Upmetrics Erfahrungen

Upmetrics make our business plan very easy and trackable

Kommentare: it has been solving our business plan problem and financial tracking. its very easy to use and having lots of options which help us to make our business plan easily and they have given lots of templated which help us to make more meaning full additions to our business plan.

Vorteile:

Upmetrics has make our business plan very easy and trackable. we have been using upmetric for business plan tracking and managing. its easy to implement and financial forcasting is great. additions to AI tools is great plus point for us.

Nachteile:

it took us some time to learn platform but it been great once you learn it. adding tutorial on dashboard can help person to learn faster.

Ease of use and peace of mind!

Kommentare: The overall experience with Upmetrics is generally positive, especially for startups, small businesses, and consultants looking to streamline business planning. Many users find it intuitive and effective, with standout features that save time and improve plan quality.

Vorteile:

While Upmetrics is praised for affordability and comprehensive features, some users mention that the financial tools may require time to master and that it lacks a dedicated mobile app. However, its strengths in planning efficiency, collaboration, and AI-driven insights make it a valuable resource for many business planning needs

Nachteile:

Overall, while Upmetrics is powerful, these limitations may impact its ease of use and accessibility for some businesses, especially those needing mobile solutions or more in-depth customization options.

Used upmetric for business plan

Kommentare: I went through lot of business plans and models

Vorteile:

Easy to use, saved me a lot of effort and time

Nachteile:

The product is great and I didn't find any downside

Good but not great

Vorteile:

Financial planning aspect for my startup was helpful.

Nachteile:

Better integration with the deck creation feature was needed.

Intuitive AI Savior

Kommentare: 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!

Vorteile:

The simplicity and intuitiveness to help augment my workflow were exactly what I was looking for. As professional as I am, it is always nice to “enjoy” working, and Upmetrics does just that for me. Also, I had a couple of support issues which were addressed with lightening speed. This is a huge factor and they at Upmetrics have customer service nailed.

Nachteile:

Upmetrics is not perfect. There are some quirky things as with all software and systems. What I did not like was the menus always requiring me to re-hide them when switching sections. There are a few other minor areas of UX improvements that could happen, but I do not have a big fish to complain about.

Awesome tool

Kommentare: Extremely pleased with Upmetrics. Will definitely use again.

Vorteile:

Very easy to use. Great price. Saved me a lot of time.

Nachteile:

Wish I knew about Upmetrics sooner. Would be nice to be able to use on mobile.

My business plan

Kommentare: A good way to build a professional business plan that is easily shared in many formats.

Vorteile:

The software helped me build my business plan in a logical and process driven way.

Nachteile:

There were some limitations on the financial forecasting (no inflation, not tax calculations etc.) that meant I have to return to my financial reporting software.

Excellent financial features

Kommentare: Great software. I tried and used other business plan softwares and apps, but I was really impressed by Upmetrics.

Vorteile:

The financial forecast section has excellent features none others have, like reports showing profit and loss, earnings, and break even information. I found it all very easy to use, the graphics are impactful and easy to read, and the information is easy to change and adapt to your company's needs.

Nachteile:

I would like to be able to compare different financial scenarios, for example, to compare outcomes of getting different amounts of money from loans or investments

Entrepreneur

Kommentare: It has really help me in writing business plans much quicker than I usually would.

Vorteile:

It is very useful with its AI assistant to help you when you are writing your business plan. Upmetrics's course is also helpful when writing a certain chapter and need more knowledge on how to best go about writing that chapter.

Nachteile:

You only use one workspace and have to pay for an additional workspace.

Great tooling for entrepreneurs

Kommentare: Did one startup business plan, now in process to do a second one

Vorteile:

Very good generation of contents, seamless process

Nachteile:

Nothing specifically. I could perceive the management was very interested to improve incrementally the product

Upmetrics is a perfect solution for effective investor reporting

Kommentare: Upmetrics is an invaluable tool for financial reporting and investor communication management. Its comprehensive financial features, visual dashboard, and real-life examples help ensure that the projections you create are accurate and realistic. Upmetrics is a must-have tool for investor relations professionals.

Vorteile:

As an Investor relationship specialist, my job is to create investment reports, periodic updates for investors, and manage investor communication. Upmetrics helps me streamline our financial reporting process. Upmetrics’s financial forecasting, budgeting, and reporting features significantly improved the quality of periodic updates to investors.

Nachteile:

The initial setup and getting used to with the software took me some time, but things got easier then after.

Great Tool for building a cohesive Business Plan!

Kommentare: Excellent! Great support from [sensitive content hidden] ! Going through the various modules was easy and the help provided within the platform is well articulated and make the tasks easier.

Vorteile:

Great choice of products within their platform.

Nachteile:

Time delay as I am in North America and head office in London.

Easy to create, Bank approved business plan.

Kommentare: I required a business plan for the bank within a couple of days. I found Upmetrics and I didn’t know what to expect, but I’m so glad I found them as the business plan was so easy to create with the help of AI too. The bank approved the funding so it confirms how good it was.

