Get started in 5 steps
1. Create a Plan Using a Business Template
When you start a new plan, choose a Business Plan Template that fits your industry.


You can explore these sections from the navigation panel on the left. They’re designed to cover the key areas of your business and come pre-populated with common components like products, costs, and funding sources.
2. Customise the Template to Fit Your Business
The template is just a starting point — you can tailor it entirely to your business.
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Add new components (like Income, Cost, or Employee components)
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Rename, reorder, copy, or delete anything you don’t need
Click the ‘Add Components’ button to bring up a library of building blocks you can drop into your plan.
This flexibility allows you to represent the unique structure and detail of your business.

3. Enter Your Forecasts
Click on any component in your plan to begin entering forecasts for that activity.

Most components allow you to input a single value that repeats monthly by default — perfect for steady, recurring items. Want to input different values each month? Just click the ‘Table’ button to open a monthly breakdown.

4. Adjust When Activities Start
By default, every component starts from the beginning of the plan.
To change when an activity kicks in (e.g., a new hire or product launch), open the Timeline inside the component. This lets you schedule when that item becomes active — whether that’s in month 1 or year 3.

5. Restructure the Plan Around Your Business Model
Need to organise your plan by department, location, or business unit?
Brixx lets you customise the structure of your plan by using Groups and Sections. You can rearrange your plan to reflect how your business works — whether that’s by region, product line, or company entity.