Posts Tagged: LivePlan updates

Good News for Quickbooks Users: Automatic Dashboards, Forecasting, and More!
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Good News for Quickbooks Users: Automatic Dashboards, Forecasting, and More!

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.

New Printing Options in LivePlan
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New Printing Options in LivePlan

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… Read more »

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What’s New: Paste from Excel

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… Read more »

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Even More Enhancements to the Dashboard

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… Read more »

LivePlan’s Black Widow Update is Here
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LivePlan’s Black Widow Update is Here

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… Read more »

Product Update: The New LivePlan Dashboard
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Product Update: The New LivePlan Dashboard

Editor’s note: Since publication of this update, our Scoreboard feature has undergone a change, and we now call it the Dashboard.   Today we’re thrilled to announce a major update to the LivePlan Dashboard! If you haven’t used the Dashboard yet, you should check it out. It gives you all the numbers you need, right at your… Read more »

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New in LivePlan: Sorting in Dashboard Trends Tables

Editor’s note: Since publication of this update, our Scoreboard feature has undergone a change, and we now call it the Dashboard.   When you’re keeping a close eye on the health of your business, you need to be able to see your most profitable revenue streams and highest expenses at a glance. To make that easier,… Read more »