This 45-minute training webinar recording is designed to introduce Spotlight Reporting and Forecasting to you and your team. You'll get a quick overview of how each product works and 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