How to Change the Currency in Your Business Plan?

In business planning, matching your financials to the appropriate currency is essential for clarity and accuracy. Upmetrics makes it easy to customize your business plan to match the currency relevant to your audience.

There are two primary methods to change your business plan's currency,

This guide will walk you through the simple steps to adjust the currency settings for your business plan on Upmetrics, ensuring your financial data aligns with your business's geographic focus.

From Workspace Details:

1

Log into your Upmetrics account. Navigate to the “Workspace Details”.

2

Under the "Profile” section Look for the "Country, Currency & Formatting" option within the Workspace Details. select your country from the dropdown menu. The currency will automatically adjust to match the standard currency of the chosen country.

3

Once you have selected your country, the currency will update across your business plan. This change applies to all financial reports and projections within your workspace, promoting consistency and accuracy in your financial planning.

From Finance Forecasting Module:

1

Open the Finance Forecasting module.

2

Go to the Settings option. Locate the Preferred Currency section and click on Go to Workspace Settings.

3

This action redirects you to the "workspace detail" section where you can configure the currency according to your specific country's needs.

By following the method steps, you can effortlessly update or change the currency in your business plan to suit your needs. This simple process on Upmetrics ensures your financial data aligns with your target audience or market, enhancing the clarity and relevance of your business planning efforts.