We added the full profit and loss statement to the LivePlan Dashboard. You can now review your P&L compared to your forecast, the previous period, and the previous year—all on one page.
We’re excited to announce that we’ve added a “print to PDF” feature to the LivePlan pitch. You can now easily download a PDF of your pitch in seconds and print it or share it via email—or any other way you’d like to distribute copies for review and feedback.
We’ve launched several new features that make the LivePlan Dashboard even better. If your business uses QuickBooks Online or Xero, LivePlan can now automatically create a business dashboard in seconds, create printed and PDF reports for board meetings and presentations with your own branding, and automatically create your budget and forecast.
We’re excited to announce that we’re changing the name of the LivePlan Scoreboard. It’s now called “Dashboard” in LivePlan, and we’re rolling out changes to our help documentation and other areas of our site to reflect that.
You can always invite guests to review your business plan online inside LivePlan, but sometimes you just need to print your plan or export to PDF. We’ve made some great improvements to this process that give you more flexibility and the option to add more details if you need it. New page break options If […]
We wanted to make your business plan easier to read, easier to write, and easier to customize. So, we’ve rebuilt the business plan writing functionality in LivePlan from the ground up.
If you’ve been working on your financial forecasts in Excel and are starting to use LivePlan, getting your data from Excel to LivePlan used to be a real hassle. Not any more! You can now paste data from Excel or Google Sheets directly into LivePlan. This is really handy if you already have a forecast […]
While you’ve been busy working to grow your business, the development team here at LivePlan has been busy adding new features and making the product even better. Here’s a quick rundown of our latest enhancements. As always, if you don’t see what you’ve been waiting for, please let us know in the comments. You can […]
Editor’s note: Since publication of this update, our Scoreboard feature has undergone a change, and we now call it the Dashboard. We’re keeping busy with a few new enhancements to the Dashboard data views to make it easier to compare your financial performance to your budgets and forecasts. New bar charts When you’re reviewing your […]
Firstly, what’s with our update names? We figured we’d better give you the low-down now. After all, you’re going to wonder why on earth your next update comes to you as “Cyclops”… At LivePlan, we do our product development work in the form of user stories, which are assigned to numbered sprints (in the Scrum method […]
© 2010–2019 Palo Alto Software. All Rights Reserved
