Starting a business isn’t any small feat!
Did you realize 23.2% of latest businesses fail of their first yr? That is why having a transparent, well-structured plan could make all of the difference in crossing that daunting threshold.
I recently got here across Upmetrics. It is a cloud-based business planning tool that guides you thru every stage of your corporation plan with a seamless, user-friendly experience!
Provide Upmetrics with basic information, and the AI will generate your corporation plan in seconds! Otherwise, pick from certainly one of 400+ customizable templates. From there, get Upmetrics to generate content for your corporation plan with AI and make manual tweaks!
Upmetrics really appears like you will have a business consultant right at your fingertips, and I’m excited to indicate you the way to use it!
On this Upmetrics review, I’ll discuss the professionals and cons, what it’s, who it is best for, and its key features. Then, I’ll show you the way I used Upmetrics to generate and edit a marketing strategy and pitch deck!
I’ll finish the article by comparing Upmetrics with my top three alternatives (Plus AI, Storydoc, and 15minuteplan). By the top, you may know if Upmetrics is true for you!
Verdict
Upmetrics is a wonderful selection for business planning with its user-friendly interface, robust collaboration tools, and AI-powered features that make plan creation easier. While there’s a slight learning curve with financial forecasting and a necessity for Web access, its comprehensive templates, responsive support, and versatile plans make it a solid investment for businesses of all sorts!
Pros and Cons
- User-friendly interface.
- Comprehensive features for business planning, financial forecasting, and reporting.
- Real-time collaboration tools that facilitate teamwork and client feedback.
- 400+ customizable templates for various industries and business types.
- AI-powered features to assist refine business plans and pitches.
- Cloud-based platform ensuring data security and accessibility.
- Responsive customer support team.
- Flexible subscription plans with the power to upgrade/downgrade anytime.
- There could also be a little bit of a learning curve for brand spanking new users, especially with the financial forecasting tools.
- Requires Web connection for full functionality.
What’s Upmetrics?
Launched in 2015, Upmetrics is a cloud-based business planning platform that makes business planning less intimidating and more collaborative. The platform’s biggest differentiator is its guided approach to business planning!
While competitors are likely to focus heavily on financials, Upmetrics takes a more holistic view. They’ve in-built these really helpful prompts throughout the planning process, making it feel like you will have a business consultant right there with you!
What I really like about Upmetrics is which you could access it anywhere as long as you will have an Web connection. The platform works really easily on desktop browsers. And while there is not any dedicated mobile app yet, their mobile-responsive web interface does the job pretty much!
The Upmetrics dashboard is clean and intuitive. Every part is organized into logical sections, and every section is color-coded and clearly labeled, making navigation a breeze!
The dashboard also includes helpful progress indicators that show how complete each section of your plan is. I find this visual feedback is absolutely motivating, especially if you happen to are likely to get stuck within the planning process.
The financial forecasting tools deserve a special mention, too. Unlike some competitors that overwhelm you with complex spreadsheets, Upmetrics breaks every part down into manageable chunks. You input your numbers step-by-step, and the platform does all of the heavy lifting with the calculations. No more broken formulas or Excel nightmares!
Overall, Upmetrics is a comprehensive solution for entrepreneurs and small businesses. It offers a spread of features that facilitate effective business planning and financial management while ensuring ease of use and accessibility.
Who’s Upmetrics Best For?
Upmetrics is designed for anyone from first-time entrepreneurs to seasoned business consultants:
- Entrepreneurs and startups can use Upmetrics to create comprehensive business plans and pitch decks. It offers over 400 customizable templates tailored to numerous industries, making it easier for brand spanking new business owners to structure their ideas effectively!
- Small business owners can use Upmetrics to expand or launch latest products. The platform provides strategic planning and financial forecasting tools to assist owners map growth strategies.
- Business consultants and advisors can use Upmetrics to boost their services and assist clients in business planning. They can even create detailed business plans and financial statements so as to add value to their offerings.
- Educational institutions can use Upmetrics for marketing strategy competitions or academic projects. They can even use the resources offered by Upmetrics to study business planning processes.
- Non-profit organizations can use Upmetrics to develop structured plans for funding and operational strategies. Upmetrics provides financial forecasting and reporting tools, that are crucial for securing grants and donations.
Upmetrics Key Features
Listed below are Upmetrics’ key features:
- Business Plan Builder & Templates
- Financial Forecasting & Modeling Tools
- Real-Time Collaboration Capabilities
- Document Sharing & Export Options
- Pitch Deck Creator
- Document Management System
- Integration with Other Tools
1. Business Plan Builder & Templates
The center of Upmetrics is its marketing strategy builder. Upmetrics comes loaded with over 400 industry-specific templates, so getting began is so simple as picking your industry and customizing from there!
What really makes these templates shine is their flexibility. Each section has built-in prompts and examples that make sense in your industry.
