This 45-minute training webinar is designed to introduce Spotlight Reporting and Forecasting to you and your team. You'll get a quick overview of how each product works, see a few of our key features in action.
Here's what you'll learn
- The basics of Spotlight Reporting and Forecasting, and how to import your first data source
- How to customise your report layout and use features like Industry Templates, Cashflow Waterfall, and Action Plans.
- How to customise your forecast and use features like Drivers, Dynamic Rules, and Loan Rules.
- How to share your report with stakeholders
Once registered, you'll receive an email with details and a unique login link for the webinar. Each teammate interested in attending, should register separately.
If this time doesn't suit you and you'd like a copy of the video recording, please register anyway. We regularly host these webinars so please keep an eye out for the next one.