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.

These steps show you how to change your plan template:

1

One workspace explorer click on Workspace Settings

2

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

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

3

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

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