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.

If your exact industry isn’t listed, don’t worry — the Standard Business Template is a great all-round option.
 
Each template gives you a fully structured plan with pre-built sections for Sales, Operational Costs, Employees, Marketing, Assets, and Funding.
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.

  • Add new components (like Income, Cost, or Employee components)

  • 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.

 
 
Each component has tailored data entry options depending on what it represents.
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.

 

With these five steps, your business plan is off to a strong start. Whether you’re pitching to investors, managing growth, or exploring new ideas, Brixx gives you the tools to build detailed, dynamic forecasts with ease.