Enter your budget, forecast and scenario settings

The first step to creating your budget, forecast or scenarios is to work through the three steps in the Settings section. Spotlight Forecasting displays your settings by default when you create your budget, forecast or scenario. Open and hide settings at any time by clicking the Show/Hide Settings link at the top of the screen.

  1. Go to the Customise Data screen for your organisation.
  2. In the Show Settings section, fill in the following fields:
    • Name of budget, forecast or scenario: Enter the name of your budget, forecast or scenario.
    • From date: Click the calendar icon to select the start date of your budget, forecast or scenario.
    • To date: Click the calendar icon to select the end date of your budget, forecast or scenario.
    • Show actuals until period end: Click the calendar icon to select a period-end date your budget, forecast, or scenario will display actuals data until.
    • If you are creating a forecast or scenario, select your sales tax settings. You can also choose whether you want your Cashflow to display inclusive (default option) or exclusive of sales tax. Note: You can edit these settings prior to moving on to Step 2.

If you have:

  • Imported your data, and then
  • Changed the settings in Step 1, you may need to reimport
    1. Click on the Change button within the Xero, QBO or Excel data source originally selected.
    2. Change your dates as required.
    3. Click Import.
    4. Click Save and Continue to update your data grid.

If you have:

  • Imported your data, and then
  • Want to change the ‘Show Actuals in Forecast Until Period End’ date in Step 1, you must:
    1. Click on the Update Actuals From button and edit the ‘to date’.
    2. Click Save and Continue to update your data grid.

Elsewhere in Help Centre:

Select a data source
Select which data to use
Customise your budget, forecast and scenario data

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