The LivePlan Blog

What Is Operating Margin? Metrics in a Minute

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Let’s face it, profit is one of the most important metrics that you track in your business. Besides tracking your cash, understanding if your company is making money—and keeping it—is the key to long term success and growth. Because of this, you’ll need to understand the various components of profitability, why it’s important, and how… Read more »

Lean Planning 101

An Introduction to Lean Planning

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  In case it’s not obvious, we’re all about business planning and performance tracking here at Palo Alto Software and LivePlan. Without a solid planning process, we could not have built Palo Alto Software into the solid and growing company that we have today. Planning and forecasting were also critical in helping us navigate the… Read more »

“Business Planning is always an ongoing activity.” Interview with the CEO of ThemeDragon

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If you’re a LivePlan user or still considering it, you’ve probably wondered about the other businesses that use LivePlan. What industries are they in? How do they use LivePlan? Are they successful? We’ve begun talking to business owners who use LivePlan about their fields, products, and experiences with business planning. We’ll be posting short interviews… Read more »

What’s New: Paste from Excel

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If you’ve been working on your financial forecasts in Excel and are starting to use LivePlan, getting your data from Excel to LivePlan used to be a real hassle. Not any more! You can now paste data from Excel or Google Sheets directly into LivePlan. This is really handy if you already have a forecast… Read more »

How to Run a Monthly Plan Review Meeting

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Most people think that meetings are a waste of time. They’re right. Too many meetings are run poorly, have no real objective, and waste employees’ time—which kills productivity. There’s tons of advice and information on how to run better meetings and cut down on useless meetings that are making your organization move slower. I absolutely… Read more »

The Small Business Owner’s Accounting Cheat Sheet

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According to a study undertaken by the Small Business Administration, 28% of companies go bankrupt due to problems with the financial structure of the company. Many of these problems could be avoided by following good accounting practices. Keeping a record of your financial details IS important to the livelihood of your business. Not only will the correct… Read more »

#LivePlanChat Recap: Social Media for Small Businesses with Buffer’s Nicole Miller

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We had a great #LivePlanChat this week with Buffer’s Community Champion, Nicole Miller, discussing Social Media tips for Small Businesses! The conversation covered a range of tips and advice regarding what social media platforms brands should use, how to handle negative feedback, and what social media tools help small businesses the most. A huge thanks… Read more »