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Upmetrics solves a significant business problem of creating professional business plans without spending funds on expensive professionals. …
Starting at $12 per month
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What is Upmetrics?
Upmetrics is a cloud-based business planning software designed to assist entrepreneurs and small business owners in starting and expanding their businesses. The platform offers customized business plan templates and detailed instructions to make the business planning process less overwhelming. It comes...
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Solo Plan
$12
On Premise
per month
Team Plan
$19
On Premise
per month
Premium Plan
$64
On Premise
per month
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://upmetrics.co/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $12 per month
Product Details
- About
- Competitors
- Tech Details
What is Upmetrics?
Upmetrics is a cloud-based business planning software designed to assist entrepreneurs and small business owners in starting and expanding their businesses. The platform offers customized business plan templates and detailed instructions to make the business planning process less overwhelming. It comes with an intuitive real-time editor where users can drag and drop various plan sections and create a unique business plan.
Additionally, Upmetrics provides a financial projection calculator, sample plans, startup guides, pitch deck templates, and even innovative canvases for developing innovative models of running the organization. Business teams can collaborate effectively as the software allows unlimited members to be on board at no extra cost. Planning teams can also easily share it online with investors or colleagues.
Upmetrics is available in both desktop installations as well as online SaaS delivery options suitable for any user preference or needs.Taking advantage of all these features will help businesses put together an investment-ready document that lays out clear paths toward growth while setting realistic goals along the way.
Upmetrics Features
- Supported: Business Plan Templates
- Supported: Collaboration Tools
- Supported: Dashboard
- Supported: Financial Modeling
- Supported: Financial Templates
- Supported: Pitch Presentation
- Supported: Social Sharing
- Supported: Step-by-Step Wizard
Upmetrics Screenshots
Upmetrics Video
How to Write a Business Plan? | Business Plan Tutorial | Step by Step Guide 2021
Upmetrics Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Mac, Cloud, SaaS |
| Mobile Application | No |
| Supported Languages | English |
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- Business Problems Solved
- Pros
- Cons
Upmetrics solves a significant business problem of creating professional business plans without spending funds on expensive professionals. According to users, this DIY software helps them save money while at the same time designing visually impressive business plans with ease. The interface is user-friendly, simplifying the process for novice users as well.
Another business problem resolved by Upmetrics is project organization and proposal development. Users claim that once they design a template layout, it can be reused for similar projects in the future, saving time and effort. This software offers early-stage business planning and forecasting tools for members, making strategic decision-making easier.
The overall experience of using Upmetrics is enjoyable due to its straightforward user interface and prompt actions. Users recommend video tutorials to support using the software since it caters to different learning styles and provides access to training alternatives rather than reading-only instructions. Moreover, Upmetrics allows for teaching and growing staff on how to prepare professional plans, saving businesses money in the long run.
Ease of use: Reviewers have consistently praised Upmetrics for its ease of use and management accessibility. The step-by-step guides, samples, templates, and helpful tips provided by the web-app make it easy to create an effective business plan in a couple of hours.
Customizable Financial Metrics: Users appreciate the ability to customize their financial metrics according to their specific requirements. This feature makes it easier for businesses to create realistic revenue projections with allowable flexibility.
Integration with Existing Processes: Upmetrics' ability to integrate easily with existing processes has been highly appreciated by users. This feature helps businesses streamline their operations and avoid duplication of efforts.
Difficult Business Plan Feature: Several users have found the business plan feature difficult to use, particularly at the beginning. Users have expressed frustration with the inability to import templates or other standard documents they utilize. Additionally, some reviewers have mentioned that they found the financial segment not straightforward and challenging to adjust and edit.
Limited Template Options: Multiple users have expressed a desire for more customization and template options for their business plans. While existing templates were okay, users felt more examples would help those who are inexperienced in writing a business plan.
Lack of Video Tutorials: Many users feel that text explanations on Upmetrics are not helpful, especially for those without a finance or accounting background. As such, several reviewers would appreciate video tutorials on Youtube or on the website to guide them through processes better.