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Upmetrics Review

Upmetrics
Our score: 8.9 User satisfaction: 99%

What is Upmetrics?

Upmetrics is a business plan software solution that helps businesses grow faster by providing them tools for planning, strategizing, forecasting, and collaboration. It is ideal for businesses of any scale including freelancers, solopreneurs, start-ups, scale-ups, and large organizations. The tool is also recommendable to incubators and business plan consultants.

Upmetrics features four main modules – business plan builder, financial forecasting, pitch deck creator, and business models. The first one helps in simplifying and expediting the process of creating business plans through its guided builder. Financial forecasting helps with predicting cash flow, testing assumptions, and exploring profitability. Pitch deck helps structure ideas and create a professional-looking pitch deck and business models tool helps create a comprehensive one-page visual business plan.

The platform offers a library of sample business plans with over 200 templates and examples to get you started. Business plans can be easily shared with the stakeholders like investors, lenders, and banks as well in a pdf or doc format.

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Overview of Upmetrics Benefits

Guided Business Planning Builder

Upmetrics business plan builder provides all the tools needed to guide you through creating effective business plans such as checklists and progress trackers, cover pages, and hundreds of templates. It also features a drag-and-drop plans and topics interface to create plan outlines within a few minutes. Furthermore, You can invite your team members to collaborate on writing a business plan, allowing you to discuss inputs, share feedback, converse in real-time, and assign some portion of the tasks to them.

Accurate Financial Reports

The platform features an easy-to-use forecasting tool that lets you calculate yearly, quarterly, or monthly financial projections by entering a few details such as financial assumptions, sales, and cost. It will generate accurate key metrics and reports across all areas of your business, providing visual finance summaries of your capital, payroll, revenue, expense, etc.

Pitch Deck Creator

Upmetrics provides simple business pitch templates that include all the critical slides needed in creating an impactful and clear presentation to communicate and showcase the overview of your business. Your business pitches can be quickly shared online with any party of interest, like potential partners, customers, and other stakeholders. You can also export and download them as pdf or jpeg to share them offline.

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Overview of Upmetrics Features

  • Business Plan Templates
  • Collaboration
  • Dashboard
  • Financial Modeling
  • Financial Templates
  • Pitch Presentation
  • Social Sharing
  • Step-by-Step Wizard

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
An award given to products our B2B experts find especially valuable for companies

Upmetrics Position In Our Categories

Because companies have specific business-related requirements, it is sensible that they avoid choosing a one-size-fits-all, ”best” software system. However, it would be futile to discover such application even among widely used software products. The practical step to do would be to take note of the various main functions that necessitate consideration like major features, packages, technical skill ability of staff, organizational size, etc. After which, you should double down on your research thoroughly. Have a look at some Upmetrics review articles and scrutinize the other software products in your shortlist more closely. Such all-encompassing product investigation can make sure you drop mismatched software products and buy the system that provides all the tools your business requires.

Position of Upmetrics in our main categories:

TOP 50

Upmetrics is one of the top 50 Business Intelligence Software products

If you are considering Upmetrics it might also be beneficial to analyze other subcategories of Business Intelligence Software gathered in our database of B2B software reviews.

There are popular and widely used solutions in each software group. But are they automatically the best fit for your company’s unique needs? A popular software application may have thousands of customers, but does it offer what you need? For this reason, do not blindly spend on popular systems. Read at least a few Upmetrics Business Intelligence Software reviews and mull over the elements that you desire in the software such as the cost, main features, available integrations etc. Then, choose a few solutions that fit your needs. Try out the free trials of these products, read online reviews, get clarifications from the maker, and do your homework systematically. This exhaustive groundwork is certain to aid you choose the best software solution for your organization’s unique wants.

How Much Does Upmetrics Cost?

Upmetrics Pricing Plans:

Free Trial

Free Demo

$0

Solo

$12/month

Team

$19/month

Premium

$64/month

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What are Upmetrics pricing details?

Upmetrics Pricing Plans:

Free Trial

Free Demo

$0

Solo

$12/month

Team

$19/month

Premium

$64/month

Upmetrics offers different enterprise pricing schemes for different scales of businesses. It also features a free demo with limited access to the software.

Free Demo

  • Limited Access
  • Upmetrics Watermark

Solo – $12/month ($9/month when billed annually)

  • 1 Workspace
  • 200+ Sample Business Plans
  • Workspace Includes
  • Business Plan Builder
  • Financial Forecasting
  • Pitch Deck Creator
  • 5 Canvas / Workspace
  • 2 Members / Workspace

Team – $19/month ($14/month when billed annually)

  • 5 Workspaces
  • 200+ Sample Business Plans
  • Workspace Includes
  • Business Plan Builder
  • Financial Forecasting
  • Pitch Deck Creator
  • 8 Canvas / Workspace
  • 5 Members / Workspace

Premium – $64/month ($48/month when billed annually)

  • Unlimited Workspaces
  • 200+ Sample Business Plans
  • Workspace Includes
  • Business Plan Builder
  • Financial Forecasting
  • Pitch Deck Creator
  • Unlimited Canvas / Workspace
  • Unlimited Members / Workspace

User Satisfaction

Positive Social Media Mentions 66
Negative Social Media Mentions 1

We are aware that when you make a decision to get a Business Intelligence Software it’s important not only to find out how professionals rank it in their reviews, but also to check if the actual people and businesses that use it are actually happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Upmetrics reviews across a broad array of social media sites. The data is then featured in a simple to digest form indicating how many customers had positive and negative experience with Upmetrics. With that information at your disposal you should be prepared to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Upmetrics?

No information available.

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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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