How to Reset Your Business Plan?
The "Reset Business Plan" option in Upmetrics is a powerful tool for users who need to start their business planning process from scratch without creating a new workspace.
This feature allows you to revert your business plan to its initial template state, removing all previously entered data and customizations.
1
Within the
Workspace Settings menu Look for and select
Reset Business Plan to initiate the process.
2
A confirmation popup will appear. Click on
OK, Reset to confirm that you want to reset your business plan.
If you wish to preserve your download history, ensure the
Keep Download History option is checked.
3
After resetting, you'll be redirected to the
Sample Plans section, where you can select a new business plan template to start fresh with your planning process.
Now, Follow the steps for setting up a Business Plan. For more details, read
Setup and Configure your Business Plan.
