Getting Started Guide
- LivePlan Getting Started videos
- Information you may need for your business plan
- Finding your way around LivePlan
- Things you can do with LivePlan
- Getting help with your plan
- Signing in to your LivePlan account
- How many plans, pitches, and forecasts can I create in LivePlan?
- LivePlan legacy account migration
- 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
- Spell Check
- 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
Preparing a forecast
- Downloading and printing from the Forecast tab
- How do I edit or delete forecast entries?
- Forecast Metrics
- Forecast Builder
- Forecast Notes
- Live Forecast
- Entering start-up costs and funding in LivePlan
- Copying forecast figures into a spreadsheet
- Quickly calculate simple formulas within cells
- Removing blank space from a plan export
- Helpful forecast features
- Adding a break-even analysis to your plan
Downloading and printing
- Troubleshooting common formatting issues in LivePlan
- 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 more detail to the Profit and Loss statement
Collaborating with others
- Adding and removing contributors and guests
- Re-sending a LivePlan user invitation
- Canceling a pending invitation
- How do I accept a LivePlan contributor or guest invitation?
- Changing user roles between contributor and guest
- 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
- LivePlan Assistant
- Upgrading your LivePlan account from Standard to Premium
- Downgrading your LivePlan account from Premium to Standard
- Canceling your LivePlan account
- Placing your LivePlan account on hold
- Reactivating your LivePlan account
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