Product Update: The New LivePlan Scoreboard

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Today we’re thrilled to announce a major update to the LivePlan Scoreboard!

If you haven’t used the Scoreboard yet, you should check it out. It gives you all the numbers you need, right at your fingertips, to keep your business growing and financially healthy.

You’ll get an at-a-glance update on your key business numbers so you can see exactly how your business is doing compared to your plans, or to last month or last year. In fact, the Scoreboard can allow to compare any two time periods you want, anywhere you have access to a computer and the internet.

The Scoreboard is a great financial dashboard for your business, and a management tool that lets you set financial goals, and then track and manage your actual results against your goals. You can understand how your business is doing compared to your plans, and see where you may need to make adjustments, or spend a little more time, depending on where you are achieving—or missing—your financial goals.

An all-new look

Finding key insights into your business can be a real challenge when you’re drilling through endless spreadsheets or dry reports from your accounting system.

The all-new LivePlan Scoreboard brings your most important business numbers front and center with a simple, visual presentation that your accounting system can’t match. Let your bookkeeper use your accounting system, and you can use LivePlan to get exactly the right information anytime, anywhere.

Scoreboard 3 Initial Release (July 2014)

You can also easily keep track of key metrics such as cash flow, net profit, profit margins, and more—all in a gorgeous visual format, which actually makes it fun to review your business numbers.

The Scoreboard’s new look makes finding your key numbers easier, provides new visualizations of your business data, and lays the groundwork for more exciting features that are coming soon.

More data to manage the health of your business

The new Scoreboard now tracks eighteen key numbers that are critical to understanding your business health.



You can easily drill into any of these metrics to see the numbers in detail and even choose how you would like the data displayed. Most detailed views in Scoreboard will also give you the option of switching to view data in a different type of chart.

If you want to view a different period of data—say, last quarter’s data—you can use the simple drop-down menu, available on every page.

Expenses Last Quarter

Intuitive display

Say goodbye to merging reports from your accounting system, or fussing with complex Excel files.

The LivePlan Scoreboard will automatically compare your selected date range to the same period last year, the previous period, and your goals for that period—all in one simple screen.

Revenue Breakdown

At Palo Alto Software, we use the LivePlan Scoreboard to manage our own business. It’s one of the key factors that has contributed to our success, and today we can’t imagine running our business without it.

By setting goals and tracking our progress towards those goals, we’re able to manage better, adjust course as necessary, and share our key business numbers with our board and advisors.

We hope you enjoy the new Scoreboard as much as we do. It’s been a key component of our growth and we hope the same is true for you!

If you have questions or comments, we’d love to hear them. Let us know in the comments or give us a call on 1-888-498-6136 (or +1 541 683 6162).

Posted in LivePlan Updates
  • Aaron

    How do you upload your month end actuals into the system?

    • Jonathan_Bplans

      Hey Aaron,
      When you view the Scoreboard in LivePlan, there’s a “Connect to your accounting solution” link in the top right. When you click that link, you can connect with your QuickBooks desktop, QuickBooks Online, or Xero account to sync your accounting data automatically. If you use a different accounting solution, we also offer an option to enter your information manually, which only takes a few minutes.

      If you have further questions, let me know, or feel free to contact Customer Support at 888-498-6138.


      – Jonathan

  • Aaron

    What accounting softwares does Liveplan sync with?

    • We sync with QuickBooks Online, QuickBooks for Windows, and Xero. If you use a different accounting system, just let us know and we’ll consider adding it to the mix. Thanks!

  • I’m going to add a comment from a different post as I think it’s relevant… Thanks

    Ok, this is great but until there is the ability to import from a csv it’s not SUPER great, or useful as a matter of fact! We don’t use the basic accounting tools listed and we are too big to manually enter data which means we are precluded from using any of the scorecard benefits. If csv import were possible then basically any system could be used. Is there a plan to add the ability to import from csv’s in the near future. Thanks