Integrate your accounting actuals for financial results, workforce detail for headcount planning, product bookings for revenue and any other key metrics for your business.
Your actual system of records will become the backbone of your Jirav model. To begin linking your actuals to Jirav, navigate to ⚙️-> Actuals.
There are four main sections of Actuals:
*Bookings module required
Did you know?
Once you complete an import for any of the sections a green checkmark will appear as well as a date indicating the last successful import.
This section allows you to directly connect to your accounting system. Please see the following help articles for detailed steps on connecting to your respective accounting system.
Did you know?
- Actuals will automatically import each night for the last 60 days of accounting data.
- You can manually import actuals for any time period at any time by selecting IMPORT from ⚙️-> Actuals
- If you would prefer not have actuals automatically import, you can disable the setting from ⚙️->Company->Accounting > Accounting Import > Manual.
This section allows you to import your current employee roster so we can plan for your future staffing expenses. This data can be imported automatically via gusto. If you use anything else, including ADP, Trinet, etc, then the employee roster can be imported via Excel.
Your workforce information imports with Name, Title, Department, Hire Date, Annual Compensation, and Termination Date (if any). Jirav will then use the data imported to forecast the base compensation.
To ensure the workforce plan imports & calculates as expected, be sure to complete these three steps:
- Import your current employee roster via gusto or Excel
- Map Workforce Departments to your Jirav Departments
- Configure the System Salary account
Helpful Hint: For historical headcount variance analysis be sure to include the terminations so you have an accurate headcount history.
*Applies to Sales planned using the optional Bookings Module
Jirav has an advanced engine that will calculate your monthly recurring revenue bookings into the forecast model using the historical sales detail. In order to do this Jirav needs to know what products your company sells, how much the product sells for, and the billing detail.
To configure sales actuals using the bookings module, follow these steps being sure to start with Step 1:
Once you have completed these steps you can go to Reports->Sales and review the detail.
Other Actuals data comprises of any additional Actuals data you'd like to bring in to Jirav for planning & reporting. For example, you could import actual monthly website visitors or number of units sold by product, then use Jirav Drivers to forecast these metrics for future periods. Actuals can be imported for Other data using a GoogleSheet or Excel.
To get started importing Other data, follow these steps: