What additional content can I add to my plan?

In addition to the default plan outline, LivePlan provides a selection of pre-built topics, charts, and tables that may be useful for specific kinds of businesses. 

This content is available in the Outline page of the Plan section. You can easily add these items to any section of your plan.

Note: If you need content not included in the list below, you can add custom chapters, sections, and topics to your plan.


Below is a list of these available items:

Available Topics

  • Barriers to Entry
  • Company History
  • Exit Strategy
  • Expected Return
  • Future markets
  • Intellectual Property
  • Key Customers
  • Key Planned Hires
  • Market Growth
  • Market Trends
  • Partners & Resources
  • Pricing
  • Regulatory Requirements
  • Risks & Mitigation
  • Roadmap
  • SWOT Analysis
  • Validation of problem
  • Validation of solution

Available Charts

  • Cash Flow
  • Cash Flow by Month
  • Cash Flow by Year
  • Expenses - The total of your direct costs and expenses.
  • Expenses by Month - The total of your direct costs and expenses, broken down monthly.
  • Expenses by Year - The total of your direct costs and expenses, broken down annually. 
  • Financial Highlights (Year 1)
  • Financial Highlights by Year
  • Gross Margin by Month
  • Gross Margin by Year
  • Net Profit (or Loss)
  • Net Profit (or Loss) by Year
  • Net Profit (or Loss) by Month
  • Revenue
  • Revenue by Month
  • Revenue by Year

Available Tables

  • Milestones Table
  • Personnel Table 
  • Projected Balance Sheet
  • Projected Cash Flow Statement
  • Projected Profit & Loss
  • Revenue Forecast Table
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