How to Manage Your Business Better — LivePlan Webinar

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Learn the LivePlan Method for managing your business better

Good business management is rooted in an ongoing process of reviewing financial performance, tying it to business operations, and making adjustments to the forecasted plan. 

LivePlan gives you all of the tools you need for doing this consistently, so you can ensure that you’re staying on track toward your larger business goals.


Learn the LivePlan Method for managing your business better – Palo Alto Software

Webinar details

This webinar will walk you through how to use the LivePlan Dashboard and Forecast together to manage your business. We will cover:

  • A deep-dive into the LivePlan Dashboard, including all of the metrics you should review and analyze based on your accounting data (from QuickBooks, Xero, or your manual entries).

  • How to review your current cash position and cash flow.

  • How to compare your LivePlan Forecast to your actual financial performance and analyze any variances.

  • Making adjustments to your Forecast and your business operations, and how to determine which you need to do.

  • How to generate reports to share with your management team, investors, and/or other stakeholders.


By the end of the webinar, you’ll have all of the tools you need to continuously manage your business better.

Date: November 12, 2020

Time: 10:00 AM – 11:00 AM PST

LivePlan Team
LivePlan Team
Here at Palo Alto Software, our goal is to help small businesses succeed. We believe that small businesses are the engine of our economy and that if we can help more companies survive and thrive, we will all be better off. After all, we're a small business ourselves and we understand what it takes to start from zero, with no outside investment, and build a company from 1 to 70 employees. We understand that challenge, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.
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