Content Provider
Liveplanlogo new
Middlebanner excel07092024
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Liveplan trackingkpis

TRACKING KEY PERFORMANCE INDICATORS IN LIVEPLAN TO HELP SMBs MEET THEIR GOALS

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 21, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
Course Description

The use of Key Performance Indicators is the best way to distill performance to a useful metric. Regardless of the size and complexity of the business operation, there are standard KPIs that when tracked and measured, easily reflect to all stakeholders the performance of the business. Join us as we review the most useful KPIs for small business planning, and demonstrate the LivePlan feature set for KPI usage.

Learning Objectives

  • Develop a general understanding of KPI tracking, and how to get started quickly

  • Learn to use Industry Ratios and aggregate data

  • Overview of the LivePlan feature set for KPIs and Scoreboard reporting

  • Effective ways to monitor and improve cash flow

  • Mitigating financial risk to improve your Gross Profit Margin

Not logged
Testimonials
Profile img default

Tangala, GA

"The way in which this presentation was presented was very useful for a business owner who hasn't used these tools before. It was easily attainable and I will consider using this service for my business."
Profile img default

Dot J, TX

"Kathy knows her stuff and delightfully employed her excellent speaking skills to share this knowledge with us. Great job!"
Profile img default

Ajeenah, FL

"yes I enjoyed today webinar a lot of good information"
Profile img default

Guadalupe, FL

"The ability to have others speak is great."
Profile img default

William, ID

"It reminded me of when I earned my MBA"
Profile img default

Donna, CA

"Excellent Resources and Trainging"
Profile img default

Aaron, NJ

"Seminar was clear and concise"
Profile img default

Michael, CO

"Great presentation. Thanks."
Show more testimonials
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Kathy Gregory

LivePlan for Strategic Advisors
Director of Strategic Development
peter@paloalto.com

Liveplanlogo new

About Our Presenter

Liveplanlogo new
Since its creation in 1988, Palo Alto Software has grown to a respected provider of small business tools worldwide with the single goal of helping other small businesses grow and become successful. We now offer several software products and an extensive library of free expert content to help small businesses succeed. We understand small business because we are a small business. We know what it's like to start from zero, with no outside investment, and build a company from one employee to nearly fifty. Our products are tooled for small businesses because we understand the challenges of startups, and we also know what it takes to be successful. We are committed to providing that knowledge, experience, and expertise to as many other small businesses as possible.