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 warning popup will appear, type the name of your workspace in the field provided to confirm your intention.

If you wish to preserve your download history, ensure the  Keep Downloaded Documents  option is checked.

Warning: This will delete all chapters and their data, allowing you to select a new business plan template.

3

Once you've correctly entered the workspace name, Once you've entered the workspace name correctly, you'll see the Ok, Reset option is enabled, and click on it to reset your business plan.

4

Following a reset, you'll be redirected to the template selection page. Select your preferred configuration option for the business plan.

Now, Follow the steps for setting up a Business Plan. For more details, read Setup and Configure your Business Plan.