Learn how to copy an existing budget or forecast

Learn to navigate Tax Expense Provison.

Learn how to build reports on specific measures or KPIs as part of your forecast.

Learn to navigate consolidated forecasts brings together the information from individual forecasts you've created, and learn to set up all of the individual forecasts you need.

Learn to set up drivers to enter business inputs which drive your forecasts.

Learn to navigate comparison pages in Spotlight Forecasting, show figures from your budget and forecast tasks side-by-side on a single page.

With the forecast Schedules option you can select and set up schedules to accurately reflect when sales tax, payroll deductions and other employer taxes are paid.

Learn to set dynamic rules to adjust accounts based on a formula - for example to set a Cost of Sales account to automatically be a percentage of a revenue account, or to calculate budgeted revenue based on your unit price drivers.

Learn to record loans using the loan amortisation rule.

We've recently updated our Task Manager, to be easier to use and provide additional options when working with your budgets and forecasts. Here's a quick outline of what we've changed.

Learn to use the Income Tax rule to chnage the income tax rate (if required), factor non-deductible items and adjustments into the income tax calculation, and enter any losses brought forward from a previous tax period.

Learn to use Spotlight Forecasting to create a budget or forecast for a period of up to 60 months.

The Task Manager in Spotlight Forecasting is the starting point for all forecasting tasks. From here, you can select your data source, import your data, create and copy budgets and forecasts and access additional drivers, KPIs and covenants.

Learn how to create a copy of your budget or forecast, to create a copy of this and flex the numbers as needed to predict other possible outcomes.

Getting Started with Spotlight Forecasting in 30 mins.