After signing up the new account at Upmetrics, you will be redirected to workspaces page.
On workspaces page, if you do not have created any workspace yet, system will ask to Create New Workspace
OR you can click on "+" button which is on the left side to Create New Workspace.
Enter the Workspace Name, and click on "CREATE" button.
After Creating new workspace, you will be redirected to "Workspace Setup" page, where you can add
- workspace profile pic,
- workspace name,
- country-currency details.
After entering this details, Click on "NEXT" button.
In this step, you can invite members to your workspace to collaborate.
Enter the email address in "Search or Invite Members.." input to invite new member.
*You can invite member later as well.
After done with the invite new member, click on Finish button and system will redirect you to Workspace apps page.
From this page, you can create
- Business planning
- Financial Planning
- Canvas Modeling
- Workspace Settings
After successfully creating your workspace, you can start your business planning.
Click here to learn about how to get started with business planning.