June | Ask our Experts Anything: How to Conduct a Monthly Review

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Watch our CEO Sabrina Parsons, Sales Director Peter Thorsson, and Partnership Associate Justin Hardersen for a live, one-hour webinar. Discover how LivePlan helps you strategically plan, manage your financials, and measure your company’s performance.

The LivePlan team answered questions covering:

  • LivePlan’s new Monthly Review (beta) feature: provides AI analysis that can help spark conversation or a deep dive into areas to evaluate and assess. 
  • Starting and prioritizing your company goals.
  • Which performance metrics every company needs to keep an eye on.
  • How to create scenarios to mitigate risks or see best outcomes.
  • Defining your target audience and market.


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Annie Ryan

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