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
- Connecting LivePlan to QuickBooks Desktop (beta)
- Starting LivePlan through the Dashboard
- Adjusting the automated starting forecast
- Connecting LivePlan to QuickBooks Online
- Connecting LivePlan to Xero
- Manually entering your actuals into the Dashboard
- Using the Dashboard Overview
- Dashboard trends: comparing actuals to your forecast
- Metrics available on the LivePlan Dashboard
- Printing reports from the Dashboard
- Adjusting the mapping between your accounting solution and LivePlan
- Adjusting the mapping between Xero accounts and LivePlan
- Helping a client get the most from the Dashboard
- Connecting LivePlan to your accounting solution
- Chart types in the Dashboard
- Connecting QuickBooks Online to LivePlan