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LivePlan

Started by Xero API -   in App Reviews |Reporting

4 out of 5 stars
 
Based on 5 user ratings
If you are a user of Xero and LivePlan, tell us how you are getting on and your experience so far. Any tips?

About LivePlan


Make better business decisions by creating smart budgets and sales goals and then tracking your progress towards those goals with one easy-to-use dashboard. For more information, check out LivePlan.

Tip

Remember if you have questions or need assistance with LivePlan, this is not the best place to ask - this forum is for reviews and feedback only.

For general support, check out the LivePlan help center or this page for information on connecting LivePlan to Xero.

I primarily use LivePlan for the Scorecard feature and the visual reporting but find it far too limiting. First, you can only go back two years of data based on when your "Forecast" date started. Why they would make the Scorecard related to the Forecast in any way like this is beyond me and why they would only limit it to two years of data is even more baffling. How could they think business only would want to see two years of data?

There is also not much flexibility in the data and the ability to drill down further. For example the "revenue breakdown" has a nice visual pie chart of the top categories but then there is a large (in my case) "other" section.... it takes up about 50% of the pie chart... well, I can't drill down on that to see what the "other" is. There needs to be more flexibility and possibilities in viewing the data they are presenting.

I've actually been using LivePlan for a couple years now but will soon be canceling. Since I was new to LivePlan and Xero at the same time, my data was new. Now that we are going on past 2 years together I'm running into the limited timeframe problem I mention above. It's really quite baffling... if the data is there (and it is) why limit the interface to only show me two years of the data?
 

Jeff Singer  

I've been using Liveplan with Xero for a few months now and love it. It's given me visibility about how we're doing against forecast like I've never had before and the business plan side of things is also great.

My only suggestion would be for it to have some kind of auto match for mapping accounts as this was a little long winded.

The live 'Scoreboard' dashboard and the way it brings in my Xero data is simply brilliant.
 

Rob Mackley  

I found it so easy to integrate Xero into Liveplan. The visual representations of income streams etc is really helpful. Maybe a bit more visual representation in Xero itself?
 

Greg Brown  

For startups, the combination of LivePlan and Xero is an absolutely must-have! How do you expect to juggle so many priorities and yet keep an eye on the bottom line? I highly recommend LivePlan and Xero.
 

Clemen Chiang  

LivePlan has a great integration with Xero! One of the items LivePlan does need is to pull in Xero Budget numbers to use for the Milestone projections that LivePlan offers. It would be extremely convenient not to re-enter this figures since they may already be entered in Xero. Overall, highly satisfied with LivePlan and we recommend it to all start-ups including you, if your thinking about using LivePlan.
 

Will Lopez