Spotlight Forecasting: cash forecast workflow and boundaries
An integrated reporting and forecasting workflow for businesses and accounting advisers.
Planning model
Integrated planning
Access and package boundaries
Selected Forecasting versus Reporting products and consolidation tiers require confirmation.
Data and planning workflow
Financial forecasts and reports, monthly/quarterly/annual views and consolidated planning.
Limitations to verify
Products and feature entitlements differ. A consolidated report needs aligned accounts, currency policy and intercompany eliminations; it is not automatically the cash available to one legal entity.
A practical trial task
Inspect a single-entity forecast first, then trace one intercompany transfer and its elimination in a consolidated scenario.
Keep the original accounting report and a dated list of forecast overrides. Reconcile opening cash, avoid double-counting actuals and projected invoices, and export a small scenario before relying on the software for your primary planning record.
Primary evidence
Spotlight reporting and forecasting
Checked 17 October 2026. Published workflow claims do not establish a tested integration, quote, actual payment date or a reliable prediction of business outcomes.
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