We have recently added the ability to add your actual data inside any Brixx plan you've made. As you grow your business you can track your progress at a detailed level against your initial Brixx projections.
This is done through the primary financial statements - Cash flow, Profit & Loss and Balance Sheet for powerful variance reports.
What is actuals vs forecast for?
This feature helps the strategic decision making process. It's designed to highlight what is and isn't going to plan so that you can make course corrections before it's too late. It also helps you present your progress to your team mates or investors since all comparison reports can be shared and viewed in app.
See your performance
Your real data is lined up and compared against every component you made in your forecast. As each month of data comes in, you can drill into your reports down to the greatest level of detail in order to see what is having the largest impact. You'll see trends over time and which activities are performing better or worse than expected. This information is critical for making big decisions about the direction of your business.
Brixx is the lens through which you can focus on your growth, targets and overall business goals.
How do I use it?
You enter your data on the new actuals tab which you can find inside your plan in the top menu. The variance reports are in the normal reporting area.
The Actuals tab will be accessible for people on Business or Pro subscriptions. If you are on a free account or a Startup subscription you can upgrade your account at any point to start using it.