The easiest business plan template you’ll ever use
- 1M+ entrepreneurs have trusted Upmetrics templates for their plan.
15-Day Money Back
4.9
Get more than just a plan template; guided steps, real examples, and AI help
400+ sample plans for every industry
Choose from our library of sample plans with fill-in-the-blanks sections and guided instructions. Each template includes AI support to help you find ideas, improve tone, and shape your plan effortlessly.
- Fill-in-the-blanks instructions
- Practical help tips & guidance
“I love how they are explaining every single step. You’ll get guided from the beginning to the end. Had some questions, and their support service replied and helped in less than 24 hours. Kinda cool!”
Ingo Hillenbrand
Founder & CEO
AI-powered insights and writing help
You don’t need to write everything manually. Our built-in AI assists you while you plan. It helps you find the right words, polish your ideas, and handle financial or research details when needed.
- Each template is a customizable canvas.
- Make clear, engaging, & impactful plans.
Cindy Kennedy
CEO at Metabolic Terrain Omics
Professional, visual-appealing layout
Every plan looks polished and investor-ready from the start. Use built-in visual blocks—like SWOT, charts, and market analysis—to organize your ideas clearly and present them in a clean, professional way.
- Each template is a customizable canvas.
- Make clear, engaging, & impactful plans.
Built-in financials, no spreadsheets needed
You don’t have to enter every formula manually. Our platform comes with built-in financial models, auto-calculated forecasts, and AI assistance to make your numbers accurate and easy to understand.
- Get AI help writing and refine sections
- Simplify research & forecasting tasks
World-class support; Ask for help anytime
Never get stuck while planning again! Upmetrics provides instant support to those who need assistance planning. Our dedicated support team is just a message away—ready to guide you through any challenges you encounter.
- Email & G-Meet support
- Self-support knowledge base.
Create a plan and build your dream business
Upmetrics compared to traditional plan templates
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| Fill-in-the-blanks structure |  |
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| 400+ business plan examples | |
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| Built-in writing tips & guidance | |
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| AI help writing & forecasting | |
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| Built-in financial formulas | |
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| Editable visual layouts & charts | |
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| Automated visual dashboard | |
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| Real industry examples | |
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| Export to PDF & Word | |
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| Ongoing support & updates | |
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Loved by forward-thinking entrepreneurs and business owners
I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.
Athena R.
Mobile Notary and Paralegal Services
Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.
Jason Lorje
Founder & CEO at Agmondo
Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.
Cindy Kennedy
CEO at Metabolic Terrain Omics
Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.
Deepak Dhanak
Founder at DocuX
Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so!
Aaron Schifman
Technical Product Marketing Manager at AppDynamics
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.
Vaibhav Kamble
Founder at CloudOptimo
I had a wonderful experience, I was able to cut down the time it takes me to write a business plan because the layout was already done and the AI feature was also really helpful.
Athena R.
Mobile Notary and Paralegal Services
Having complete control over our business plan has been instrumental in being able to raise funds from investors. Upmetrics is an invaluable product that keeps getting better.
Jason Lorje
Founder & CEO at Agmondo
Hands down, the best business planning software I have ever used. It is extremely easy to use, it's intuitive, incorporates AI, guides you through it step by step and it's extremely easy for others to collaborate.
Cindy Kennedy
CEO at Metabolic Terrain Omics
Drafting impactful and clear business plans is not easy. Navigating complex spreadsheets, creating financial projections, and generating and publishing financial reports take up a lot of a founder's time.
Deepak Dhanak
Founder at DocuX
Great. I quickly onboarded and enjoyed the experience. I was provided a platform that took my business plan 10x better than what I could have done on my own, or even more so!
Aaron Schifman
Technical Product Marketing Manager at AppDynamics
I loved the financial modeling capabilities of Upmetrics as they are exceptional and easy to use & understand. It simplifies the often complex process of creating financial projections and forecasts. Along with it, AI assistance worked wonders for me.
Vaibhav Kamble
Founder at CloudOptimo
A Better Planning Starts Here
Premium
For individuals and businesses needing advanced planning tools and AI features.
Billed annually (Save up to 25%)
- Includes:
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1 Workspace
Centralize your planning with a dedicated workspace for all your strategic needs.
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AI Plan Writing & Assistance
Empower your business plan creation with AI—craft a comprehensive plan, refine sections, adjust length, set language tone, or translate content effortlessly.
