Tracking actuals on the Dashboard
The Dashboard, available in LivePlan Premium, helps you monitor and analyze your company's performance. It compares actual results to your forecast, enabling swift and efficient responses to business changes.
Quickstart Guides
- Using the LivePlan Dashboard
- Using the Dashboard Overview
- Starting LivePlan through the Dashboard
- Connecting LivePlan to QuickBooks Online
- Connecting LivePlan to Xero
- Connecting LivePlan to your accounting solution
- Mapping your accounting solution to LivePlan data
- Adjusting the mapping between your accounting solution and LivePlan
- Adjusting the automated starting forecast
- Setting up the Dashboard after you've created a forecast
- Updating actuals by CSV
- Printing reports from the Dashboard
- Entering your actuals into the Dashboard directly
- Switching between an accounting solution and direct entry
- Comparing actuals to your forecast with Dashboard Trends
- Metrics and ratios available on the LivePlan Dashboard
- Financial statements available in the Dashboard
- Viewing your QuickBooks classes in LivePlan
- End of support for QuickBooks Desktop integration