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:


One workspace explorer click on Workspace Settings


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.


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