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)
- Totals – this basic report simply displays your totals for the selected period.
- Monthly/Quarterly/Yearly – these reports roll up key metrics and show how they are increasing or decreasing from period to period.
As always, let us know if you have any questions or suggestions regarding these reports!
Sign up for the Opstarts alpha program here