To get the most benefit from the Scoreboard, you'll need to enter two sets of financial information into LivePlan:
- Your forecast numbers
- Your actual numbers
Once these two sets of values are in LivePlan, the Scoreboard can accurately show you how your business is doing compared to your forecast or periods of past performance.
Note: This article assumes that you have already created your LivePlan forecast. If you haven't, that's fine - in that case, you can skip this article and use your actuals data as a basis for your forecast instead. That will save you some time.
Step 1: Connect to your accounting solution
Click the Scoreboard tab, and then click Get Started:
Then, connect to your accounting solution:
If you don't use one of these accounting solutions, skip ahead to Step 2.
Step 2: Map your accounts or manually enter your results
Once connected to an accounting solution, you need to map the accounts you are importing to the appropriate forecast entries in LivePlan:
If you aren't using one of the integrated accounting solutions, you can use the manual entry interface to enter your actual results: Manually entering actual results
Step 3: Use the overview and trend views to track your progress
Once you have both sets of values in LivePlan, these articles will help you interpret your data: