We’ve incorporated your feedback to make several improvements to our main screen in Spotlight Reporting and Dashboards. You can now search for organisations in real-time, pin your favourites to the top of the screen, and conveniently sort columns.
If you have a question, our revamped Help menu will get you to the answer. From guided tours to Spotlight Certification, all things help can be found here.
When it comes to visualising data, colour is very important. Now you can choose any (seriously!) chart colour you want with the new Custom Colour Picker.
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.
Templates are starting points and snapshots of how teams (including our own) use reports in Spotlight. We've made several updates to the default templates including reordering pages, changing the name of the KPIs and non-financials page, and editing the cash labels.
Importing Xero data into Spotlight is now 2x faster
Importing Xero data into Spotlight is now 2x faster
We’re pleased to announce this is now 2x faster. We know there’s no finish line when it comes to speed, so we’re committed to making ongoing performance improvements. Watch this space.
For the financially focused sections of your Executive Summary (like Revenue and Bank), make use of our Auto-Text and Tags features to quickly reference financial data from your reports.
We’ve crafted this new Industry Template to help you capture and visualise the right key performance indicators (KPIs), so you can grow your (or your client’s) online business.
This new template offers a clear reporting framework packed with industry-specific Key Performance Indicators (KPIs). It's designed to help you make better decisions.