Great dashboarding tool!
Helping to build out the working relationship between finance and other internal stakeholders
Integrated with host analytics system, nice to create more user friendly dashboards that are easier for stakeholders to view & use
Takes some ramp up in learning curve and can be a little bit finicky. Can be frustrating for pure finance where excel workbooks & the freedom offered there is nice, but is important for connecting with stakeholders that are less excel savvy.
Great reporting tool
We bought this as a supplement to QBO and it has really enhanced our reporting features and allowed us to show our finances in a better way.
You cannot set up different templates, if you make a major change, it keeps that for all the reports.
Spotlight Reporting review
The overall experience is great. Once you get a hang of the first company and group, the rest are easy to update
Most of my clients love the way it summarizes financial information into charts and graphics
The Consol can get complicated if there are many companies in the group and I need to justify a balance
Next Level Reporting
Overall, Spotlight has been a great add on tool in preparing management reports for clients to help them really understand their business and point out any pain points.
Spotlight lets you import budgets straight from Xero and allows you to customise report layouts and also offers in-depth charting and graphs which offer simple conversation starting points with clients.
When initially beginning to use Spotlight, it may feel a little overwhelming due to all of the options and layouts on offer. Can take a while to get used to it.
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