Spotlight Reporting

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.

1) Ease of importing.
2) Budgets and forecasts included.
3) Forecasting by month using % of revenue or fixed amounts (level or variable).
4) Ease of adjust forecasts each month.
5) Easy and flexible reporting including analytics and comparisons and trend analysis.

1) No phone support for smaller clients.
2) On-line help and training videos need to be more comprehensive with step by step instructions.
3) Although importing is easy, it doesn't have many safeguards or instructions and resulted in a lot of clean-up (months worth).
4) Support is primarily through correspondence. Because of time zones, it can take days or weeks to resolve a problem when a simple phone could resolve in 10-15 minutes.

The product is pretty good - not as good as Reach but better than the cheaper ones - easy Xero intergration

Price, Difficulty in cancelling (you have to contact customer service and they delay response) I keep getting charged - there is asneaky 30 day cancelation clause which ensures they can rip you off for another month

The best part about sportlight reporting is the visual graphs which draws a clear picture for the user and also forecasting for decision making.

It is not recommended for a small company that does basic bookkeeping. It will be complex for them to understand the reports. It is also pricey compare to Syft Analytics.

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.