How to organise my business plan

Organising your business plan in Brixx isn’t just about tidiness—it’s about giving structure to your forecasts so you can better understand, analyse, and manage your business.

In Brixx, you can organise your plan using Sections and Groups. This allows you to break down your financial activities in a way that reflects how your business actually operates—by region, department, product line, business unit, or any category that makes sense to you.

What Are Sections and Groups?

  • Sections are top-level categories in your plan (e.g. “UK Region”, “Retail Division”, or “Product A”).

  • Groups live within sections and help you cluster related components together (e.g. all income, cost, or employee components for a particular team or offering).

This structure creates a clean hierarchy and allows you to zoom in and out of different areas of your business.

Why Structure Your Plan?

Organising your plan has powerful benefits:

  • Better visibility: Focus on key parts of your business without getting lost in the details.

  • Scenario modelling: Quickly test new ideas by duplicating or turning on/off entire sections or groups.

  • Easier reporting: Totals are automatically calculated for each group and section in your reports and dashboard.

  • Time-saving calculations: Inventory and cost of sales can be automatically calculated across entire groups.

  • Simplified timeline control: Move entire sections or groups forward or backward on the timeline in one go.

How to Organise Your Plan

  1. Create new Sections and Groups

    • Use the ‘+ Section’ or ‘+ Group’ buttons in the plan interface to build your structure.

  2. Drag and drop components

    • Simply drag components into the relevant group or section to move them.

    • You can also reorder groups or sections to reflect your business priorities.

  3. Rename to match your business

    • Give sections and groups meaningful names (e.g. “Online Sales”, “Warehouse Team”, or “East Coast Operations”).

  4. Review your plan structure

    • As your business grows or changes, revisit your structure to keep it relevant and useful.

Pro Tip: Use Groups Strategically

For example:

  • Want to compare different product lines? Create a group for each and track their performance side by side.

  • Managing multiple locations? Use sections for each region and see how they stack up in reports.

 

Where Grouping Impacts Your Plan

  • Reports: View totals by group and section for income, expenses, profit, and cash flow.

  • Dashboard: Filter your dashboard view by specific groups or sections to zoom in on performance.

  • Timeline: Move an entire group’s start date with one drag to align your plan with launch milestones.

  • Scenarios: Toggle whole groups or sections on/off to test new strategies without losing your existing data.

Summary

Organising your business plan using Brixx Sections and Groups allows you to:

  • Stay in control of complex plans

  • Quickly assess specific areas of your business

  • Save time with grouped calculations and movements

  • Run ‘what-if’ tests with confidence

Whether you're a startup, a growing team, or managing multiple ventures—structuring your plan in Brixx sets you up for smarter decision-making.