Spotlight Reporting is advanced management reporting, including KPI's and non-financial analysis. Featuring seamless data import from Xero, automatic reports and charts, customisation options and more.
Launched in February 2012, Dashboard brings a unique drag-and-drop approach to creating a one-page performance dashboard for clients. Highlighting key business analytics, Dashboard makes it quick and easy to get in front of the client and really add value.
Spotlight Dashboard provides the following benefits for clients:
- Understandable, usable analysis - red hot focus on things that really matter
- Great mix of data and visual presentation to aid discussion and decision-making
- Performance and future-focussed - not tired, historic management reporting
- Greater clarity for more proactive decision-making • Non-financial data and KPI’s can be monitored and reacted to
- Can be customised to meet particular needs.
Spotlight Forecasting creates easy, attractive cashflow forecasts and scenario budgets. Look to the future and keep an eye on that most critical business resource of all – cash – with Spotlight Forecasting.
As an advisor, creating Spotlight Forecasts for clients should help to
Earn you additional fees
Generate Trusted Advisor follow-on work ◦Assist your business mentoring and advisory approach
Engage your staff with interesting, value-added work that clients appreciate
Your clients should benefit in many ways from their Spotlight Forecasts:
- Clarity ◦Greater understanding of cash inflows and outflows
- Future-focussed for better decision-making
- Greater understanding of how decisions impact via our scenario tool
- Focus on growth, margins, profit, cash