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The secret to successful business management: learn how to use LivePlan to run a monthly plan review meeting
This webinar will walk you through how to do a monthly plan review using LivePlan. We will cover how to:
- Compare your Forecast to your actual results in the LivePlan Dashboard (using data from QuickBooks, Xero, or your manual entries)
- Compare your results from the past month to the same month the previous year
- Review your cash position and cash flow
- Interpret your financial figures so you can evaluate your current major initiatives and determine if your priorities or tactics need to be shifted
- Review your long-term goals and strategy to see if any adjustments should be made to your business model, and update your Forecast accordingly
- 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 information you need to run a strategic and effective monthly plan review meeting for you and your team.
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