A-Z List Feature Guide

Our Spotlight A-Z List Feature Guide provides a clear direction for you or your business to grow a trusted advisor relationship with your clients.

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All Features

Account Groupings

Show accounts grouped as you want them - easy drag and drop functionality.

Reporting

Forecasting

Multi

Help your clients set, monitor and achieve goals - right within Spotlight!

Reporting

Forecasting

Multi

Agriculture - Dairy

Pre-built template including metrics specific to businesses in the Agriculture industry.

Reporting

Highlight over/under achievers with benchmarking and exception reporting.

Multi

Budget Creation

Create a budget from imported data, prior year actuals or manual entry.

Forecasting

Cash Basis Reporting

Cash Basis Reporting made easy with pre-build Profit & Loss Report, and Cash Basis Report Template.

Reporting

Cashflow Forecast

Create a profit & loss, balance sheet and cashflow forecast for up to 5 years.

Forecasting

Cashflow statement

Traditional report to show where money was received and spent.

Reporting

Cashflow Waterfall

Use our cash waterfall to visualise your cash ins & outs, and monitor liquidity.

Reporting

Forecasting

Multi

Categories/Segmentation Reporting

Compare and contrast your Groups with category tags in Spotlight.

Reporting

Multi

100+ charts pre-built for financials, non-financials, KPIs and industry metrics.

Reporting

Forecasting

Dashboard

Multi

Colour Palettes

Change and apply a consistent colour scheme throughout your report.

Reporting

Consolidated Forecasting

Bring together information from individual forecasts.

Forecasting

Consolidated P&L and Balance Sheet for multiple entities with multi-currency.

Reporting

Multi

Flexible and scaleable - save time, effort and stress with reports & charts.

Reporting

Forecasting

Dashboard

Multi

One page dashboards with three customisable layout options for clear focus.

Dashboard

Data Edit Capability

Editable data grid for quick data entry and adjustments.

Reporting

Forecasting

Dashboard

Multi

Driver-Based Forecasting

Set up drivers to enter business inputs which drive your forecasts and scenarios.

Forecasting

Automatically calculate account values using formulas.

Forecasting

E-Commerce Report Template

Pre-built template including metrics specific to the E-Commerce industry.

Reporting

Eliminations in Consolidation

Easily cancel out balances within a group forecast.

Forecasting

Entity Reporting

Consolidate, compare and contrast different entities.

Reporting

Multi

Excel Export/Import

Import from Excel. Export to Excel for additional customisation or manipulation.

Reporting

Forecasting

Multi

Executive Summary

Editable text page with pre-built topics, auto text, image upload and custom text.

Reporting

Forecasting

Multi

External Content (Add)

Insert custom PDF or images into the Spotlight Report for board pack reporting.

Reporting

Multi

Formula Gallery

Use formulas for bespoke charting - share/re-use these across your practice.

Reporting

Forecasting

Dashboard

Multi

Franchise Reporting

Fast, effective and beautiful reports for Head office and franchisee levels.

Multi

Google Analytics

Google Anayltics integration for website traffic and monitoring metrics

Reporting

Dashboard

Multi

Hospitality Industry Template

Pre-built template with charts and KPIs for hospitality businesses.

Reporting

Multi

Track, monitor, and then present visuals to manage KPIs for better outcomes.

Reporting

Dashboard

Multi

KPIs and Covenants

Report on specific measures or KPIs as part of your forecast

Forecasting

Loan Amortisation Rules

Record interest and principal payments for new and existing loans in your forecast.

Forecasting

Manufacturing Template

Pre-built template including metrics specific to businesses in the Manufacturing industry.

Reporting

Medical Services Template

Pre-built template that includes metrics specific to the Medical Services industry.

Reporting

Move or Copy a Chart

Save time and effort with reports & charts - easy drag and drop functionality.

Reporting

Forecasting

Dashboard

Multi

Easy consolidation with auto foreign exchange calculations or user defined rates.

Reporting

Multi

MYOB AccountsRight (Desktop)

Import actual and budget data from MYOB AccountsRight Desktop in one click.

Reporting

Forecasting

Dashboard

Multi

MYOB AccountsRight Live

Import actual and budget data from MYOB AccountsRight Live in one click.

Reporting

Forecasting

Dashboard

Multi

Non-Financial Reporting

Track, monitor, & then present non-financial business drivers for better outcomes.

Reporting

Dashboard

Multi

Not for Profit Reporting

Build reports for non-profits. From single entity through to 500+ entity groups.

Reporting

Dashboard

Multi

Electronic or printed PDF reports for presentation to clients for maximum effect.

Reporting

Personal Wealth Reporting

Report on personal wealth and cash flow for couples and large family groups.

Reporting

Forecasting

Present reports in thier own pop-up window.

Reporting

Professional Services Template

Pre-built template including metrics specific to the Professional Services industry.

Reporting

Multi

Import actual and budget data from QuickBooks Desktop at the click of a button.

Reporting

Forecasting

Dashboard

Multi

Import actual and budget data from QuickBooks Online at the click of a button.

Reporting

Forecasting

Dashboard

Multi

Prepare consolidated reports that include a ranking of all entities in the group.

Multi

Real Estate Template

Pre-built template including metrics specific to businesses in the Real Estate industry.

Reporting

Multi

Report Code Mapping

Auto assigned report codes are used to map your chart of accounts into reports.

Reporting

Forecasting

Dashboard

Multi

Retail Industry Template

Pre-built template with charts and KPIs for retail businesses.

Reporting

Multi

SaaS Industry Template

Pre-built template that includes metrics specific to the SaaS industry.

Reporting

Multi

Import actual, budget and department data from Sage50 desktop in one click.

Reporting

Forecasting

Dashboard

Multi

Sheep & Beef Industry Template

Pre-built template loaded with charts and KPIs for sheep and beef farmers.

Reporting

Multi

Sync Imported Data

Update your imported actuals or budget at any time.

Forecasting

Create, import, and edit your budgets and forecasts.

Forecasting

Improved accuracy when forecasting the payment of different tax types.

Forecasting

Templates - Customisable

Work at scale by creating & saving your own templates to apply to other clients.

Reporting

Dashboard

Multi

Tracking/Classes/Job Imports

Import & filter reports based on category data from Xero, QuickBooks, MYOB.

Reporting

Dashboard

US/UK Balance Sheet

Specific Balance Sheet layouts for US and UK users.

Reporting

Forecasting

Multi

Visual Scorecard

Highlight & compare the performance of entities in your consolidated Multi group.

Multi

White-Labelling

Build your own reports and present with your own branding, logos & colours.

Reporting

Forecasting

Dashboard

Multi

WorkflowMax integration for practice management metrics.

Reporting

Dashboard

Multi

Import actual and budget data from Xero at the click of a button.

Reporting

Forecasting

Dashboard

Multi