2. Financial Forecasting & Modeling Tools
Here’s what I consider the platform’s secret weapon: the financial forecasting tools. Give Upmetrics your basic assumptions (e.g., projected sales, costs, and growth rates), and the AI will routinely generate your financial statements and projections!
The best part is that the financial projections synchronize in real-time along with your written plan. No more hunting through documents to be sure all of your numbers match!
3. Real-Time Collaboration Capabilities
Upmetrics’ real-time editing functions are much like Google Docs. Nonetheless, I find the comment system to be actually higher than Google’s, especially for business planning!
With Upmetrics, you may tag specific sections for review and assign tasks to team members. It’s particularly helpful when working with clients who need input from different department heads.
4. Document Sharing & Export Options
With Upmetrics, you may export your plan in multiple formats: PDF, Word, and PowerPoint for pitch decks. They’ve even included different design themes, so your plan can match your brand’s style!
5. Pitch Deck Creator
The Upmetrics pitch deck creator is a handy feature. It uses AI to routinely pull key information from your corporation plan to create a basic pitch deck structure!
When you’ll definitely wish to customize it, having that foundation saves numerous time.
6. Document Management System
Upmetrics also comes with a document management system. You’ll be able to attach supporting documents on to relevant sections of your plan (e.g., market research reports, patents, permits, whatever you wish).
I really like how you may organize every part in a single place as an alternative of getting files scattered across different folders and drives!
7. Integration with Other Tools
Integration-wise, Upmetrics integrates well with other tools. It connects with QuickBooks and Xero for financial data import and may sync with tools like Slack for notifications.
While the platform has many useful features, mastering all of them requires a little bit of a learning curve. Nonetheless, the support team is surprisingly responsive, so you will have nothing to fret about!
Easy methods to Use Upmetrics to Generate a Business Plan
Here’s how I used Upmetrics to generate and edit a marketing strategy and pitch deck:
- Select a Plan & Create an Account
- Create a Recent Workspace
- Select “Business Plan”
- Fill Out the Questionnaire
- Generate & Edit a Business Plan with AI
- Download or Share Your Business Plan
- Generate a Pitch Deck
Step 1: Select a Plan & Create an Account
I began by going to the Upmetrics homepage (upmetrics.co) and choosing “Start Planning Now.”
Next, I used to be asked to decide on a plan.
I selected the center tier (Premium) to access the “AI Plan Writing & Assistance.”
Step 2: Create a Recent Workspace
After choosing my plan and creating my account, I used to be taken to my “Workspaces.”
Upmetrics asked me so as to add my company name to create a brand new workspace. The workspace is the central hub where I’ll plan my business and manage my team.
I added my workspace name and hit “Create Workspace.”
Next, Upmetrics asked me to establish my workspace.
To establish my workspace inside Upmetrics, I had to supply the next:
- Details about my business
- Country and currency
- Funding
- Business overview
Step 3: Select “Business Plan”
The workspace setup only took a number of minutes!
I first desired to create a marketing strategy, so I hit the “Business Plan” button in my latest workspace.
Next, I used to be given five options for a way I wanted to start out writing my marketing strategy:
- Generate with AI
- Use Sample Template
- Import Document
- Start from Scratch
- Copy Existing Workspace
I used to be most interested by how Upmetrics would do making a marketing strategy with AI, so I selected that option.
Step 4: Fill Out the Questionnaire
Before generating my marketing strategy with AI, I chosen “Update Answers.”
Upmetrics will generate a questionnaire based on the data you provide when organising your workspace. It is going to use this information to create an AI-generated marketing strategy.
My questionnaire had thirteen questions.
I could answer these questions by typing them in manually or using Upmetrics’ AI suggestions! The AI suggestions were accurate and saved me numerous time.
Step 5: Generate & Edit a Business Plan with AI
Once the questionnaire was complete, I chosen “Generate with AI.”
Seconds later, Upmetrics generated a whole marketing strategy for me!
I could see an outline of my predominant sections in the appropriate sidebar:
- Executive Summary
- Company Overview
- Products and Services
- Market Evaluation
- Competitor Evaluation
- Marketing and Sales
- Operations Plan
- Milestones and Metrics
- Organization and Management
- Financial Plan
I actually loved how organized and user-friendly the interface was.
Every part was also really customizable. I could access and organize my marketing strategy on the appropriate, edit the content in the center, and add sections and other visuals from the panel on the left.
Step 6: Download or Share Your Business Plan
Once I used to be pleased with my marketing strategy, I could preview and download it by going to “Download” at the highest and choosing “Download Business Plan” at the underside right.
Alternatively, I could go to “Publish” at the highest to repeat and share a link with others.
Step 7: Generate a Pitch Deck
Back in my workspace, I desired to create a pitch deck. I chosen “Pitch Deck” from the list of options.
On the left, all of my pitch deck slides were nicely organized. By choosing the purple pen, I could generate content with AI for every section or manually fill within the content!
