Release Notes

We’ve improved the Main Screen of Spotlight Forecasting. You can now search for organisations in real-time, pin your favourites to the top of the screen, and conveniently sort columns.

Your forecasts and what-if scenarios use Drivers to help dynamically calculate Revenue and Expense items. These drivers are now available to present in your report output in an all new Drivers report page–helping readers understand the underlying drivers of your forecast.

As part of our improvements to the Task Manager in Spotlight Forecasting, we've updated the workflow for creating tasks to be clearer and more intuitive. It's now easier to create a Three-Way Forecast or P&L Budget.

With improved convenience, speed, and usability it's now easier to create, import, and edit your budgets and forecasts. We've increased the number of tasks from 7 to 30 as well.

We recently added a new Eliminations Tab to help you review a list of all eliminated accounts in your Consolidated Forecasts.

Now, you can quickly and easily exclude inter-entity balances and values to get the full picture of forecasted group-level performance, and ultimately get the best shot at success.