Financial Performance Dashboard
Turn your data into insights that are easy to understand
Make the best possible business decisions with financial performance dashboards that update in real time.
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Spend more time in your business - less time in complicated spreadsheets
Plan vs. Actuals
Actionable insights at your fingertips
Quickly identify any potential pitfalls or opportunities for growth with an at-a-glance view of your plan versus actual results with your financial performance dashboard.
Get a better sense of when you should expand or when you should be reining things in.
Real-Time Insights
Make smart decisions with timely & accurate data
LivePlan's business performance dashboard instantly updates your forecasted cash and profit totals by syncing with your QuickBooks or Xero data in real-time.
It also updates key financial metrics compared to industry benchmarks, as well as all charts and graphs. That way, you can be confident your decisions are based on the latest performance data.
AI-Powered Analysis
Unlock powerful financial insights with one click
LivePlan’s Monthly Review feature turns hours of financial analysis into instant, actionable insights. Make faster, more confident business decisions, powered by AI.
Visual Reports & Presentations
Get Your Team Aligned
Know your numbers and focus on the metrics that matter with insightful charts and graphs.
A simple, user-friendly company performance dashboard helps you build a strategic roadmap for your business and makes it easier to share performance data with stakeholders or investors.
Integrations
Connect with QuickBooks & Xero
Turn actual results from your accounting data into real-time business insights with 20+ trend reports and automatically created charts and graphs.
No more fussing with complicated spreadsheets or financial apps, dig into your business performance dashboard so you can make smart business decisions.
How We're Different
More than business plan software
LivePlan isn't just a tool to easily create a business pitch, plan, and financials - it's a comprehensive business planning system to help you plan, fund, and grow.
Learn MorePlenty of support to help you succeed
Inspiration powered by AI
Instantly generate ideas at each step of your plan. You can also access 550+ sample plans to find one that matches your industry.
Guidance from business experts
Stay on track with video walk-throughs, webinars, and more from business planning experts.
If you ever get stuck, our team will help
If you ever have a question, you can instantly chat with a LivePlan expert.
Join over 1 million entrepreneurs who have used LivePlan to write their business plans
Frequently asked questions
A business performance dashboard is a tool used to gauge your businesses performance and enable you, your CFO, or your board to measure, monitor, and make strategic decisions around how to manage your business to achieve business goals. The LivePlan Dashboard turns all of this into an easy-to-use graphical display that combines two important sources of data:
Your financial forecast data (your plan) Your company's actual accounting data (your actual results)
There are over 40+ metrics to view in the LivePlan Dashboard, including definitions and what to look for in each metric. Top metrics are:
Revenue Expenses & Cost Revenue Breakdown Expense & Cost Breakdown Net Profit Operating Income (or EBITDA)
View a full list of metrics available in the business and financial performance dashboard.
LivePlan will build your company performance dashboard automatically as part of the LivePlan Premium package. In order to see data in the financial performance dashboard though, you'll need to either connect your QuickBooks Online or Xero accounts or enter your actuals manually.
Yes, you can download & print a PDF version of the business performance dashboard. If you'd like to share it with a colleague you can also send them a guest invitation to LivePlan so they can view the dashboard directly in LivePlan.