> For the complete documentation index, see [llms.txt](https://docs-vnext.kiflo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs-vnext.kiflo.com/manage-partners/business-plans/create-business-plan.md). # How to create a Business Plan? Business plans are a great way to ensure that you and your partners are on the same page. Business plans enable you to create clear goals with partners as it allows them to remain focused and achieve better results. ## Creating a Business Plan The steps below will help you create business plans. * Go to the **Business Plans** page from the main menu * Click **Add a new business plan** * Give a name to your business plan * Select the partner that will enter into this business plan * Define the start and end date * Click **Add** ## Define Business Plan objectives You have to define objectives when creating business plans. Kiflo has three types of objectives: * Sales objectives * Marketing objectives * Training objectives Under each type of objective, you can define measurable objectives. ### Add a sales objective * To create your sales objectives, click **Add a sales objective** * Give a **Name** * Add a **Description** * Select your **objective type** * Set your **target value** for this objective * Click **Add** Some of the sales objectives include: number of leads submitted, number of deals generated, number of deals won, revenue generated, and number of new customers. For example, your partner objective could be to generate a certain amount of revenue during the business plan period. Kiflo will automatically track this amount for you. ### Add a marketing or training objective * Click **Add a marketing** or **training objective** * **Name** the objective * Add a **Description** * Select your **objective type.** As of now, there is only one objective for this section, which is “Other”. * Set your **target value** for this objective * Click **Add** Unlike the sales objectives, the marketing and training objectives are not tracked automatically. You or the partner will have to [declare an activity](/manage-partners/business-plans/manage-activities-in-business-plan.md). For example, your partner can host two webinars or have their sales representatives trained on your product. ## How to validate a Business Plan Once you are done creating the business plan, defining objectives, and your partner has agreed about it, click **Validate**. You will see the status will change to “Active”. Once the business plan is active, you cannot make any further changes. Once a business plan has been validated, it cannot be edited. {% hint style="warning" %} Only one Business Plan should be active at a time. Business plan period overlapping is not allowed. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs-vnext.kiflo.com/manage-partners/business-plans/create-business-plan.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.