Tracking actuals on the Dashboard
LivePlan's Dashboard is a feature to help you track, and ultimately make sense of, your company’s performance. By tracking your actual results against your forecast, you'll always know whether things are going according to plan. The goal of the Dashboard is to enable you to respond quickly ad efficiently to changes in your business.
- Using the LivePlan Dashboard
- Building a starting forecast from your recent accounting data
- 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
- Connecting LivePlan to QuickBooks Online
- Connecting LivePlan to Xero
- Manually entering your actuals into the Dashboard
- Mapping QuickBooks Online accounts to LivePlan data
- Mapping Xero accounts to LivePlan data
- Using the Dashboard Overview
- Dashboard trends: comparing actuals to your forecast
- Metrics available on the LivePlan Dashboard
- Ratios available in the LivePlan Dashboard
- Spending and productivity metrics in the LivePlan Dashboard
- Printing reports from the Dashboard
- Adjusting the mapping between QuickBooks Online and LivePlan
- Adjusting the mapping between Xero accounts and LivePlan
- Where are the key performance indicators (KPI) in LivePlan?
- Helping a client get the most from the Dashboard
- Connecting LivePlan to your accounting solution
- Viewing your QuickBooks classes in LivePlan
- Chart types in the Dashboard
- Switching between an accounting solution and manual entry
- Connecting QuickBooks Online to LivePlan