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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
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Kathy Gregory

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

Liveplan

Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.

About Our Presenter

Liveplan
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.