Next up? Watch a Training Video

These two videos are the perfect way to get up to speed and on your way to building great reports and forecasts.

Bring your data to life

Have a go at importing data into Spotlight from leading sources of financial data like Xero, QuickBooks Online, MYOB or Sage 50, to other non-financial data from myprosperity, Google Analytics and WorkflowMax. It's quick and easy.

import your first data source

Ready to create your first report?

  1. Customise your Data
    Edit imported data, and add KPIs or Non-Financial accounts
  2. Choose a Report Template
    Save time with our Industry Templates
  3. Customise your Charts
    Choose and customise a wide selection of charts
  4. Preview and share!
    A report can be sent by email, viewed online, or downloaded as a PDF

Have a go at creating your first forecast!

  1. Enter your budget, forecast and scenario settings
    Name your forecast, choose your import dates, plus more
  2. Select a data source
    Enter your data manually or import from your chosen source
  3. Customise your budget, forecast and scenario
    Add any adjustments to your accounts
  4. Customise your report layout and content
    Set filters, and customise your layout and content

Now lets build your Dashboard

  1. Customise your Data
    Edit imported data, and add KPIs or Non-Financial accounts
  2. Choose your Dashboard Layout
    Save time with our Classic, Resilience, Performance layouts
  3. Customise your Charts
    Choose and customise a wide selection of charts
  4. Preview and share!
    Your Dashboard can be sent by email, viewed online, or downloaded as a PDF

Franchise or Not for Profit? Try Multi!

  1. Customise your Data
    Edit imported data, and add KPIs or Non-Financial accounts
  2. Customise your Layout
    Add pages like Profit and Loss Analysis or an Action Plan
  3. Power-up with Multi features
    Learn about multi-currency and Inter-company eliminations within Multi
  4. Preview and share!
    Your Multi Report can be sent by email, viewed online, or downloaded as a PDF

Want to learn more? Here are a few resources to help

Loaded with handy tips, best practice advice, and success stories, our resources will make sure you're getting the most out of Spotlight

see more resources

Success is yours!

You’re ready to dive into your Spotlight account. And remember, you can always explore our Help Articles and Interactive Guides in the software when you need a some support along the way.