How to add Images and Table in Business Plan?

Enhancing your business plan with images can transform it from a simple document into a compelling narrative. Tables are vital for summarizing complex data, making it easier for stakeholders to understand the essentials of your business at a glance.

Upmetrics allows you to easily insert and remove images/ Table, making your business plan more engaging and visually appealing.

 In this article, we'll guide you through the simple steps to add images and tables to your business plan using Upmetrics, helping you craft a visually engaging and data-rich document.

In This Article

  • How to add Image?
  • How to add Table?
  • How to add Image?

    Within Upmetrics, images can be seamlessly integrated into your document by utilizing the Text elements.

  • Steps to Insert Images
  • Steps to Replace Images
  • Steps to Remove Images
  • Steps to Insert Images

    1
    Log into your Upmetrics account and navigate to the section of your business plan.
    2
    Add the Text section within your business plan by using the drag-and-drop feature to place it where you need it.

    3
    Click on the Quick Insert option located within the text editor toolbar. Choose Insert Image from the available options.

    4
    After inserting the image, you have the flexibility to resize or move it according to the layout of your business plan. You can align the image to the left, right, or center, ensuring it complements the surrounding text effectively.

    5
    You can also add the link to your uploaded image via the Insert Link option.

    6
    Add the URL on the given field and click on Insert to save it.

    7

    Within the text of your business plan, double-click where you wish to add an image.

    This action will prompt the Insert Image option to appear or you can press Ctrl+P to add the image from your system keyboard.

    8
    Click on the Insert Image option will open a popup dedicated to image uploads.

    After activating the insert option, you can either select an image file traditionally or use the drag-and-drop feature to add your image.

    Steps to Replace Images:

    1
    Click on the image to select it and you will have the Replace option below:

    2
    After clicking on the Replace option, You can upload an image by either selecting a file manually or using drag-and-drop for quicker addition.

    Steps to Remove Images:

    1
    Open your business plan and scroll to the section containing the image you wish to remove.
    2
    Click on the image to select it. You should see handles around the image indicating it is selected.
    3
    Press the delete or backspace key on your keyboard to remove the image.

    Alternatively, look for a Remove option in the image formatting toolbar that appears upon selecting the image.

    How to add Table?

    Adding a table to your business plan in Upmetrics is straightforward, Simply use the Text section to insert your table.

    1
    Go to the 'Text' section in your business plan where you want to insert the table and click to place your cursor there. You'll notice the quick insert toolbar pops up with the "+" icon.
    2
     Click on the quick insert option and select 'Insert Table' to add a table in your text section.
    3
    Once the table is added, Adjust the number of rows and columns, and enter your data to suit your needs after adding the table.
    4
    You can easily delete your table by clicking on the remove table option.
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