Get Started With Spotlight Forecasting

You can use Spotlight Forecasting to create and customise a profit and loss budget, a full three-way forecast and up to 30 Forecasts or Budgets for a five year date range.  To set up your organisation and get started, follow the process below.

Note: Our Getting Started and Become an Expert training videos can help you save time by seeing Spotlight Forecasting in action.

Create a budget, forecast and scenario

1. Select a task from the Task Manager
   
   Note: You do not need to create a separate budget before you create a forecast. However, you must create a budget or forecast before you can create a scenario.
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2. Enter your budget, forecast or scenario settings
3. Select a data source
   
   ‍Use a pre-existing budget, forecast or scenario as your data source
   ‍Enter your data manually
   ‍Import your data
   ‍Update your actuals
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4. Select which data to use
5. Customise your budget, forecast and scenario data
   
   ‍Add, edit and delete an account
   ‍Adjust account values
   ‍Add and edit a Profit and Loss rule
   ‍Edit a Balance Sheet default rule
   ‍Create a Balance Sheet rule
   ‍Apply a Cashflow Forecast adjustment
   ‍Edit and delete a rule
   ‍Reassign a rule to a different account
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6. Create an audit trail
   
   ‍Add a comment
   ‍Add, edit and delete a note
   ‍View the history
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7. Customise your report layout and content
   
   ‍Select a report filter
   ‍Customise the report layout
   ‍Customise report content
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8. Preview your report
9. Share and export your report
   
   Export a copy of your report
   ‍Share your report