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 just need to share some of your in-progress forecast data with a colleague, you can also print reports from the Forecast tab.
You can always add an Appendix chapter to your plan before you download it. This added chapter will display the Profit & Loss with a variety of extra detail options.
Note: The Appendix will only display in the downloaded plan. You will not see it in the app.
Adding an Appendix to the plan
- Under the Plan tab, click Download & Print:
- 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 monthlytotals, 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.