In this article:
By default, LivePlan takes all the forecast details you've entered and compiles them down to totals for display in the Profit & Loss statement. This is generally the preferred format for lenders and investors, but there may be cases where you'll need to present a plan document that contains more detail.
Note: If you need to share some of your in-progress forecast data, you can also print reports from the Forecast tab.
If you'd like to show more forecast detail in your plan, you can add an Appendix chapter before downloading it. This chapter can contain include any or all of the following statements:
- A Profit & Loss with monthly detail that can also include itemized lists of the following:
- Your revenue streams (If you like, you can also display the units sold and unit pricing for each revenue stream.)
- Your direct costs
- Your personnel costs
- A Balance Sheet with monthly detail
- A Cash Flow statement with monthly detail
Note: The Appendix will only display in the downloaded plan. You will not see it in the app.
Adding an Appendix to the plan
- In the Plan tab, click the Print icon:
- In the Setup section of the page, locate Appendix and click the Edit button:
- In the overlay that appears, check or uncheck the boxes for any details you'd like to add to your Profit & Loss:
Note: Clicking Show individual direct costs will display direct costs and direct labor.
Clicking Show individual employees will show only regular labor.
- Click Save & Close:
Differences in revenue details
If you check the box for Show individual revenue streams:
...You'll see an itemized list of your revenue sources in the downloaded plan, as shown below:
If you also check the box for Show revenue details:
...Then, below each itemized revenue stream, you'll also see the unit amounts that make up its monthly totals, as shown below:
Revenue details for a Unit Sales revenue stream:
Revenue details for a Billable Hours revenue stream:
Revenue details for a Recurring Charges revenue stream:
Note: If you've used the Revenue Only model for your revenue streams, you'll only see the dollar amounts you've entered for each stream in the Profit and Loss.
Finding your new Appendix chapter
Please note that when you add an Appendix to your plan, it will only be visible in the downloaded copy. You will not see it within the app:
Note: This Appendix chapter will be formatted in "landscape" orientation in the downloaded plan to accommodate the monthly detail. All other chapters of your plan will be in "portrait" orientation.
All the data used to create this statement is still visible in your entries in the Forecast tab. So if you're interested in sharing these details with someone online, you can always issue a pass to your plan.
Note: if you've already added a custom chapter to your plan as an appendix, then adding this monthly-detail appendix will result in your plan having two Appendix chapters: one in "landscape" orientation and the other in "portrait" orientation. You can change the title of your custom Appendix to reflect the difference between the two.