Making complex plans simple with Opstarts

One big reason businesses don’t build more accurate forecasts and projections is that it’s too hard to keep track of interactions between different items in spreadsheets. At Opstarts, our goal is to help you understand your business better and make smarter decisions. One way we’re doing that is by making it easier to create links and understand how they all interact in your business plan.

What are links?

Links in Opstarts are simply relationships between items in a plan such as:

  • An employee generating travel expenses
  • A salesperson generating sales/leads
  • A marketing expense generating product leads/sales
  • A product sale having a cost of goods or shipping cost expense
  • A product sale generating add-on sales of another product
  • Upgrades/downgrades from one version of a product to another

We’ve redesigned links in Opstarts to make them even easier to work with now. To create a link from an item, just pick the type of link to create, select the item to link to, and enter in any required parameters like upgrade percentage:

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Understanding relationships in your plan

Once you’ve created links, we’ve made it easy for you to review them and understand how they interact with each other.

Just open any item to see a list of all the links to and from that item.

Screen Shot 2015-03-15 at 12.42.43 PMWe’ve also released a beta Plan Analysis feature to help you understand links and other changes across your entire plan. Notes and Activity Log give you information about specific items/changes in your plan, while Links show a graphical representation of the relationships in your plan. Here’s an example of a plan with Free users obtained via a Marketing expense, and Basic/Pro users obtained via both Google Ads and upgrades.

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This visual map of all the links in your plan makes it easy to understand what’s going on in even the most complex of plans.

There’s a lot more coming in these areas, so stay tuned here and follow us on Twitter for the latest Opstarts updates!



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