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Video: Forecasting Advanced

It's great that you've mastered the basics of Forecasting! This advanced Forecasting video will teach you and your team how to use advanced key features to take your forecast reports to the next level. This is what's covered in this video:

  • Updating actuals in a forecast
  • Balance Sheet Forecast rules
  • Cash adjustments
  • Creating 'what-if' scenarios
  • Presenting reports

After you've watched this, dive on in and watch the rest of our training videos. You can also visit our Help Centre for written instructions.

Already mastered all our features? Check out our Spotlight Starter Overview - Becoming a Trusted Advisor webinar to discover how Spotlight products work alongside each other to enable accountants to provide value-add advisory services to their clients.