Locating data that seems to be missing from LivePlan Follow

As you can imagine, we take any possibility of data loss very seriously. LivePlan automatically backs up your data every 5 seconds, and every time you click an I'm Done, Save Changes, or Save & Close button for a particular task. All of your company and account information is saved securely on our online servers.

Because of these frequent automated saves, data loss in LivePlan is extremely rare. If you've entered data and feel that it's no longer in your plan, here are some ways to locate it:

 

Checking the Opportunity chapter of your plan outline:

The first two chapters of the plan outline, Executive Summary and Opportunity, have very similar topics in them. (This is because the Executive Summary is meant to be a summary of the rest of your plan.)

When you start your plan for the first time, LivePlan skips you over the Executive Summary and places you in the Opportunity chapter instead. (We recommend writing your Executive Summary last.)

So if it appears that data is missing, you might just need to look in a different location. In the Plan tab, in the sidebar, click Opportunity. (Remember the Executive Summary chapter also has an Opportunity section. Skip that one, and click on the Opportunity chapter heading instead.)

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Checking the Pitch and Plan tabs:

LivePlan creates two different forms of business plan documents: the Pitch, and the Plan. Each one has its own tab in your account. Data you enter in one of these tabs will not populate the other tab. If you've entered data and aren't seeing it LivePlan, you may want to first check both tabs to see if it's in one or the other:

pitch-vs-plan-tab.gif

 

Checking a PDF download: 

Another helpful way to locate data that seems to be missing is to download a PDF copy of your plan. Scan through the PDF. Do you see your data there?

If you don't see your data in the PDF, please let us know and we'll be glad to help further.

 

Testing your internet connection:

If you have tried the three troubleshoots above and are still not seeing your data, then it's possible that your internet connection was experiencing a sudden slowdown or interruption at the time of an automated save. This is a rare occurrence. 

If you feel that your internet connection may be interfering with automated saving in LivePlan, please let us know and we'll help you perform a connection speed test and interpret the results.

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