Release Notes_Forecasting

Release Notes

See the latest feature releases, product improvements and bug fixes.

LATEST RELEASES

Forecasting

December 11, 2025

New Forecasting UX
We’ve launched a redesigned forecasting experience aimed at making it easier to prepare a forecast for the first time, whilst surfacing our smarts that enable this.

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Forecasting

November 28, 2025
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Karbon Integration for Forecasting & Dashboard
Spotlight Forecasting and Dashboard now integrate with Karbon, giving you full visibility across reports, budgets, and KPIs — all while managing tasks and workflows in one place. Empower your team to deliver insights faster and elevate every client conversation.

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Forecasting

December 10, 2024

Import Data from Google Sheets
Spotlight Forecasting now integrates seamlessly with Google Sheets, providing you with another flexible and efficient way to manage and report your data.

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Forecasting

January 25, 2024

Forecasting - Main Screen Improvements
We’ve improved the Main Screen of Spotlight Forecasting. You can now search for organisations in real-time, pin your favourites to the top of the screen, and conveniently sort columns.

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Forecasting

October 18, 2022

Forecast Drivers Output
Your forecasts and what-if scenarios use Drivers to help dynamically calculate Revenue and Expense items. These drivers are now available to present in your report output in an all new Drivers report page–helping readers understand the underlying drivers of your forecast.

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Forecasting

August 19, 2022

Forecast Workflow
As part of our improvements to the Task Manager in Spotlight Forecasting, we've updated the workflow for creating tasks to be clearer and more intuitive. It's now easier to create a Three-Way Forecast or P&L Budget.

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Forecasting

May 31, 2022

Forecasting Task Manager
With improved convenience, speed, and usability it's now easier to create, import, and edit your budgets and forecasts. We've increased the number of tasks from 7 to 30 as well.

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Forecasting

July 24, 2021

Review eliminated accounts
We recently added a new Eliminations Tab to help you review a list of all eliminated accounts in your Consolidated Forecasts.

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Forecasting

June 9, 2021

Eliminations for Group Forecasts
Now, you can quickly and easily exclude inter-entity balances and values to get the full picture of forecasted group-level performance, and ultimately get the best shot at success.

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