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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

Since businesses have distinctive business needs, it is only practical that they avoid adopting a one-size-fits-all, ”best” software system. Having said that, it is almost impossible to try to pinpoint such a software product even among sought-after software systems. The reasonable thing to undertake is to set down the various major aspects that require consideration like critical features, packages, technical skill competence of the employees, organizational size, etc. The second step is, you must perform your product research through and through. Have a look at some of these Upmetrics reviews and check out each of the software products in your list more closely. Such comprehensive product research guarantees you keep away from unfit apps and choose the one which provides all the features your company 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 could also be beneficial to analyze other subcategories of Business Intelligence Software collected in our base of SaaS software reviews.

Every enterprise has different needs and requires a system that can be customized for their size, type of staff members and clients, and the particular industry they are in. For these reasons, no platform can offer perfect features off-the-shelf. When you look for a software app, first be sure what you want it for. Read some Upmetrics Business Intelligence Software reviews and ask yourself do you desire basic features or do you need sophisticated tools? Are there any industry-specific features that you are looking for? Find the answers to these queries to aid your search. There are multiple elements that you need to mull over and these include your budget, particular business needs, your organization size, integration needs etc. Take your time, use a few free trials, and finally choose the platform that offers all that you want to boost your firm effectiveness and productivity.

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 decide to get a Business Intelligence Software it’s important not only to learn how professionals rank it in their reviews, but also to find out if the actual clients and businesses that bought these solutions are actually happy with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Upmetrics reviews across a wide array of social media sites. The information is then featured in an easy to digest format showing how many people had positive and negative experience with Upmetrics. With that information at hand you will be ready to make an informed purchasing decision that you won’t regret.

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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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