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AI Industry Research Reports AI-assisted industry research reports based on publicly available sources, with expert review for clarity and structure.
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Up to 7-Year Financial Forecast Extend your financial outlook with an in-depth seven-year forecasting capability with AI sales forecasting suggestions.
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AI pitch deck builder Generate a professional, investor-ready pitch deck with AI, aligned with your business plan and financial forecasts for a compelling presentation.
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Strategic Planning Tools Utilize advanced tools to formulate and align your long-term business strategy.
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Up to 5 Team Members Collaborate efficiently by bringing up to five team members into your planning workspace.
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Multi-Versioning Track changes with multi-versioning
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Exports to PDF/DOC/PPT Easily export your documents to PDF, PPT or WORD for versatile sharing options.
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Exports to Excel Export detailed financial data and reports directly to Excel for further analysis.
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Connect to QuickBooks Online & XERO Seamlessly integrate Upmetrics with QuickBooks Online and XERO to import actual financial data for precise forecasting and analysis.
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Multilingual Support Upmetrics supports English, French, German, Spanish, Italian, and Portuguese.
Professional
For organizations, consultants, and teams managing multiple clients and plans.
Billed annually (Save up to 25%)
- Includes everything in Premium, plus:
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3 Workspaces Includes three dedicated workspaces, allowing users to organize and manage multiple business projects.
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Up to 10-Year Financial Forecast Extend your financial outlook with an in-depth 10-year forecasting capability with AI sales forecasting suggestions.
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Custom Templates Enables users to create and save custom business plan templates that can be reused across multiple client projects.
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Manage Clients Provides robust tools for client management, including the ability to invite clients to collaborate, assign specific permissions, and set up dedicated workspaces for each client.
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Transfer Workspaces Enables the easy transfer of workspace ownership, allowing users to hand off complete control of a workspace to another team member or client.
Our 100% No-Risk 15-Day Money-Back Guarantee! 👍
If Upmetrics doesn’t simplify your business planning experience within the next 15 days, we’ll give you a full refund—no questions asked. Your satisfaction is our priority!
Here's How Our Business Plan Sample Looks Like
- Realistic financial forecasts
- Converted ideas into actionable strategies
- 360° business plan comprises of all key factors
Frequently Asked Questions
Should I sign up for the monthly plan or the annual plan?
To enjoy Upmetrics at its best value, sign up for the annual plan and get up to a 25% OFF discount. If you are new to business planning or simply want to try out Upmetrics, we recommend starting with the yearly plan to save more.
What is Money Back Guarantee?
We strive to make Upmetrics the most helpful business plan tool for you. But if you are not happy with the service, you can contact us within 15 days of purchase at [email protected] to receive a full refund. Terms & Conditions Apply
Will Upmetrics work for my industry?
Yes, we have designed Upmetrics to be as diverse as your needs. Upmetrics works for all industries: retail, real estate, SaaS, agriculture, hotel, finance, fashion, food, and more. Select and customize from 400+ sample business plan templates.
Can I change or cancel my plan after signing up?
Yes, you can upgrade, downgrade, or cancel your subscription at any time. Upmetrics does not ask you to sign any annoying long-term agreements. If you choose to cancel, your subscription will stop at the end of the current billing cycle.
What happens if I want to downgrade my plan?
If you choose to downgrade your plan, you will need to remove the number of workspaces you currently have to that which is allowed by your desired plan. Your amount due for the next billing cycle will be adjusted accordingly.
What forms of payment do you accept?
We accept all major credit cards such as Visa, MasterCard, American Express, and Discover credit cards. Please contact us if you would like to pay via Paypal.
What languages does Upmetrics support?
Upmetrics is available in English, French, German, Spanish, Italian, and Portuguese, so you can present your business plan professionally in your preferred language. You can also customize your financial data with any currency symbol you need.
How do Upmetrics business planning tool differs from others?
Unlike generic AI plan generators, Upmetrics lets you quickly generate a draft using AI and further refine it using AI assistance and customization options. From in-depth financial forecasting to collaborative editing and industry-specific templates, Upmetrics has everything to help you build detailed business plans faster.
My question isn’t mentioned here.
If you have any unanswered questions, feel free to contact us. Someone from our team will connect with you shortly.