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Upmetrics Review

Upmetrics OUR SCORE 82%
starting price $12
our score 82%
free trial
  1. What is Upmetrics
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Upmetrics?

Upmetrics is an online business plan software that allows you to create and share business plans, pitches, and reports. It provides business plan and pitch deck templates that you can customize to better reflect your branding. It also enables you to control visual layouts as well as create cover pages. Upmetrics improves your productivity through the plan outline, which allows you to drag and drop sections as well as track progress. You can collaborate with your team through comments and feedback. You can also get a shareable link or export your presentations and documents. Upmetrics provides a step-by-step guide to help you maximize the platform tools. It also gives you full control over data access to ensure security. Upmetrics is cloud-based, which enables you to access it through any device.

Product Quality Score

Ease of use
Customer support
Value for money

Upmetrics features

Main features of Upmetrics are:

  • Business Plan Builder
  • Collaboration
  • Cover Pages
  • Sharing
  • Forecast Calculators
  • Financial Reports
  • Finance Summaries
  • Excel Export
  • Pitch Deck Creator
  • Templates

Upmetrics Benefits


The main benefits of Upmetrics are creating business plans and pitch decks, providing data visualization tools, and enabling team collaboration.

Create business plans and pitch decks

Upmetrics provides a business plan and pitch deck creator to help you create professional presentations. It allows you to create outlines and checklists to track your progress. It also provides versioning so that you can see separate versions of your chapters and sections. Upmetrics offers customizable templates and enables you to create cover pages. It also allows you to share online or export your plans and pitches as PDF, Word, or JPEG.
Provides data visualization tools

Upmetrics helps you visualize your data for your financial reports and summaries. It provides a forecast calculator to determine the likely trends for your revenue, salary, and expenses, among others. It also allows you to visualize yearly, monthly, or quarterly data as well as generate summary metrics. Upmetrics supports different financial reports, such as cashflow, balance sheet, and accounts payable and receivables. You can export these reports as an Excel file or add them to your business plan.

Enables team collaboration

Upmetrics allows you to communicate and collaborate with your team during the creation process. You can invite team members to leave comments and feedback. You can also assign tasks to improve your productivity and efficiency.

Awards Section

Rising Star 2020 Award
In our Upmetrics reviews the software has been distinguished with our:
- Rising Star Award

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Support Types

  • Phone
  • Online

Upmetrics Integrations

The following Upmetrics integrations are currently offered by the vendor:

No information available.


Customer Support


Pricing Plans

Upmetrics pricing is available in the following plans:

Free trial
Free Demo