The Overview page of the Scoreboard shows you an at-a-glance view of several key metrics (i.e., revenue, expenses, cash flow, net profit, gross margin). To see these views, you'll just need to either connect LivePlan to your accounting solution or manually enter your actuals.
These Overview charts are meant to give you a general sense of how your numbers are trending. For a more detailed (and customizable) view, just "Click for details" on any metric - that will take you to more a detailed trend view:
Choosing your data comparison
The Overview page can show you a wide variety of data comparisons. To create the comparison you want to see, use the two pull-down menus at the top of the page. Select the periods you'd like to compare, as shown below:
LivePlan will remember the selections you make until you change them again. They will also carry through from the overview to the trend view:
Reading the overview charts
Although there are a number of different chart types, they all show these basic pieces of information:
Why is my Scoreboard empty?
It you aren't seeing any data in your Scoreboard, as shown below:
...this is likely because some data is still missing. The Scoreboard requires two main data sources in order to build metrics:
- Your actuals from your accounting solution
- Your forecast, which you have entered into the LivePlan Forecast tab