New reports for pitches, planning, and presentations

One of the most time consuming things in preparing pitches and presenting financials is putting together a nice financial overview slide. We’ve enhanced our Reports section with a couple of new options to automatically generate some basic overview reports from your Opstarts plans. Here’s a quick overview of the reports now available:

  • Timeline – this report was inspired by this post from Costanoa Venture Capital, thanks to them and the entrepreneurs who came up with it! We thought it was a great way to present an overview of both the key operational and financial milestones for a company. (Note: goals for this report can be added in Plan Settings)Basic_SaaS_Plan_Timeline
  • Totals – this basic report simply displays your totals for the selected period.Screen Shot 2014-07-10 at 10.12.11 AM
  • Monthly/Quarterly/Yearly – these reports roll up key metrics and show how they are increasing or decreasing from period to period. Screen Shot 2014-07-10 at 10.12.54 AM

As always, let us know if you have any questions or suggestions regarding these reports!

Sign up for the Opstarts alpha program here

Leave a reply

[email protected] (415) 323-6342
156 2nd Street San Francisco, CA 94105