Because LivePlan can create a number of different business plan presentations, it also has several different ways you can export your information for saving on your computer or sharing with others. This article covers all of your options.
Exports from the Pitch tab
Once you've completed your Pitch, you can create two different exports:
Note: The Pitch and Plan are separate documents, so they have different export options. Read on for export options from the Plan tab.
Exporting your business plan with financials
Then, you can download your plan document in these ways:
Keep in mind, too, that if you don't need the whole plan, you can always download one or more individual chapters instead.
Downloading and printing your financials from the Forecast tab
LivePlan calculates three financial statements automatically, using the data you enter into the Forecast tab: The Profit and Loss, the Balance Sheet, and the Cash Flow. These financial statements are automatically included in your business plan document when you download it.
If you need a download of only your financial statements, you have several options:
- Print reports from the Forecast tab
- Download only the financial statements from the Plan tab
- Add itemized lists of your Revenues, Direct Costs, and Personnel to the Profit and Loss
- Add an Appendix of financials with monthly detail
All of these download options are available as either PDF or Word documents. If needed, you can also move your numbers into Excel by copying and pasting.
Downloading and printing your financials from the Dashboard tab
LivePlan's Dashboard contains a full set of metrics to compare your actual results to your forecasted figures. These metrics can be downloaded as a PDF for ease of printing, sharing, or emailing. There's also an option for you to include a cover page and a summary with the metrics export.