Upmetrics AI Assistant: Simplifying Business Planning through AI-Powered Insights. Learn How

Free Business and Planning Resources

E-books, checklists, guides, templates, and more to help you grow
Sales Forecast Templates

Sales Forecast Templates

Use this template to organize your sales data and manage your resources more optimally.

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Company Profile Templates

Company Profile Templates

Get this company profile template to use as a resource to easily create your own company profile.

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Checklist: Test Your Business Idea

Checklist: Test Your Business Idea

Use this checklist to figure out which ideas are worth investing your time, money, and efforts in.

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Cashflow Calculator

Cashflow Calculator

Use this simple cash flow calculator to know where you are spending your money, how much cash is available for those vital day-to-day obligations.

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Business Proposal Template

Business Proposal Template

Use this template to compose a detailed Business Proposal Template faster and easier for winning a prospective client.

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The Market Analysis Kit

The Market Analysis Kit

Market Analysis guide and Planning templates, Use these templates to conduct your market research & analysis.

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A SMART Goal Template

A SMART Goal Template

Use this template to clarify what goals you want to achieve, the measures taken for the same, and what purpose will be fulfilled if you achieve those goals.

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Mission and Vision Statement Templates

Mission and Vision Statement Templates

Download these templates to get useful tips to write clear vision and mission statements for your business

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The Business Model Canvas Template

The Business Model Canvas Template

Use this template to align your business priorities and ideas on one page, this is also called a one-page business model.

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The Lean Canvas Template

The Lean Canvas Template

Use this canvas to quickly define a business plan, pitch your idea to lenders and investors and brainstorm ideas with your team and collaborators.

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Business Plan Template

Business Plan Template

Download a business plan template that anyone can use to write their Business plan quickly. You just have to fill in the blanks

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Confidentiality Statement Templates

Confidentiality Statement Templates

Download and use this templates to write confidentiality agreements for your business plan readers

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Starting A Business WorkBook

Starting A Business WorkBook

Download and use this workbook to learn how to start a profitable business, A complete guide on starting a new business

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Business Startup Checklist

Business Startup Checklist

Download and use this checklist to follow the basic steps that requires to start a new business

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Executive Summary Template

Executive Summary Template

Download and use this executive summary template to write a summary of your business plan, project or memo

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Problem Statement Templates

Problem Statement Templates

Download 3 free problem statement templates that anyone can use to write their Business Problem Statements quickly. You just have to fill in the blanks

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Ultimate Guide On Writing A Business Plan

Ultimate Guide On Writing A Business Plan

Download the e-book that includes a complete business planning guide by experts from Upmetrics

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