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Mark Lowell
Director, Sedulo
“We’ve had examples where we’ve upsold preparation of projections on numerous occasions, charging up to £2,000 for each projection.
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SOLUTIONS
SPOTLIGHT FOR
see all
Advisors & Accountants
Become a trusted advisor to your clients and increase revenue
Business owners & CFOs
Stay focused on performance and the most important KPIs for your business
Franchises
The specialist group-wide benchmarking and consolidation tool
Enterprise
Increase advisory revenue and get better business insights at scale
iNDUSTRY TEMPLATES
SEE OVERVIEW
Professional Services
Not for Profits
Real Estate
E-Commerce
Hospitality
featured customer story
see all
Mark Lowell
,
Director, Sedulo
“We’ve had examples where we’ve upsold preparation of projections on numerous occasions, charging up to £2,000 for each projection.
products
The spotlight Platform
see all
Reporting
Powerful management reporting for achieving better business outcomes
Forecasting
Advanced cash flow forecasting for navigating challenging times
Dashboard
The specialist group-wide benchmarking and consolidation tool
Multi
A group-wide tool for franchises, not-for-profits, and industry specialists
top features
see more
Consolidated Forecasting
Consolidated Reporting
White Labelling
Xero + Spotlight
Quickbooks + Spotlight
what's new
SEE OVERVIEW
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.
resources
resources
see all
Webinar
Free webinars packed with insights to take you to the next level
Sample Reports
Download our sample reports
Podcasts
Progressive accountants share how they've made advisory a success
Transform! eBook
Learn how to add value through advisory services
Whitepapers
Content to help you scale and grow
Videos
Product information, use cases, and best-practice advice
product help
Help Centre
Spotlight Certification
Getting Started Guide
Training Videos
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Findex - For Enterprise
Recent
Heather Townsend
Advisory Success
5 min read
4 Reasons Why You Are Struggling to Upsell Advisory Services to Your Clients
By
Heather Townsend
