To get the most benefit from the Dashboard, you'll need to enter two sets of financial information into LivePlan:
- Your future forecast, from the Forecast tab
- Your past actuals, from your accounting solution
Once these two sets of values are in LivePlan, the Dashboard can accurately show you how your business is doing compared to your forecast.
Note: This article assumes that you have already created a company with a forecast. If you haven't, you can follow the process in Starting LivePlan through the Dashboard, or see Preparing a forecast.
Step 1: Connect to your accounting solution or manually enter your results
Click the Dashboard tab:
Watch the video if you like, and then click the Get Started button:
Then, connect to your accounting solution:
- Connecting LivePlan to Xero
- Connecting LivePlan to QuickBooks Online
- Connecting LivePlan to Quickbooks Desktop
If you aren't using one of the integrated accounting solutions, you can use the manual entry interface to enter your actual results.
Step 2: Map your accounts
Once you've connected to an accounting solution, you'll need to map its chart of accounts to the appropriate forecast categories in LivePlan:
Note: If you entered your actuals manually, you'll skip this step.
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: