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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. How did we do last month compared to our forecast?

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How Sales Quote Software Can Help Your Small Business Grow

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This may mean you’ll need to invest in a configure, price, quote (CPQ) software solution to stay competitive. Why invest in quoting software? Integrating a new software or service platform with your business can be a costly endeavor. Here are a few ways it can streamline the mechanics of your business.

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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. Cash flow statement. Sales forecast. Personnel plan. Sales forecast. Balance sheet.