Setup and configure your business plan

As soon as you create your workspace, the Business plan wizard guides you to set up and configure your business plan tool as follow:

To set up your business plan:


Open workspace explorer:


Click on the  Business Plan tool to start setting up.


Select a business plan template or use a sample business plan, You may want to use the library of sample business plans within Upmetrics. Seeing how other entrepreneurs in your industry have expressed their business ideas can really help inspire you in describing your own business. We offer these sample plans as templates to use as a starting point for your own editing.


Confirm the business plan template and click on next.


Start writing the business plan section with the help of a guide and samples given for that example.