Finding your way around LivePlan

Once you've created your first company in LivePlan, you're free to work on your business plans and pitches in any order you like. This guide will show you the sections of the LivePlan app and what each one does so that you can find your way around more quickly.

The Sidebar

Everything starts with the sidebar that runs along the left side of your LivePlan window. Click on any section to access that section:

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The Pitch section

Here's where you can build a Pitch or a quick, one-page picture of your business idea. See how some additional menu items are along the top of the screen? Just click on those to access them:

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To start building your Pitch, check out this article: Preparing your Pitch.

The Plan section

 In the Plan section, you'll do several things:

  • Tackle the written parts of your business plan
  • Customize your plan's outline
  • Download and print your plan
  • View any comments your collaborators have left on your plan

To get started with your plan, see Writing your plan.

The Forecast section

The Forecast section is all about numbers - you'll enter your forecast data here. See the individual pages you can access along the top of this section? Click on them to navigate to the various parts of your forecast.

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To get started with your numbers, check out this page: Preparing a forecast.

The Benchmarks section

In this section, you can compare the forecast you've built against actual financial data for your industry to ensure that your plan is realistic.

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Once you've completed your forecast, check out Using the Benchmarks.

This feature is available to LivePlan Premium users. To learn more about LivePlan Premium, please click here

The Schedule section

The Schedule section is for putting concrete goals and due dates into your plan - setting milestones for yourself and your team members.

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When you're ready to set some due dates, check out Adding and editing milestones.

This feature is available to LivePlan Premium users. To learn more about LivePlan Premium, please click here

The Dashboard section

The Dashboard will help you greatly once your business is up and running. At that point, you'll be able to import your actual accounting numbers into LivePlan, and compare them against your business plan forecast. This data helps you see how your business is performing against your plan, and make adjustments as you go to keep your business healthy.
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When your business is operating, check out Getting started with the Dashboard

This feature is available to LivePlan Premium users. To learn more about LivePlan Premium, please click here

The Options section

 In this section, you can update all the settings of your company, including

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You can update these settings at any time, as many times as you need.

More Getting Started Guides:

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