About this webinar

We’re pulling back the curtain on one of the most significant feature release in the last few years of Spotlight history: Consolidated Forecasting.

Watch this webinar recording to learn more about our powerful Consolidated Forecasting tool. It’s a true evolution of forecasting in the cloud and packs a massive punch by grouping forecasts from up to 75 related entities, saving you a massive amount of time, effort, and complexity.

Richard Francis (CA and CEO) and Matt Kekena (Product Manager) reveals our new tool! In this 30-minute video, you can expect to hear them discussing:

  • Advice on how to get started with Consolidated Forecasting;
  • An in-app walkthrough of Consolidated Forecasting;
  • Examples from our beta testers on how they’re going to be using Consolidated Forecasting at their firms and businesses;
  • Tips on how to use Consolidated Forecasting to unlock new advisory revenue streams.
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