LivePlan
Getting Started Guide
Quick Answers
- How many plans, pitches, and forecasts can I create in LivePlan?
- How do I buy LivePlan if I don't have a credit card?
- How many users can I have on my LivePlan account?
- Is there a free trial of LivePlan?
- What is the difference between the pitch and the plan?
- Can I use LivePlan outside the U.S.?
Creating and managing companies
- Setting up a new company
- Adding an additional company, pitch, or plan
- Changing the company name
- Archiving a company or plan
- Copying a company or plan
- Restoring an archived company or plan
Creating your pitch
- Downloading and printing your pitch
- Preparing your one-page pitch
- Where can I see a sample pitch?
- Why are there character limits in the pitch?
- Publishing your pitch as a web page
- Exporting your pitch to PowerPoint
Writing your plan
- Accessing the sample plan library
- Using the LivePlan template
- Using the instructions and examples to help write your plan
- Writing your plan
- Customizing your plan outline
- Downloading and printing your plan
Preparing a forecast
- Printing from the Forecast tab
- Copying a forecast item
- Preparing a forecast
- Changing the start date of your forecast
- Entering starting balances for an existing company
- Forecasting your revenue streams
LivePlan ProTips
- Helpful forecast features
- Entering start-up costs and funding in LivePlan
- Adding a break-even analysis to your plan
- Representing past performance in LivePlan
- How do I build a plan for the purchase of an existing business?
- How can I represent part-time personnel in my forecast?
Downloading and printing
- Downloading your plan as a PDF
- Exporting your plan as a Word document
- Downloading your plan while your account is on hold
- How do I download or print my forecast or financial statements?
- Adding an appendix of monthly-detail financials to the downloaded plan
- Adding more detail to the Profit and Loss statement
Collaborating with others
- Adding and removing contributors and guests
- Re-sending a LivePlan user invitation
- Cancelling a pending invitation
- How do I accept a LivePlan contributor or guest invitation?
- Changing a contributor to a guest, or vice versa
- Adding and editing comments
Using the benchmarks
- Using the benchmarks
- Searching for your industry in the benchmarks
- Viewing industry benchmark results
- How is the benchmarks data different than market research?
- About our benchmarks data
- Benchmarks metrics and ratios available in LivePlan
Tracking actuals on the Dashboard
- Using the LivePlan Dashboard
- Building a starting forecast from your recent accounting data
- Starting LivePlan through the Dashboard
- Adjusting the automated starting forecast
- Setting up the Dashboard after you've created a forecast
- Connecting LivePlan to QuickBooks Online
Using the schedule (milestones)
Managing your account
- Cancelling your LivePlan account
- Placing your LivePlan account on hold
- Reactivating your LivePlan account
- Changing your LivePlan subscription plan
- Updating your LivePlan payment information
- Changing your login email address and password for LivePlan
Support and resources
- How to reach us for support
- How can I get a receipt for my LivePlan payment?
- Clearing your browser cache and cookies
- Using the Live Chat tool in LivePlan
- Glossary of LivePlan terms
- Glossary of business terms
System requirements and security
- Palo Alto Software’s Plans for GDPR Compliance
- LivePlan system requirements
- How we keep your information secure
- How we protect your privacy
- How LivePlan is different from installed software
- Logging out of your LivePlan account