open-bpby incwo
Create my plan

Prepare and track
your clients’ business plans

Create your clients’ forecasts, add sources for assumptions and find incomplete projects in the Cabinet portfolio view. Invite collaborators as allowed by your subscription.

Create a client project
View the Cabinet plan

The project overview is included in the Cabinet plan. Collaboration permissions depend on the subscription.

Client projects

Fictional project examples

Bike workshop

Values to enter

Consulting firm

Sources to document

Retail

Scenarios to compare

Items to review

Missing data, example amounts and assumptions without sources: identify the items to review with your client.

The Cabinet view uses the latest saved version of each project.

Prepare and review client plans

Check revenue, expenses and financing. Add sources for the amounts and identify the information to request from the client.

Structure the client project

Choose a business template and enter the project’s revenue, costs and financing.

Document the assumptions

Add sources for amounts, explain estimates and identify the values to check with your client.

Track projects needing attention

Use the Cabinet view to find active projects, missing data and examples to replace.

Create a client projectSee calculation conventions

Create a client project

Create a forecast and document the initial assumptions with your client.

Create a client project