Adding an Additional Workspace, Business Plan or Pitch

Workspaces in Upmetrics are designed to bring together all the critical tools needed for effective business planning such as: 

  • Business Plan
  • Finance Forecasting
  • Pitch Deck
  • Strategic Planning

Every time you initiate a new business plan or pitch in Upmetrics, a dedicated workspace is created. This feature allows you to juggle multiple business ideas or test various scenarios for the same project within a single account. The sidebar menu facilitates easy transitioning between workspaces.

Adding Another Workspace:

NOTE: When you hit the limit of your workspace allocation, you can either expand your capacity by purchasing an Addons Feature or manage space by archiving a less active workspace.

1
Navigate to the sidebar in your Upmetrics dashboard and look for the "+" icon.

2
Click on the "+" icon. This action will prompt you to start the process of creating a new workspace.

Now, Follow the steps for setting up a new workspace. For more details, read Setting up a new workspace.
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