Upmetrics (upmetrics.co) platform help — an AI business-planning suite for founders, consultants, and advisors: an AI Assistant that drafts plan sections, a large sample-plan library, deep multi-year financial forecasting (P&L, cash-flow, break-even, scenarios), plan-vs-actuals tracking, QuickBooks/Xero sync, a pitch-deck generator, strategic canvases (Lean Canvas, SWOT), collaborative workspaces, and a Professional/white-label tier for consultants managing client plans. Use when generating or editing a business plan or financial forecast in Upmetrics, making a plan lender- or investor-ready, fixing a plan that reads generic for a niche, tracking a forecast against actuals or connecting QuickBooks/Xero, recovering from a surprise renewal charge or lost work, or asking whether it has an API to export or automate plans. Do NOT use for the validate-before-building method or comparing business-plan tools to pick one (use /sales-idea-validation), or building the smoke-test landing page (use /sales-funnel).
Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI
Supported by the Atlas install prompt. Skill-specific requirements vary.
Skill stats
Skills1CategorySalesStars0
About this skill
Upmetrics (upmetrics.co) platform help — an AI business-planning suite for founders, consultants, and advisors: an AI Assistant that drafts plan sections, a large sample-plan library, deep multi-year financial forecasting (P&L, cash-flow, break-even, scenarios), plan-vs-actuals tracking, QuickBooks/Xero sync, a pitch-deck generator, strategic canvases (Lean Canvas, SWOT), collaborative workspaces, and a Professional/white-label tier for consultants managing client plans. Use when generating or editing a business plan or financial forecast in Upmetrics, making a plan lender- or investor-ready, fixing a plan that reads generic for a niche, tracking a forecast against actuals or connecting QuickBooks/Xero, recovering from a surprise renewal charge or lost work, or asking whether it has an API to export or automate plans. Do NOT use for the validate-before-building method or comparing business-plan tools to pick one (use /sales-idea-validation), or building the smoke-test landing page (use /sales-funnel).
Quick start
Copy the install prompt. Use the green button above this README.
Send it to your agent. Paste it into your coding agent’s chat and send.
Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Upmetrics (upmetrics.co) platform help — an AI business-planning suite for founders, consultants, and advisors: an AI Assistant that drafts plan sections, a large sample-plan library, deep multi-year financial forecasting (P&L, cash-flow, break-even, scenarios), plan-vs-actuals tracking, QuickBooks/Xero sync, a pitch-deck generator, strategic canvases (Lean Canvas, SWOT), collaborative workspaces, and a Professional/white-label tier for consultants managing client plans. Use when generating or editing a business plan or financial forecast in Upmetrics, making a plan lender- or investor-ready, fixing a plan that reads generic for a niche, tracking a forecast against actuals or connecting QuickBooks/Xero, recovering from a surprise renewal charge or lost work, or asking whether it has an API to export or automate plans. Do NOT use for the validate-before-building method or comparing business-plan tools to pick one (use /sales-idea-validation), or building the smoke-test landing page (use /sales-funnel).
About this listing
Category
Sales
Reported license
Not specified
Listing language (estimated)
English
Review status
Not individually reviewed
Agent compatibility
Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLI