Ready to take control of your business's performance? In this practical webinar, Palo Alto Software's CEO, Sabrina Parsons, and CFO, Trevor Bettsonson, walk you through the exact process they use to conduct their monthly plan review meeting. Discover how to move beyond just looking at the numbers and start making strategic decisions that drive growth and stability. Watch now to learn the step-by-step process for running a successful monthly review that keeps your business on track.
What You'll Learn
This webinar is packed with practical advice and a live demonstration of how to use LivePlan to manage your business effectively. Here’s a look at what we cover.
Conducting a Comprehensive Financial Review
Analyze Key Financials: Learn how to quickly review your Profit & Loss, Balance Sheet, and Cash Flow statements directly within the LivePlan Dashboard. Compare Performance at a Glance: See how to instantly compare your actual results against your forecast, the previous period, and the previous year to understand your business's health. Identify Variances and Ask Why: Discover how to spot deviations in revenue and expenses to ask the right questions and uncover hidden issues or opportunities.
Strategic Forecasting & Adapting to Change
Update Your Forecast Dynamically: See the step-by-step process for adjusting your financial forecast to reflect new information or changing market conditions, like those brought on by the COVID-19 pandemic. Model New Scenarios: Learn how to add new revenue streams or pivot your business model and instantly see the financial impact on your cash flow and profitability. Manage Cash Flow Proactively: Understand the critical assumptions that drive your cash flow—from accounts receivable to inventory—and how to adjust them to ensure your business stays healthy.
Streamlining Reporting & Collaboration
Generate Professional Reports in Clicks: Learn to create and download a polished, comprehensive report packet for your management team, board members, or investors, saving hours of manual work. Run Efficient Meetings: Find out how to use LivePlan as the single source of truth for your monthly review, eliminating the need for cumbersome spreadsheets. Foster Team Alignment: Get insights into running a collaborative review meeting that gets your entire management team on the same page and focused on key business goals.
