Step 15: Create a Detailed Revenue Model with a Custom Table (Optional)

Learn to leverage Jirav Custom Tables to build a bottoms up detailed revenue forecast

Revenue planning often requires the use of statistical data outside of the general ledger chart of accounts. Jirav Custom Tables allow you to create these necessary metrics and build up a meaningful bottoms up revenue forecast.

To define your Custom Table for Revenue, go to Setup ⚙️> Custom Tables > Manage Tables > + Add Custom Table.

Specific instructions for how you might configure the Custom Table to fit your business requirements can be found by following the links below. 

• Template 1: Subscription Revenue

  Driven by # of Customers, Average Deal Size (ARR), and Churn %.

• Template 2: Quota Based Bookings 

  Driven by Sales Reps, Assigned Quotas, Ramp-Up Period, and Attainment %. 

• Template 3: Marketing Funnel (coming soon!)

  Driven by Marketing Spend, Website Traffic, MQL, SQL, and Opportunities. 

• Template 4: Product Revenue (coming soon!)

  Driven by Units Sold, Average Sales Price, and Average Product Cost. 

• Template 5: Professional Services Revenue 

  Driven by Headcount, Utilization %, and Billable Rate. 

Continue to Step 16: Allocate Expenses to COGS