Spotlight Reporting

3-Way Forecasting

• Accounting Integration

  • Historical actuals

  • Import chart of accounts

  • Import Xero Budget

• Chart of Accounts

  • Add new accounts

  • Amend order of display

  • Group

• Comparisons

  • Forecast vs actual

  • Scenario vs scenario

• Export forecast

  • CSV

  • PDF

• Forecast period

  • Custom periods

• Forecast transaction frequency

  • Monthly

  • Set end date

• Forecast transaction options

  • Create bespoke formulas using account data

  • Drivers

  • Rules (inc corp tax)

  • Set expected payment dates for A/R & A/P invoices

  • Transactional VAT

    • Accrual

    • Cash

• Forecast transaction values

  • Fixed value

  • Repeat transaction with decreasing transaction value % / £

  • Repeat transaction with increasing value % / £

• Forecast view period

  • Monthly

• Integration

  • Trial balance

• Quickly adjust overall base forecast (i.e. increase sales/cos by X%)

• Type

  • 3-Way

Cash Flow Forecasting

• Accounting Integration

  • Historical actuals

  • Import chart of accounts

  • Import Xero Budget

• Chart of Accounts

  • Add new accounts

  • Amend order of display

  • Group

• Comparisons

  • Forecast vs actual

  • Scenario vs scenario

• Export forecast

  • CSV

  • PDF

• Forecast period

  • Custom periods

• Forecast transaction frequency

  • Monthly

  • Set end date

• Forecast transaction options

  • Create bespoke formulas using account data

  • Drivers

  • Rules (inc corp tax)

  • Set expected payment dates for A/R & A/P invoices

  • Transactional VAT

    • Accrual

    • Cash

• Forecast transaction values

  • Fixed value

  • Repeat transaction with decreasing transaction value % / £

  • Repeat transaction with increasing value % / £

• Forecast view period

  • Monthly

• Scenarios

  • Add scenario to base forecast i

  • Create from actuals

  • Create from pre-built templates

  • Create from scratch

  • Include forecasts from other scenarios in new scenario

    • Include a single scenario

    • Include multiple scenarios

  • Quickly adjust overall base forecast (i.e. increase sales/cos by X%)

• Type

  • 3-Way

Reporting and Dashboards Features

• Analysis

  • Comparatives

  • Financial KPIs

  • Non financial KPIs

  • Ratios

  • Variances

• Consolidation

  • Balance sheet

  • Elimination

  • Multi-currency

  • P&L

• Reports

  • Brand 

  • Commentary 

  • Create templates 

  • Custom 

  • Customise pre built template 

  • Download 

  • Graphs 

  • Pre built templates 

  • Share online with client 

• Tracking 

  • QB classes

  • QB locations

  • Sage analysis

  • Xero tracking