Vorteile:

How easy it was to create a business plan.

Nachteile:

To be honest there wasn't anything that I didn't like or find easy.

I am now a Co-Owner! Upmetrics helped me land my partnership!

Kommentare: Amazing! I wouldn't have been able to complete my business plan in a short amount of time at this caliber. They made it 100x easier to complete, which lead me to landing my partnership.

Vorteile:

The service I received was absolutely instrumental in helping me write my business plan. With their guidance and support, I was able to craft a comprehensive and compelling business plan that ultimately led to me securing a partnership and having my terms accepted as a co-owner of the business. I am incredibly grateful for the assistance I received and highly recommend this service to anyone in need of expert business planning support.

Nachteile:

I wish the slide show feature was better for presenting my business plan. I used another service that satisfied that need. Either make it easier to generate slides quickly by using AI or remove it from your feature list. I wish the financial balance sheet was more simple allowing for recommendations and finding standard pricing in the markets. AI would be able to research this type of information easily. I decided not to forecast using their balance sheet financial feature, it wasn't too simple. I achieved it manually in my plan.

Nana Gives A Review of Upmetrics

Kommentare: I love it and will recoomend it anytime. That is what I use for my business planning on any day

Vorteile:

Swift and Sleek. It is very easy to use and comprehed in drafting business proposals

Nachteile:

I think they can better improve their software, more room for improvement

Easy and inspiring marketing plan tool

Vorteile:

Easy to use and useful templates. I love that they have so many options for many different businesses types. I was looking for a chiropractor business plan and I found a good one!

Nachteile:

All great, the monthly basic subscription has a fair price for what they offer.

Upmetrics is a GAMECHANGER

Vorteile:

I lucked up finding Upmertics. I am an educator that decided to open my own business. I have little to know background in Business Management and I don't have time to relearn the wheel. Upmetrics has made this process smooth. I am excited every time I work on my business plan.

Nachteile:

I don't have any least like. I know that they can't do everything for me, so it's important I do my part as well.

Happy customer

Vorteile:

Everything very straightforward and easy to use

Nachteile:

Could use a little more modern website style

Fully rely on Upmetrics for my business plan

Kommentare: It is very easy to use and so much assistance available. Their AI-assistant, templates, and software wizards guide you through out the process. It creates all the financial reports, charts, graphs, etc. overall you will get a professional-looking business plan in hand.

Vorteile:

It impresses me with their financial planning tool. People who have even a little bit of accounting knowledge can also prepare their projections smoothly. Their AI assistant even helped me with identifying revenue, costs, and associated personnel for my business.

Nachteile:

Nothing is found till now to dislike it. It’s a perfect platform for me to use.

It has saved my days preparing a business plan

Kommentare: It has saved lots of time. I just picked from the set of templates, started editing it, Asked AI to write and rephrase some of the sentences, and done. It helps a lot to make a comprehensive business plan and keep the projects on track.

Vorteile:

I want to expand my trucking business and a concise business plan can help me in this way to attract more investors to my new projects. Upmetrics works for me on this journey like a pro. Their AI Assistant helped me to write all the necessary sections of my business plan. The process is amazingly straightforward for me. Also, the customization options have added great value to this journey.

Nachteile:

I like everything about this platform. Expecting few more options for cover designs.

Amazing for business majors

Kommentare: Great! I've used it for two different classes in college and can see myself using it for actual business projections.

Vorteile:

It helped me visualize my future business.

Nachteile:

There is a lot to offer, so it took me a bit to understand it all!

Love this tool!! Not sure how we survived without Upmetrics

Kommentare: Positive. Once we designed out a business plan template for our clients. After showing Upmetrics off to my peers and signing them up, it's safe to say that you've saved our class hundreds of hours.

Vorteile:

Qpeople have been working with many business strategy development planning tools. For incubators and business plan consultants, Upmetrics provides a feature for designing your own customized business plan template for your clients. Upmetrics is the most comprehensive, complete, flexible, and easy-to-use tool ever used. We can strongly recommend it for incubators, business plan consultants, start-ups and scale-ups.

Nachteile:

Nothing I really disliked about it, to be honest. I am expecting to have an investor module

Small not-for-profit International alliance needs planning software

Kommentare: This software will provide our membership a means of early stage business planning and forecasting.

Vorteile:

Ease of use and management accessibility.

Nachteile:

Would prefer more customization options.

The most impactful...

Kommentare: I've been using the Upmetrics app and am so glad I found it. It is a great tool for organizing your projects and turning them into professional, detailed proposals. It has been worth every penny!

Vorteile:

The most impactful feature is the layers of an organization to create a pathway forward. It helps you to get unstuck and find room to move ahead.

Nachteile:

That I did not find this product sooner!

Very easy application

Vorteile:

Easy of use of the Financial parts Easy of deployment and share with collaborators

Nachteile:

Not available in French yeat The business plan feature is not easy to use at the beginning