LivePlan contains a number of videos to help you get started using its features. Once you've watched a video, you can always find it again for a second viewing.
- Locating the Getting Started videos
- Locating the Forecast instructional videos
- Getting Started video library
Locating the Getting Started videos
LivePlan is divided into sections: Pitch, Plan, Forecast, Benchmarks, Schedule, and Dashboard. Each of these has an introductory video to explain how the section works.
You can re-watch any of these videos at any time. To access them, first click the LivePlan Learning icon, located near the top-right corner of your LivePlan window:
Next, click Getting Started Videos to view all of the videos:
Locating the Forecast instructional videos
Each section of the Forecast section has its own video instructions. These videos will help you enter your data into the forecast. You can access these videos at any time by clicking on the Watch Videos button in the upper-right corner of each section:
To minimize the video again, click the X button in the top right corner of the video overlay:
Getting Started video library
If you've been finding your way around LivePlan, you may have seen the video introductions for each section. Need to watch them again? Here they are:
Pitch
Read more: Preparing your pitch
Plan
Read more: Writing your plan
Forecast
Watch more: Forecast section videos
Read more: Preparing a forecast
Benchmarks
Read more: Using the Benchmarks
This feature is available to LivePlan Premium users. To learn more about LivePlan Premium, please click here.
Schedule
Read more: Adding and editing schedule milestones
This feature is available to LivePlan Premium users. To learn more about LivePlan Premium, please click here.
Dashboard
Read More: Starting LivePlan through the Dashboard
This feature is available to LivePlan Premium users. To learn more about LivePlan Premium, please click here.
Forecast Section Videos
Looking for more details on how to work in the different sections of the Forecast? These videos explain how the various parts of your forecast operate.
Revenue
Read more: Forecasting your revenue streams
Direct Costs
Read more: Entering direct costs
Personnel
Read more: Entering personnel
Expenses
Read more: Entering expenses
Assets
Read more: Entering asset purchases
Taxes
Read more: Setting tax rates
Dividends
Read more: Entering dividends and distributions
Cash Flow Assumptions
Read more: Cash flow assumptions
Financing
Read more: Entering financing