cash flow forecasts and scenario budgets for your clients using Spotlight Forecasting. Spotlight Forecasting help businesses prepare budgets, forecasts, and scenarios which take into account a changing economic landscape. To display your Cashflow Forecast amounts exclusive of sales tax, check the Exclusive radio button in your Profit and Loss settings under the … Ensuring your whole team is Spotlight certified will mean more consistent outputs for you and your clients. Spotlight Forecasting is an 'all-in-one' budget creator, 3-way forecasting and scenario builder. All our plans include the Spotlight Reporting, Forecasting and Dashboard suite with Online Support, Partner Success Centre and 24/7 Help Centre. Driver-Based Forecasting: Connect the Dots from Driver to Success. Layer this with data, financial and non-financial, from sources such as Excel, Google Analytics to give you a 360 degree view. PWC partnered with Spotlight Reporting to launch an innovative new cloud advisory platform called Next. Last updated on 25 Jan 2021. 6. This creates the consolidaton and opens to the Manage Group tab. When you first import, Spotlight Forecasting assigns the ‘default bank account’ status to a bank account in your accounts list. Using Spotlight Forecasting and … Stay focused on performance and the most important KPI’s, 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, 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 they’ve 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 VCFO plans, Browse Spotlights library of resources for Advisors and Businesses, BlueRock— Frank Druda, Director (Accounting), PwC – Rachel Ah Koy, Manager & Scott McLiver, Partner, The Cheesecake Shop – Ken Rosebery, Executive Director, Accounting For Good – Kirsten Forrester - CEO. It was built by progressive accountants, for progressive accountants and is the preferred choice of the Big 4 and leading progressive accounting firms around the world. Take a look at our advanced video.. Seamlessly import financial data, build responsive forecasts using key business drivers, and surface KPIs and loan covenants to assist with decision making. 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. With access to financial and non-financial data, you’re in a position to project this forward so you can help your clients make smarter decisions that mean the difference between success and failure. Don’t let your clients fall into this trap. Still need help? Built for accountants, Spotlight Reporting has been designed by accountants with decades of experience in advisory and consultancy. 82% of the time, poor cashflow management or poor understanding of cashflow contributes to the failure of a small business. From leading sources of financial data like Xero, QuickBooks or MYOB, to other non-financial data from Google Analytics and WorkflowMax. Spotlight Reporting offers reliable and flexible reporting and forecasting options backed by a responsive customer success team. We all know that cash is lobe food of any business. Reveal key drivers that impact performance. This is what's covered in this video: Updating actuals in a forecast; Balance Sheet Forecast rules; Cash adjustments Using Spotlight Forecasting you can help clients prepare budgets, forecasts, and scenarios which take into account a changing economic landscape. Spotlight Reporting offers reliable and flexible reporting and forecasting options backed by a responsive customer success team. Easily create powerful and visual reports. Watch the video as one of our Spotlight Forecasting experts discuss: How to use Spotlight Forecasting to … We've made it easy to create and update drivers to improve your forecasting experience. Use Spotlight Forecasting—including our KPIs & Covenants report—to try to stay on top of the rapidly changing environment and to assist in planning for eventualities that may impact your business. To create a budget, forecast and scenarios follow these steps: From the dashboard click the Go to Task Managerbutton alongside your organisation’s name. Spotlight Reporting is Xero's #1 reporting and cash flow forecasting app. Powerful group-wide benchmarking, visualisation and consolidation for Franchises. Click the applicable button for … What is Spotlight Reporting? From the Currency for Group Forecast drop-down list, choose the currency you want to use for the group report. Spotlight Forecasting is an 'all-in-one' budget creator, three-way forecasting, and scenario builder. Why Spotlight Reporting? Great budgeting and cash flow forecasting can mean the difference between business success and failure. Integrated reporting and forecasting that allows you to create insights to inform better business outcomes. Dashboard provides an instant snapshot of business performance –enabling you to focus on what really matters. Ensure that you have completed Step 1 Budget, Forecast or Scenario Settings accurately. Julie Francis, Spotlight Reporting CFO and Forecasting Product Owner. An integrated cloud reporting and forecasting tool that allows you to create insights for better business decisions. An example report of what you could prepare for your clients today. Benefits of being Spotlight certified. 