How to Copy Business Plan?

The ability to copy a business plan on Upmetrics offers a strategic advantage, enabling you to reuse and adapt the successful framework of your existing plans. This approach not only saves time but also ensures consistency across your business planning efforts.

Moreover, the concept of a “template” workspace acts as a master copy for all future ventures, simplifying the initial setup for new companies.

This guide will walk you through the steps necessary to copy a business plan effectively.

Steps to Copy a Business Plan:

1

Begin the process by setting up a new workspace. Complete all necessary setup steps to prepare for the plan copying process. Once done, navigate to the Business Plan section to proceed.

2

By selecting the " Business Plan," builder you will be taken to the template section, where you will find various options.  Here, you can select " Copy from an Existing Workspace" to copy a business plan template.

3

After selecting this option, Select the specific workspace from which you want to copy data. A popup will ask for confirmation- click " Yes, Copy" to proceed, and the system will execute the copy of your business plan details.

With these steps, Upmetrics isn’t just for planning; it's a platform for smart efficiency and innovation, where copying a business plan strategically saves time and upholds your strategic coherence.