Get Started With Spotlight Forecasting
Use Spotlight Forecasting to create and customise a Profit and Loss budget, Profit and Loss or 3-way forecast and up to three scenarios. Your reports can be run for a period up to 60 months. Here’s the information you need to sign up to Spotlight Forecasting, set up your organisation, and get started.
Process: Create a budget, forecast and scenario
Here is a suggested end-to-end process to help you create a budget, forecast and scenario.
Note: You do not need to create a budget in the budget manager before creating a forecast. However, you must create a budget or forecast before you can create a scenario. You may create one budget and forecast, and up to three scenarios for each organisation.
- Select a task from the Task Manager
- Enter your budget, forecast and scenario settings
- Select a data source
- Select which data to use
- Customise your budget, forecast and scenario data
- Create an audit trail
- Customise your report layout and content
- Preview your report
- Share and export your report