How to Master Small Business Management — LivePlan Webinar

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Business management is rooted in a process of reviewing financial performance. Sign up today to learn how to optimize your review strategy using LivePlan.

Manage your business better with the LivePlan Forecast and Dashboard

Good business management is rooted in an ongoing process of reviewing financial performance. To succeed you must tie it to business operations, and make adjustments to your forecasted plan. 

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

Webinar details

Join us Thursday, Oct 22, 2020, from 10:00 AM – 11:00 AM PDT to learn how to use the LivePlan Dashboard and Forecast together to easily 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.
  • How to make adjustments to your Forecast, your business operations, and how to determine which you need to address.
  • How to generate reports to share with your management team, investors, and/or other stakeholders.


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

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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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