Liveplan Dashboard and Navigation Update
Our regularly scheduled monthly product update went live on Sunday evening. Beyond the usual small enhancements and fixes, this release introduces two major changes:
How is your business doing? Check the Dashboard!
When your business plan is complete and up to date, that is when the real game begins. The execution phase is all about managing change, validating assumptions, and adjusting to news both good and bad. If you don’t update your plan as you go, it will soon be out of date and irrelevant.
In the midst of all this activity, it is easy to lose track of whether you are on plan or not, and why. The new Dashboard feature can help. On the new Dashboard tab, you can enter your actual results for each month and then see how they compare to your plan. Sales are better than expected? Reinvest your profit to grow faster. Expenses are way higher than you thought? Rework your budget to ensure that your cost structure is sustainable.
For now, the Dashboard shows overall sales and expenses. We will be expanding it to do more soon. Share your thoughts to help guide our work on this new feature.
Related navigation changes
To make the Dashboard easier to find (and to avoid clutter), we have moved all of the plan-specific features to the Plan tab. You will see options below that tab to get to the features that used to sit under the Print, Recent Comments, and Plan Settings tabs. We also cleaned up the menu at the top of the app — consolidating the Account and Profile menus (since no one but us seems to really care about the distinction between the two) and moving the free resources from a prominent tab into an expanded Help & Resources menu. The result is simpler, tidier, and (we hope) quicker for you to get where you are going.
As always, we would love to hear your feedback, particularly on the Dashboard functionality — how useful is it now, and how would you like to see it grow in the future? Just click the Give Feedback button at the top of the app to share your thoughts. Thanks!