Setting up a New Workspace:

Log into your Upmetrics account and locate the Sidebar on your dashboard. The Sidebar serves as your navigation hub.

Look for an option that says Create New Workspace. This option is typically represented by a plus "+" icon or a straightforward label.

Click on this option, and you'll be prompted to enter details such as the Workspace Name and, optionally, a brief description.

Within your Upmetrics account, navigate to the Resources section, where you get the Sample Plans option, and within that, you can browse various business templates.

Select a business template that aligns with your project or planning needs. Upon choosing a template, the system will present an option to tie this template to a new workspace.

You'll be prompted to either select an Existing Workspace or create a New Workspace. Choose to create a New Workspace.

Both methods offer a user-friendly approach to organizing your business planning efforts in Upmetrics, ensuring that you can start with a solid foundation regardless of where you are in the planning stage.

Once logged in, locate the "My Workspaces" section and add/ create New Workspace.

NOTE:  You can create a workspace in 2 ways as above shared.

The next step in setting up your workspace in Upmetrics involves defining the Workspace Name and clicking on Create Workspace to proceed further.

After naming your workspace in Upmetrics, focus on defining your business's core identity. (i.e. What does your business do? What's your business tagline? , etc.)

You can also set your business logo as well by clicking on the given field.

Add the Business logo by clicking on the given field.

• What does your business do?
  Provide a Clear Description: Summarize the main activities, products, or services your business offers. Aim for clarity and conciseness, so anyone reading can quickly understand the essence of your business.
• What's your business tagline?
  Craft a Tagline: Choose a brief, memorable phrase that captures your business's essence and value proposition.
  
  
Click on Next to continue.

Select your industry, define your company's current stage, and state whether it's operational. These details provide a clear context for your business plan, ensuring it aligns with your actual business environment.

• Select an Industry in which your company is operated
  Select an Industry: Choose the industry closest to your company's activities. This aligns your plan with specific sector trends and insights.

• Company Stage: Identify your company's current stage (startup, growth, etc.) to tailor strategies to your business's lifecycle.

• Is this company currently in operation?
  State if your company is currently operational ("Yes" or "No" ) to provide context for financial and market planning.

• Company Type: Indicate the legal structure or type of your company (e.g., sole proprietorship, LLC, corporation).

• Number Of Employees: Indicate your company's workforce size to inform scale and resource planning.

Select your company's operating country and currency.

This step aligns financial projections and operations with local economic conditions and regulatory requirements, ensuring accuracy in financial planning and analysis.

The next crucial step in Upmetrics involves detailing your company's funding details. This section is vital for understanding the financial foundation and goals of your business:

• What is your current funding situation?
  Specify whether your company is Bootstrapped, relying on personal finances and operational revenue, or Funded, indicating that you have received external financial investments.
• Looking for funds for your startup?
  Indicate with a simple "Yes" or "No" whether you are actively looking for more funds for your startup.
• What is the purpose of the business planning?
  The purpose of business planning, informed by your funding situation, focuses on key objectives like securing investment, expanding operations, exploring new markets, or optimizing your structure.

Moving to the business overview, This section leverages the power of Upmetrics AI Assistance, which crafts a personalized set of questions based on the information previously inputted during the workspace configuration and the About Business section.

Here's how it works:

• AI-Generated Responses: For each question posed by Upmetrics AI, you have the option to use AI-generated answers. This feature is designed to provide insightful, data-driven responses that align with the details you've already provided about your business.
  
  
• Customization: While AI-generated answers offer a solid starting point, you're encouraged to customize these responses. You can edit, modify, or entirely rewrite the AI's suggestions to better reflect your business's unique aspects and strategic vision.
• Automatic Business Plan Creation: The answers to these AI-generated questions play a crucial role in forming the backbone of your business plan.
  
  Upmetrics AI uses your responses to automatically generate a comprehensive business plan, ensuring that the final document is tailored to your business's specific needs and goals.

In the final phase of setting up your workspace in Upmetrics, inviting team members is streamlined through their email IDs.

This efficient process ensures that each member is directly notified and can join the workspace effortlessly, enabling a seamless transition into collaborative planning.