In this article:
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 you can find your way around more quickly.
The main menu bar
Everything starts with the menu bar that runs along the left side of your LivePlan window. Click on any section to access that section:
This short video walks you through what each of these section do:
You'll find more in-depth information on how to use each section below:
The Pitch section
Here's where you can build a Pitch, or a quick, one-page picture of your business idea. See how there are some additional menu items to the right of the Pitch section? Just click on those to access them:
To get started 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 all of your forecast data here. See the individual pages you can access along the top of this section?
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, so you can make sure your plan is realistic.
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.
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.
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
- Changing the company name
- Changing the start date of the forecast
- Changing the forecast length and years of monthly detail
- Changing the currency symbol
- Adjusting the settings for multi-month charges
- Changing the plan language
You can update these setting at any time, as many times as you need.
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