Select which data to use

Spotlight Forecasting lets you select which data to use from your imported data source. Follow these steps:

  1. Open the Settings section at the top of the Customise Data screen.
  2. Under the Select Data to Use heading, select from the options displayed. These may include:
    • Imported budget
    • Last year’s budget
    • Last year’s actuals
  3. If you are creating a scenario based on a budget, forecast or scenario you already created in Spotlight Forecasting, select:
    • Simple Scenario: Flex your scenario by entering the percentage adjustment you’d like. Place a negative ‘-’ before any decrease, for example, ‘-5%’.
    • Build Your Own Scenario: Create your own adjustments to the numbers within the data grid using the flexing options and rules.

Elsewhere in Help Centre:

Select a data source
Update your actuals
Customise your budget, forecast and scenario data

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