Spotlight A-Z List Feature Guide

Learn how to start using our product.
Understand the features.

try spotlight for freeBook a demo

A-Z List Feature Guide

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

Start your free trialbook a demo
Reporting
Forecasting
Dashboard
Multi
All Features
Dashboard
Chart Gallery
100+ charts pre-built for financials, non-financials, KPIs and industry metrics.
Reporting
Forecasting
Dashboard
Multi
Customisation
Flexible and scaleable - save time, effort and stress with reports & charts.
Reporting
Forecasting
Dashboard
Multi
Dashboards
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
Formula Gallery
Use formulas for bespoke charting - share/re-use these across your practice.
Reporting
Forecasting
Dashboard
Multi
Google Analytics
Google Anayltics integration for website traffic and monitoring metrics
Reporting
Dashboard
Multi
KPI Scorecard
Track, monitor, and then present visuals to manage KPIs for better outcomes.
Reporting
Dashboard
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
Move or Copy a Chart
Save time and effort with reports & charts - easy drag and drop functionality.
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
QB Desktop
Import actual and budget data from QuickBooks Desktop at the click of a button.
Reporting
Forecasting
Dashboard
Multi
QB Online
Import actual and budget data from QuickBooks Online at the click of a button.
Reporting
Forecasting
Dashboard
Multi
Report Code Mapping
Auto assigned report codes are used to map your chart of accounts into reports.
Reporting
Forecasting
Dashboard
Multi
Sage50
Import actual, budget and department data from Sage50 desktop in one click.
Reporting
Forecasting
Dashboard
Multi
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
White-Labelling
Build your own reports and present with your own branding, logos & colours.
Reporting
Forecasting
Dashboard
Multi
Xero
Import actual and budget data from Xero at the click of a button.
Reporting
Forecasting
Dashboard
Multi
Solutions
use cases
Advisors & AccountantsBusiness Owners & CFOsFranchisesNot for ProfitsEnterpriseSolution Overview
iNDUSTRY TEMPLATES
Professional ServicesNot for ProfitReal EstateE-commerceHospitalityAll Industry Templates
Product
The Spotlight Platform
ReportingForecastingDashboardMultiProduct Overview
Pricing
Top features
Consolidated ForecastingConsolidated ReportingWhite-LabellingIntegration with XeroProduct Updates
Resources
Resources
WebinarsSample ReportsPodcastsTransform! eBookWhitepapersVideosReport Cover Gallery
Product Help
Help CentreSpotlight CertificationGetting Started GuideTraining VideosPartner Success Centre
Spotlight
BlogOur TeamCustomer SuccessCareersPrivacy PolicySecuritySecurity & Policy Procedures
Spotlight Reporting