New in LivePlan: Sorting in Dashboard Trends Tables

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Editor’s note: Since publication of this update, our Scoreboard feature has undergone a change, and we now call it the Dashboard.  

When you’re keeping a close eye on the health of your business, you need to be able to see your most profitable revenue streams and highest expenses at a glance. To make that easier, we’ve added sorting to the data tables in the Dashboard trends views.

Just click once on a column header to sort any of the columns from largest to smallest. Click again to reverse the sort order: columnsort

Sorting on the % difference column will show you which revenue stream is your “biggest mover” compared to what you had planned: percentdiff

The only place we didn’t implement sorting is in the cash position table. The rows in that table are individual metrics (i.e., cash on hand, accounts receivable, and accounts payable), so it doesn’t make sense to compare them to each other.

How are we doing?

As always, we’d love to hear what you think of the latest changes—and where you’d like to see us go next. An easy way to share your thoughts is to just click the Contact Us button at the top of the app and drop us a quick note.

JoAnne Catlin
Posted in LivePlan Updates