The latest updates we've made to LivePlan Follow

May 10, 2018

This update brings new functionality to the Dashboard. As always, if you have any questions on these, please feel free to contact us.


Viewing classes in the Dashboard

You can now import your actuals from your QuickBooks Online account, and if you're using classes, you'll see them in your LivePlan Dashboard. It's a great new feature to help you get a more complete picture of your actuals as compared to your forecast:



April 20, 2018

This week's LivePlan update adds some exciting new functionality to the LivePlan Dashboard (formerly known as the LivePlan Scoreboard. As always, if you have any questions on these, please feel free to contact us.


Print reports from your Dashboard

Now you can download and print detailed reports of the comparisons between your actuals and forecast in the Dashboard. These reports are fully customizable, so you can include the date range and metrics you want:



March 22, 2018

With this update to LivePlan, we've added several new pieces of functionality. As always, if you have any questions please feel free to contact us.


Downloading your plan while your account is on hold

If your LivePlan account is currently on hold, you can still download a copy of your active plans any time, as either a PDF or a Word document:



Including current assets in your starting balances

For existing companies using our Starting Balances input to capture their financial picture at the start of the forecast, a new section is now available for entering your existing current assets and their remaining depreciation:



Representing negative revenue amounts in the forecast

For those cases where you need to show a refund or discount as part of your revenue forecast, you can now enter negative numbers in most revenue streams:




December 7th, 2017

This week's LivePlan update brings two helpful changes to the Forecast tab. As always, if you have any questions on these, please feel free to contact us.


 Viewing Benchmarks alongside your future forecast

You can now view your forecast data in the Benchmarks tab, even if your forecast begins on a future date. And if you change your forecast start date, you can easily update the Benchmarks display to match:



Setting non-depreciating starting assets

For existing companies, you can now set the assets in your Starting Balances entry so they don't depreciate:




November 2nd, 2017

This week's LivePlan update includes several new features. As always, if you have any questions on these, please feel free to contact us.


We've moved the Help button!


By popular demand, we've relocated the Help button so it's easier to use the Next buttons while you're in Full Screen more in the Forecast.

Here's an extra tip: if you use the Help button to open a live chat with us, you can always relocate the chat window for better access to the Next button, as shown below. Just click the blue bar at the top of the chat and drag it to move the box:



New instructional videos in the Forecast tab


We're testing some new how-to videos in the Revenue, Direct Costs, and Personnel pages of the Forecast. We hope these help you get started with these sections of your forecast. Have any feedback? Please let us know.


We'll notify you when your payment method is expiring soon

To help keep your LivePlan service uninterrupted, you'll now see a message letting your know when your credit or debit card on file is expiring within the month. This message will appear at the top of your LivePlan window.



October 23rd, 2017

We updated LivePlan this week with some useful new features to help you customize the way you download your business plan for printing or sharing.

The links below will take you to detailed instructions on how to use all this great new stuff. If you have any questions at all, please contact us!


Choose which chapters to include in your plan download


When you download your plan as a PDF or Word document, you can now:

  • Download only specific chapters of your plan
  • Exclude any empty chapters you haven't started writing yet
  • Easily change the download to include all chapters

For more details, see Choosing which chapters to include in the downloaded plan


Change page breaks in your plan


LivePlan's default setting is to insert a page break before each chapter of your downloaded plan. If you prefer, you can now change this setting in your Document Options. Just uncheck the box, and your pages will have continuous formatting.

For more details, see Changing document options


Add customized financial statements to your downloaded plan


By popular demand, you can now add an optional Appendix to your plan that includes all of your financial statements in monthly detail. And you can also:

  • Include all three financial statements, or just specific ones, in the plan
  • Add extra details to the monthly-detail Profit and Loss, including:
    • An itemized list of your revenue streams
    • Details like sales units and prices from those revenue streams
  • An itemized list of your direct costs
  • An itemized list of your personnel 

For more details, see: 

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