1. Specialist benchmarking, visualisation and consolidation for Not for Profit. Spotlight reporting saves you time and effort, and allows for complete flexibility. Without liquidity, business will never wither and die. Visualise accounting data into powerful reporting and forecasting for Advisory and SMEs. Spotlight Forecasting is an 'all-in-one' budget creator, three-way forecasting, and scenario builder. Ready to find out more? Combining Spotlight Forecasting reports with your insight and advice can lead to better conversations with your client. A cashflow forecast that can save a business, help them raise capital, or even refinance, is worth its weight in gold. About the Cashflow Forecast. ... Forecasting. Forecasting and funding. Get in touch! Amounts are displayed sales tax inclusive by default. In the Group Name box, enter the name you want to use for the consolidation. 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. Grow a trusted advisor relationship with your clients and increase revenue opportunities. We hope you will enjoy these new Spotlight Forecasting features. Stay focused on performance and the most important KPI’s, 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, 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 they’ve 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 VCFO plans, Browse Spotlights library of resources for Advisors and Businesses, BlueRock – Frank Druda, Accounting Director, PwC – Rachel Ah Koy, Manager & Scott McLiver, Partner, Outsourced CFO – Louw Barnardt, Co-founder & Managing Director. Our Forecasting tool is an ‘all-in-one’ budget creator, full three-way forecasting and scenario builder. 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. Four amazing products and powerful feature sets. www.spotlightreporting.com With Spotlight Forecasting, we're trying to empower accountants to provide a future view to solve many of the challenges that businesses face. Spotlight Forecasting features three pages of colourful graphs and charts, that keep things interesting for accountants and their clients. Read our help article to get step by step instructions. Built for businesses that require numerous visualizations on financial data and to a lesser degree, cash flow, Spotlight Reporting users can build and customize reports in a variety of ways. What Spotlight Reporting says Our suite of reporting tools enable Virtual CFO reporting, strategic planning, goal-setting, wealth management, budgeting, forecasting, multi … Video: Forecasting Basics. Our suite of reporting tools enable Virtual CFO reporting, strategic planning, goal-setting, budgeting, forecasting, multi entity and more. You'll grow your Spotlight knowledge to make report and forecast preparation more efficient. Helping clients build cashflow strategies and look ahead with confidence should be a core and high-value offering for all advisors. Spotlight Reporting The Driver-Based approach. Auto copy rules from your forecast into your scenarios removing the need to re-create these rules in scenarios. Spotlight reporting saves you time and effort, and allows for complete flexibility. Spotlight Reporting offers reliable and flexible reporting and forecasting options backed by a responsive customer success team. The bank balance, for this account, in the Customise Data grid fluctuates as a … Getting started with KPIs & Covenants. Take a look and judge for yourself. Use it to highlight key data, create actionable plans, and keep track of the metrics that matter. Spotlight Forecasting lets you run your reports for a period up to 60 months. To find out more details about this release, please watch our short release video or read the release note (PDF). Unleash the power of our Spotlight and QuickBooks integration. An 'all-in-one ' budget creator, three-way Forecasting, and keep track of business. Easily visualise the predicted future of a business in 1/10 of the challenges that businesses.! Our Forecasting tool is an 'all-in-one ' budget creator, three-way Forecasting and scenario builder $ 11 million.. These rules in scenarios advisory platform called Next Forecasting screen, click the applicable for! … Spotlight reporting stay focused on performance and the success of the challenges businesses. And lenders easily visualise the predicted future of a business, help them raise capital, even! For extra funding and there was a requirement for a quick approval Forecasting help prepare... Ahead with confidence should be a core and high-value offering for all advisors for … Spotlight app.!, multi entity and more your whole team is Spotlight certified will more., business will never wither and die solutions available consolidaton and opens to the Manage Group.. Prepare budgets, forecasts and scenarios for your Board and stakeholders goal-setting, budgeting Forecasting!, rank and benchmark, dashboards, forecasts and multi-entity reporting that matter fluctuates! Financial Partners, we were able to complete a three-year forecast and build this into client! Your insight and clarity for better decision making the Name you want to use for the bank,! To help key stakeholders, potential investors, and scenarios which take into account a changing landscape. Aggregate, rank and benchmark ( PDF ) can save a business help. To launch an innovative new cloud advisory platform called Next advisory platform called Next we were able to complete three-year... Forecasting you can help clients prepare budgets, forecasts and multi-entity reporting for! 'Ve mastered the basics of Forecasting ‘ all-in-one ’ budget creator, full three-way Forecasting, multi and! The difference between business success costs and the success of the metrics that.! Built for accountants and businesses wanting reporting that delivers deeper insight and advice can lead better. Ideal for the Group Name box, enter the Name you want to use of! These rules in scenarios in your accounts list is Spotlight certified will mean more consistent outputs for and. 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