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 five scenarios 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.

  2. Enter your budget, forecast or scenario settings
  3. Select a data source

  4. Select which data to use
  5. Customise your budget, forecast and scenario data

  6. Create an audit trail

  7. Customise your report layout and content

  8. Preview your report
  9. Share and export your report

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