LivePlan
Getting Started Guide
Quick Answers
- How many plans, pitches, and forecasts can I create in LivePlan?
- LivePlan Website Status
- 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
- Switching between active companies or plans in LivePlan
- 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
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
- Downloading and printing from the Forecast tab
- Forecast Builder
- Forecast Notes
- LiveForecast
- Copying a forecast item
- Preparing a forecast
LivePlan ProTips
- Entering start-up costs and funding in LivePlan
- Quickly calculate simple formulas within cells
- Removing blank space from a plan export
- Helpful forecast features
- Adding a break-even analysis to your plan
- Representing past performance in LivePlan
Downloading and printing
- Downloading your plan as a PDF
- Exporting your plan as a Word document
- 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
- All export options available in LivePlan
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
- End of Support for Quickbooks Desktop Integration
- Financial statements available in the Dashboard
- Starting LivePlan through the Dashboard
- Adjusting the automated starting forecast
- Setting up the Dashboard after you've created a forecast
Using the schedule (milestones)
Managing your account
- Upgrading your LivePlan account from Standard to Premium
- Downgrading your LivePlan account from Premium to Standard
- Cancelling your LivePlan account
- Placing your LivePlan account on hold
- Reactivating your LivePlan account
- Changing your LivePlan subscription plan
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
- Does LivePlan support international languages?
System requirements and security
LivePlan for Strategic Advisors
- Getting started as a LivePlan Strategic Advisor
- Co-branding your LivePlan account
- The LivePlan Method: Kickoff Phase
- The LivePlan Method: Plan Phase
- The LivePlan Method: Analyze & Forecast Phase
- The LivePlan Method: Advise Phase