Discover Time-Saving Templates

Build an insight-driven report in minutes with our expertly-crafted templates. All templates include standard Spotlight Reporting pages.

Start your free trialMEET WITH US
See a template you like? Select “Get Started” and we’ll guide you through the process of setting it up.
Filter by Industry
Select Industry
Coming Soon!
New!
Schools
This pre-built report will help you visualise the key metrics your School should focus on.
KPIs Include:
✓
Attendance
✓
Total Students
✓
Faculty to Admin Ratio
Download a sampleGet Started
Coming Soon!
New!
Childcare
Creating a tailored report for your childcare organisation is easy with this pre-built template.
KPIs Include:
✓
Attendance
✓
Total Students
✓
School Leavers
Download a sampleGet Started
Coming Soon!
New!
Construction
See how your Construction business stacks up to your growth goals with this template.
KPIs Include:
✓
Defects
✓
Labour cost to Revenue
✓
Materials cost to Revenue
Download a sampleGet Started
Coming Soon!
New!
Agriculture - Dairy
How is your Dairy Farm performing? Use this template to measure and report on key metrics.
KPIs Include:
✓
Dairy Debt Metrics
✓
Asset to Debt Ratio
✓
Average Milk Yield
Download a sampleGet Started
Coming Soon!
New!
Agriculture - Livestock
How is your Livestock Farm performing? Use this template to measure and report on key metrics.
KPIs Include:
✓
Interest coverage ratio
✓
Asset to Debt Ratio
✓
Revenue Per Hectare
Download a sampleGet Started
Coming Soon!
New!
E-Commerce
How is your E-commerce business performing? Use this template to measure and report on key metrics.
KPIs Include:
✓
Net Promoter Score
✓
Cost of Acquisition
✓
Returns / Refunds
Download a sampleGet Started
Coming Soon!
New!
Hospitality
Quickly identify the key areas of growth and opportunity for your Hospitality business.
KPIs Include:
✓
Avg Revenue per Seated Hour
✓
Food Cost to Revenue
✓
Labour Cost to Revenue
Download a sampleGet Started
Coming Soon!
New!
Manufacturing
See how your Manufacturing business stacks up to your growth goals with this template.
KPIs Include:
✓
Top Three Cost of Sales
✓
Materials Cost Per Unit
✓
Debt Burden Percentage
Download a sampleGet Started
Coming Soon!
New!
Medical Services
Creating a tailored report for your Medical Services business is easy with this pre-built template.
KPIs Include:
✓
Overhead Burden Per Hour
✓
Non-Attendance
✓
Direct Costs % to Revenue
Download a sampleGet Started
Coming Soon!
New!
Not for Profit
This pre-built report will help you visualise the key metrics your Not for Profit or charity should focus on.
KPIs Include:
✓
Recurring vs One-Off Donations
✓
Overheads % to Revenue
✓
Average Donation Value
Download a sampleGet Started
Coming Soon!
New!
Professional Services
Use this report to visualise some of the key metrics that are important for a Professional Services business.
KPIs Include:
✓
Effective Hourly Rate
✓
Utilisation
✓
Firm Billable - This Year vs Last Year
Download a sampleGet Started
Coming Soon!
New!
Real Estate
Use this report to visualise some of the key metrics that are important for a Real Estate business.
KPIs Include:
✓
Days on Market
✓
House visits
✓
Effective Hourly Rate
Download a sampleGet Started
Coming Soon!
New!
Retail
This pre-built report will help you visualise the key metrics your Retail business should focus on.
KPIs Include:
✓
Direct Wages Cost to Revenue
✓
Stock Turn - Last 12 Months
✓
Average Revenue per Transaction
Download a sampleGet Started
Coming Soon!
New!
SaaS
Quickly identify the key areas of growth and opportunity for a SaaS business.
KPIs Include:
✓
Monthly Recurring Revenue
✓
Average Revenue Per User (ARPU)
✓
Customer Satisfaction Rating
Download a sampleGet Started
When the report templates are all set up, they just have to verify the numbers, update the action plan, update the executive summaries. That's a huge saving for them in terms of time spent – freeing them up to add value in other areas.
Zenaida Bharucha, CFO, Stepping Stone
Everyone loves the reporting and insights that we generate with Spotlight. We are able to use the software to facilitate better conversations with our clients, to the point where clients are willing to pay more for the year-end service.
Clayton Achen, Founder, Achen Henderson CPAs
When the data is presented so nicely, clients attach a lot of value to the reports. There's comfort in the high level of attention paid, and it's a professional piece of work.
Kirsten Forrester, CEO, Accounting For Good

Look like a pro when you're just starting out

It's easy as choosing your template, adding your data, and customising your report to suit your specific needs. We've done the heavy lifting so you don't have to.

Start your free trialbook a demo
Solutions
use cases
Advisors & AccountantsBusiness Owners & CFOsFranchisesNot for ProfitsEnterpriseSolution Overview
iNDUSTRY TEMPLATES
Professional ServicesNot for ProfitReal EstateE-commerceHospitalityAll Industry Templates
Product
The Spotlight Platform
ReportingForecastingDashboardMultiProduct Overview
Pricing
Top features
Consolidated ForecastingConsolidated ReportingWhite-LabellingIntegration with XeroProduct Updates
Resources
Resources
WebinarsSample ReportsPodcastsTransform! eBookWhitepapersVideosReport Cover Gallery
Product Help
Help CentreSpotlight CertificationGetting Started GuideTraining VideosPartner Success Centre
Spotlight
BlogOur TeamCustomer SuccessCareersPrivacy PolicySecuritySecurity & Policy Procedures
Spotlight Reporting