About Spotlight

Within the Puzzle Dashboard page, “Spotlight” is a view of the financial statements that allows a user to focus on the most important activity in the Cash Activity Report.

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When you click select the Spotlight option, there will be a dropdown for selecting what dollar and percentage changes you want to review.

The questions Spotlight answers:

  1. How much money did the company generate (or burn) for the selected period?

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  2. What spending groups made up more than 10% of total spending?

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  3. What were the most significant changes? You can select the dollar and percentage thresholds.

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  4. What vendors were new compared to the previous period?

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Questions or suggestions?

If you have any questions or comments along the way, reach out to [email protected] — we will be able to help troubleshoot and appreciate any input on this feature!