LivePlan

A business plan software for planning and forecasting.

About LivePlan

LivePlan helps you create a detailed business plan with step-by-step instructions and examples. This is accomplished in 3 easy steps:

  • Answer questions
  • Enter data
  • Customize and share

LivePlan can help your sales team achieve their goals and help your business improve performance in the sales pipeline. This is through a method of pitches, planning, and management of your sales data.

Video Overview

Features of LivePlan

  • One-Page Business Plan
  • Business Model Canvas and Templates
  • 500+ Samples & Examples
  • Financial Forecasting
  • Sales Forecasting
  • Professional Documents
  • Performance Dashboards
  • Milestone Scheduling
  • Collaboration
  • Create Multiple Plans

Financial Forecasting

LivePlan can create financial reports without disrupting any formulas you use in Excel. The financial reports created via LivePlan are intended to be easy to use and does not require any extensive training. Drag and drop features let you take a more visual approach to create your report and rely less on having specific budget figures on hand.

Charts and graphs are generated automatically in your business plan. This includes:

  • Revenue Forecast
  • Expense Budget
  • Profit & Loss
  • Balance Sheet
  • Cash Flow
  • Personnel Plan
  • Asset Purchases
  • Direct Costs
  • Funding Sources
  • Key Financial Assumptions

Sales Forecasting

  • Drag and drop forecasting
  • Sales charts integrated into documents
  • Track progress against sales goals
  • Full automation
  • Explore opportunities with scenarios

Product Overview

Other Software by Palo Alto Software, Inc.

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