Join a panel of LivePlan staff members—Lauren McComb, Cassie Halen, Spencer Thompson, and Josh Clark—as they share their favorite features and time-saving tricks for getting the most out of LivePlan. This webinar is designed for both new and experienced users, offering a fresh perspective on how to work smarter, not harder. Learn how to use a variety of tools, from simple in-app calculations to powerful scenario planning, to make more informed decisions and confidently guide your business toward growth.
What You'll Learn
This session is full of practical advice and high-value tips to help you manage your business more effectively. Here’s a detailed look at what the LivePlan team covers:
Quick Tips to Streamline Your Workflow
In-Cell Calculations: Discover how to perform simple math operations directly inside any forecast cell, saving you time and effort. Track Assumptions with Notes: Learn to use the new Notes feature to leave detailed explanations for specific forecast numbers. This is a powerful collaboration tool for teams and a helpful reminder for your future self. Generate Custom Reports: See how to quickly create and download focused reports from your dashboard. Customize them with specific metrics and a summary to share with your team or stakeholders.
High-Value Strategies for Driving Growth
"What If" Scenario Planning: Understand how to use LivePlan’s scenarios feature as a risk-free environment to test strategic decisions, such as hiring a new employee or making a major equipment purchase. Test New Revenue Models: Explore how to duplicate your forecast to model and compare different business approaches, like shifting from a one-time sales model to a recurring subscription service. Leverage Live Forecast: Get a brief overview of how to connect your LivePlan account to your accounting software (like QuickBooks or Xero) to automatically blend your past actuals with your future forecast, providing a trued-up, realistic view of your business's financial future.
LivePlan Support and Resources
Expert Advisor Services: Learn about the option to work with a LivePlan professional to build and refine your forecast. Customer Advocacy Team: Find out how to get fast, knowledgeable support through in-app chat or email. Additional Resources: Discover a wealth of resources available to you, including the LivePlan blog and help center, for ongoing business guidance and tips.
