LivePlan's Getting Started videos

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.

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

 

Locating the Getting Started videos

2023-07-14_14-42-45.png

 

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 lower-right corner of your LivePlan window:

arrow pointing to the resources menu icon.png


Next, click Getting Started Videos to view all of the videos:

getting

 

Locating the Forecast instructional videos

Each section in LivePlan provides getting started videos, and the Forecast section has its own set of video instructions for each Forecast page. These videos will help show you how to enter your data into the forecast. You can access these videos at any time by clicking on the Watch Videos button below the forecast chart: 

forecast

To minimize the video, click the X button in the top right corner of the video overlay:

arrow

More Getting Started Guides:

Was this article helpful?
123 out of 133 found this helpful