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Advanced Certification

Forecasting - Expert (AD-002)


Description
This course comprises several video tutorials that describe the advanced Spotlight functions.
At the end there is a quiz that will help you assess your knowledge and complete your Spotlight certification.
Content
  • Introduction
  • Getting more from your forecast
  • Ongoing Forecasting
  • Forecasting into the future - extending your forecast
  • Rolling forecasts - Best practice
  • Ongoing forecasting quiz
  • KPIs and Covenants
  • Setting up your KPIs and Covenants
  • The KPIs and Covenants page
  • KPIs and Covenants quiz
  • Forecast Adjustments
  • Introduction
  • Non-cash rules and their uses
  • Balance sheet rules and their uses
  • Transferring between bank accounts
  • Adjusting automated payments
  • Adjustments quiz
  • Options for working with stock
  • Stock - Introduction
  • Recording inventory movement
  • Recording cash payment to the inventory account
  • Stock postings quiz
  • Consolidated Forecasting
  • Introduction - Before you begin
  • Creating your group
  • Adding your organisations
  • Exchange rates
  • Working with your consolidated forecast
  • Eliminations
  • Presenting your report
  • Level-up Quiz
  • Level-up Quiz: Expert
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
Prerequisites
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