But before generating a pitch deck with Upmetrics, be sure your corporation plan is fully accomplished. The tool pulls information directly out of your plan, so the more detailed your plan is, the higher your initial pitch deck will probably be!
Once I used to be finished editing the pitch deck, I could download and share it by choosing “Download” and “Publish” at the highest.
Upmetrics made generating a marketing strategy and pitch deck easy with minimal setup! I appreciated the intuitive interface. I also loved the AI tools for generating content to hurry up my process!
Top 3 Upmetrics Alternatives
Listed below are one of the best Upmetrics alternatives that I’ve tried.
Plus AI
The primary Upmetrics alternative I’d recommend is Plus AI. I really like Plus AI since it saves me hours by transforming prompts into slides directly within the tools I already use, like Google Slides and PowerPoint!
Upmetrics and Plus AI each offer AI tools to streamline workflows, but they cater to different needs.
On the one hand, Upmetrics focuses on business planning with financial forecasting, comprehensive templates, and collaborative tools. This makes Upmetrics a wonderful selection for developing detailed business strategies.
Upmetrics also offers financial reporting and pitch deck creation for business planning. It also offers industry-specific templates and a secure, collaborative workspace.
In contrast, Plus AI excels in generating and editing presentations inside Google Slides and PowerPoint. It seamlessly integrates with these platforms for quick, polished slide decks in various slide design options.
Ultimately, Plus AI focuses on quick, visual presentations from prompts or text files. It’s a wonderful selection for proposals and training!
When you’re in search of a totally featured business planning tool, select Upmetrics. For quick AI slide creation, Plus AI is one of the best selection!
Read my Plus AI review or visit Plus AI!
Storydoc
The subsequent Upmetrics alternative I’d recommend is Storydoc. Its seamless, mobile-responsive design ensures content all the time looks polished on any device!
Like Upmetrics, Storydoc offers an intuitive, user-friendly interface with real-time collaboration features. It’s perfect for teams needing feedback on presentations or pitch decks.
Each platforms integrate AI-powered customization tools. Nonetheless, Storydoc stands out for creating interactive, visually appealing presentations designed to captivate audiences.
Meanwhile, Upmetrics is more geared towards business planning. It focuses on data-driven insights and financial forecasting and offers 400+ industry-specific templates for a more practical and strategic planning experience.
Here’s the important thing difference between Upmetrics and Storydoc: While Upmetrics excels in structuring full-fledged business plans, Storydoc focuses on transforming complex data into sleek, shareable presentations that keep audiences engaged.
When you’re in search of interactive presentations that leave an impact, select Storydoc. For more in-depth business planning with financial forecasting, select Upmetrics!
15minuteplan
The ultimate Upmetrics alternative I’d recommend is 15minuteplan. With it, you may easily create streamlined business plans with minimal input! It is easy to make use of and produces results quickly.
Like Upmetrics, 15minuteplan offers an AI-based generator. Nonetheless, it emphasizes speed, promising a whole plan in only quarter-hour!
In contrast, Upmetrics provides a more comprehensive toolkit with real-time collaboration, customizable templates, and in-depth forecasting for detailed planning. These features make Upmetrics higher for more complex, ongoing business strategies.
Where Upmetrics shines in flexibility, 15minuteplan prioritizes ease and rapid generation, making it a go-to for individuals with time-sensitive needs. Each platforms are user-friendly but serve different purposes: Upmetrics handles multi-faceted, collaborative planning projects, while 15minuteplan simplifies solo or urgent marketing strategy needs.
When you’re in search of in-depth collaboration and extensive customization, Upmetrics is one of the best selection. Nonetheless, for a fast and ready-to-go marketing strategy, 15minuteplan is the proper fit!
Upmetrics Review: The Right Tool For You?
After trying Upmetrics, I discovered that the platform has proven to be a strong tool for creating business plans. I really like its user-friendly interface and extensive customization options!
Upmetrics does a wonderful job managing complex projects and streamlining planning with AI tools. The financial forecasting tool particularly stood out, providing depth and accuracy without feeling overwhelming.
Despite the slight learning curve, Upmetrics’ intuitive design and responsive support make it a wonderful selection for any entrepreneur or business team able to develop a comprehensive business strategy!
When you’re interested by one of the best Upmetrics alternatives, here’s what I’d recommend:
- Plus AI is ideal for quickly generating slides in Google Slides or PowerPoint. It is best for creating training sessions, proposals, or quick presentations.
- Storydoc is best for teams wanting polished, interactive presentations that engage audiences on any device. It’s particularly useful for storytelling and client presentations.
- 15minuteplan is an awesome option for people on tight timelines. It offers fast, streamlined marketing strategy creation in only quarter-hour with minimal input!
Thanks for reading my Upmetrics review! I hope you found it helpful.
Upmetrics offers a reasonable Starter plan with 400+ marketing strategy samples, a 3-year financial forecast, a pitch deck creator, and more.
Why not try Upmetrics for yourself and see the way you prefer it?
