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 tabs of the LivePlan screen, and what each one does, so you can find your way around more quickly.
The main menu bar
Everything starts with the dark grey menu bar that runs along the top of your LivePlan window. Click on any tab to access that section:
This short video walks you through what each of these tabs do:
You'll find more in-depth information on how to use each tab below:
The Pitch tab
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 under the pitch tab? Just click on those to access them:
To get started building your Pitch, check out this article: Preparing your Pitch.
The Plan tab
In the Plan tab, 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
See the menu items below this tab?
To get started with your plan, see Writing your plan.
The Forecast tab
The Forecast tab is all about numbers - you'll enter all of your forecast data here. See the individual pages you can access below this tab?
To get started with your numbers, check out this page: Preparing a forecast.
The Benchmarks tab
In this tab, 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.
The Schedule tab
The Schedule tab 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.
The Dashboard tab
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.
The Options tab
In this tab, 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
You can update these setting at any time, as many times as you need.
If you'd like a more detailed tour of LivePlan, watch this video: