Announcing LivePlan’s Analysis and Reporting Advanced Master Class

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The Analysis and Reporting Advanced Master Class is a half-day, dynamic virtual live learning event taking place on September 14th. Space is limited, so reserve your seat today!

LivePlan Strategic Advisor Analysis and Reporting Advanced Master Class banner

A live, virtual training event to learn how to use forecasts and financial metrics as ongoing business management and performance tools.

Our Advanced Master Class on Analysis & Reporting will give you the knowledge and resources you need to manage a business with LivePlan. During the live, half-day event we will teach you how to understand & analyze financial metrics, and use the LivePlan Forecast & Dashboard to deliver actionable insights and strategies to your team.

By joining this webinar you will learn how to: 

✓  Review and understand your financial metrics to uncover deeper performance insights.

✓  Analyze and use your forecast, alongside actual results and benchmarks, to deliver actionable insights and goals.

✓  Use the LivePlan Dashboard to manage financials, report results, and deliver action items to your team on a monthly basis.

✓  Organize and enrich performance review meetings with actionable goals, driven by plan vs. actual analysis, to get the most out of the time with your team.


Here’s what you need to do first to get the most value from this Master Class.

✓ Active LivePlan account user ✓ LivePlan Forecasting experience ✓ LivePlan Dashboard experience

Limited attendance and prerequisites create an environment where deep training and purposeful peer connections have room to develop with an emphasis on small-group collaborative training, a trademark of LivePlan learning. Master Class will be hosted on Zoom, the innovative platform that brings the in-person experience of conferences to life, online.

We can’t wait for you to join us on September 14th for a half day, virtual Analysis and Reporting Advanced Master Class for business owners, CEOs, CFO’s or outsourced CFOs and strategic advisors. Reserve your seat today for Advanced training and hands-on work in LivePlan-   #LivePlanMasterClass.

Can’t make this Master Class? Click here for more LivePlan Master Class training opportunities.
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About Palo Alto Software and LivePlan

Palo Alto Software, Inc. develops and publishes tools, products, and content to help small and midsize businesses pitch, plan, manage, and grow their ventures. Founded in 1988 by business planning expert Tim Berry, PAS has been the market leader in its category for over 15 years and has served well over 2 million entrepreneurs. 

Currently led by Sabrina Parsons, who has been the company’s CEO since 2007, initiated the development of the company’s flagship product, LivePlan. A SaaS (software as a service) solution for efficient, profitable, and scalable business planning and financial management. 

For more information on LivePlan Master Classes, please visit

Annie Ryan
Annie Ryan
Annie is the Product and Channels Marketing Lead for Palo Alto Software.
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