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Everything you need to get up to speed with our product. There’s a lot of power under the bonnet.
Exclusive to SVCFO & Enterprise clients
Partner Success Centre
Cloud Accounting Strategy
You want to only do this once, do it right. Your cloud strategy should encompass four key factors. Take a look at our latest post.
Service Opportunity Matrix
A Service Opportunity Matrix is a great tool to align clients and the most suitable services you can offer them. Download template.
Sample eDM Marketing Campaign
Download this template to create and deliver a great email marketing campaign to launch your Advisory services to clients.
Recipe for Success with Brad Turville
Listen to our Super VCFO partner Brad Turville, of BJT Financial share his advisory insight and knowledge.
Earn up to 2.0 CPD hours
1. Spotlight overview
2. Creating an organisation
3. Importing data
4. Easy customisation options
5. Sharing your report
1. Customise your data
2. Set up KPI's / targets
3. Create your custom charts
4. Saving report templates
5. Create a consolidated report
1. Set up a new organisation
2. Using the Task Manager
3. Importing data
4. Flexing budgets
5. P&L forecast rules
1. Update actuals in a forecast
2. Balance sheet forecast rules
3. Cash adjustments
4. Create 'what-if' scenarios
5. Presenting reports
Getting business strategy at the heart of your success in 2018
Strategy lies at the heart of most successful businesses. Businesses that plan and have clear objectives always outperform those that just go through the motions.
Kristin Harris joins Spotlight Reporting
Kristin Harris, ex General Manager & Strategic Partnerships Lead at Deputy, has joined Spotlight Reporting as a Strategic Partnerships Lead.
Top 12 Spotlight Reporting features
We recently asked our power users for their most popular Spotlight Reporting features and compiled them in this blog post.
Action Planning for client success
Our new Action Plan release featuring visual goal tiles, progress-trackers, and due dates helps to close the circle between great data analysis and goal-setting.
Perfect Advisory Relationship
Be different. Embrace the great advisory relationship with your clients. Learn how to build a strong and long lasting relationship and deliver a great value-add session that is rewarding for both you and the client.