Spotlight Articles for Advisory & Business

While we’re excited to close the chapter on 2020 and head into 2021, we wanted to take a moment to step back and reflect on our progress over the last year.

Highlights from our recent Consolidated Forecasting Webinar featuring CEO Richard Francis and Product Manager Matt Kekena.

Today, we’re super pumped to be launching Consolidated Forecasting to help remove those forecasting roadblocks, unlock new advisory opportunities, and give you the power to make confident decisions across multiple entities.

Today, we’re adding Two-Step Authentication to provide an additional layer of security when logging into your Spotlight Reporting account.

Creating those “aha” moments is easy when you combine an insight-driven Executive Summary with the visualisations of a Spotlight report or forecast.

Our latest product update features a refreshed and more organised Present Online and Preview Screen.

Now, one of your favourite Spotlight Multi report pages, the Rankings Page is even more powerful with the launch of brand new functionality to help you assess the performance of each entity relative to its peers.

We thought we’d share some essential, but perhaps more difficult to find, features that we just can’t live without.

This post will help you ensure your clients or stakeholders receive a professionally branded report at your next meeting.

Don’t forget, Spotlight Forecasting is infinitely powerful and there’s lots under the hood that you may have not discovered.

KPIs & Covenants—a new way to help you make more confident decisions by quickly surfacing and reporting on the metrics that matter.

There’s always a story behind the numbers. Bring them to life quickly with our new Chart Gallery in Spotlight Reporting. Read on to learn more.

We’re delighted to launch Colour Palettes in Spotlight that will make it easy to choose an on-brand, consistent colour scheme for your reports.

As a trusted advisor, it’s your job to share valuable insights to support clients’ businesses as they grow. At Spotlight Reporting, it’s our job to ship new features that help you do exactly that. Which brings us to today: we’re delighted to bring Cash Basis Reporting to life to help you keep tabs on your clients’ cashflow.

Today, we’re expanding on our Loan Amortisation Rule functionality to help you take cashflow forecasting to the next level.