LivePlan

New User Guide

• Create a Compelling Pitch with LivePlan
• Getting Started in LivePlan
• How to get help
• Creating your business plan
• Regular review in LivePlan: Why should you do it?
• Collaborating in LivePlan

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LivePlan basics

• Creating and managing companies
• Managing your account
• Quick Answers
• LivePlan for advisors, consultants, and educators

Writing about your business

• Writing your business plan
• Creating your pitch

Understanding the numbers

• Industry Data
• Preparing your forecast
• Tracking actuals on the Dashboard

Sharing your ideas

• Downloading and printing
• Collaborating with others