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How to Run a Productive Monthly Business Plan Review Meeting

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This article, which originally appeared on our LivePlan Blog , is part of our “Business Planning Guide” —a curated list of our articles that will help you with the planning process! But, here at Palo Alto Software, we’ve found one meeting that is simply indispensable. Did we collect money as planned? They’re right.

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The Key Elements of the Financial Plan

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Financial experts will have different opinions about what should be included in a financial plan, depending on the type of business you have and what you’re trying to accomplish with your business plan. These three components (revenue, COGS, and gross margin) are the backbone of your business model—i.e.,