Navigating the Spotlight Forecasting Dashboard

The dashboard is your central location for managing your account, organisations and users in Spotlight. Each Spotlight product has its own dashboard showing a list of the organisations you’ve set up in the product.

Spotlight product tabs

Spotlight has four different products: Reports, Forecasts, Dashboards and Multi. Only the products you're currently subscribed to will appear on your dashboard.

To access a product, click the relevant tab.  For example, to move into Spotlight Reporting, click Reports.

Note: If you want to subscribe to or trial another product, please go to Practice Settings > Billing.


You can use the Help link to access our support guides and videos, and to raise a query with the support team.

  • Help Centre - The Help Centre includes helpful guides, step-by-step instructions and answers to the most popular questions.
  • Raise a Support Query - If you can’t find the answer you’re looking for, you can raise a support query and the helpful support team will be in touch within 24 hours (although you can expect a much quicker answer). We have an around-the-clock team ready to help you get back on track - we even work weekends!
  • Spotlight Certification - Access our certification course to learn about Spotlight.
  • Other resources - View our webinars, interviews and blog posts.

Practice Settings

The main Practice Settings option contains your overall account settings. For further information, please refer to our account settings article.

Search and filter organisations

You can use the global search bar to search for and quickly access organisations across all products. You can also filter the dashboard by location or internal ID.

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You can also use the filter options to set a filter on the list. Enter avalue into the Filter by name box to filter the list to only organisations where the name contains that value, or alternatively filter by internal ID or location. The filter remains applied to the list until you remove it - to do this, click the X alongside the filter.

Manage organisations


You can use this option to work with settings specific to the organisation. For further information, please refer to the Organisation Settings article.

Manage Users

You can use this option to add or remove a user’s access to the organisation. For further information about working with and creating users, please refer to the Users article.

Invite customer care

You can use this option to give access to your organisation to our Support team, which can help answer any queries you may have.

Pin to top

This option pins the organisation to the top of the list, so that you can find the organisations you use most often without the need to scroll.

Latest Activity

This shows the last date of activity in this organisation and the user who made the changes.

Return to dashboard

To return to the main dashboard from any area in the product, click on the Spotlight logo.

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