A live, virtual training event to learn how to use forecasts and financial metrics as business performance tools and ongoing business management tools.
Expand your analysis and reporting lens with LivePlan, in this dynamic, live virtual learning event, and learn how to analyze KPIs to make better business decisions! Enrich your team meetings with actionable goals, driven from plan vs. actual analysis.
Learn to:
✓ Understand and analyze financial metrics for deeper performance insights.
✓ Analyze and use a forecast, plus actual results and benchmarks to deliver actionable insights and goals.
✓ Learn how to use the LivePlan Dashboard to manage financials and report results and action items monthly to your team.
✓ Organize your review meetings to get the most out of your time with your team.
Prerequisites:
SPACE IS LIMITED!
This virtual Master Class includes:
Advanced training | Hands-on work in LivePlan
Can't make this Master Class?
Testimonials
"The Master Class was well organized, communication was clear and I learned a good amount. I would recommend to all LivePlan users or those considering.“
-Doug Hart
with Beacon Business Advisors
"Very useful to see how SBDC's can use the software long term with our clients. While most of what we do is startup forecasting in preparation for approaching lenders, this allows us to consult with our clients on an ongoing basis and drill down into the revenue and expenses that are and aren't working for the business.“
-Jeff Dereume
with Duquesne SBDC
"This class was very informative. I learned about some of the features I was not using. I learned some best practice tips when creating a forecast, as well as how to present issues and ideas to the client. They also provided some great resources to help with the process.“