Changing business plan template

Have you choose the wrong template? or are you willing to write a business plan for some different idea or industry?

Don't worry you can always reset or change your business plan template/sample business plan at any time in Upmetrics.

This steps shows you how to change your plan template:


One workspace explorer click on Workspace Settings


Reset or change business plan outline by clicking Reset Business Plan button, Confirm the process and move on to next page which is select new business plan template or sample business plan.

Tip: Please note by resetting a business plan, you will lost all your existing content in your business plan. If you would choose any template, The whole plan will be replaced with new template.


Choose a new business plan template. you can also copy your existing business plan by selecting a plan under Your Business plans tab.

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