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Getting Started

Getting Started

New to Jirav? You are in the right place. Follow this section step-by-step to setup your base Jirav model.

Setup for Success

Step 1: Integrate your Accounting System

Step 2: Customize your Chart of Accounts

Step 3: Import your Workforce Actuals

Step 4: Configure your Departments

Kickoff the Plan

Step 5: Configure System Cash & Create your Plan

Workforce Planning

Step 6: Configure System Salary Expense

Step 7: Add Assumptions & Drivers for Staffing Related Costs

Step 8: Plan for Staffing Changes

Operating Expense Planning

Step 9: Introduction to OpEx planning with Assumptions, Drivers & Sub-Items

Step 10: Create a % of Revenue OpEx Driver

Step 11: Create a $ per Headcount OpEx Driver

Step 12: Create a Trended Actuals OpEx Driver

Step 13: Plan using Subitems

See more

Revenue Planning

Step 14: Create a Simple Revenue Forecast

Step 15: Create a Detailed Revenue Model with a Custom Table

(coming soon) Step 16: Allocate Expenses to COGS

Balance Sheet & Cash Flow Planning

Step 17: Plan for a Capital Expenditure

(coming soon) Plan for Accrued Expenses

(coming soon) Plan for Prepaid Expenses

(coming soon) Plan for Accounts Receivable & Accounts Payable

Reporting & Dashboards

(In Progress) Configure a Dashboard

(In Progress) - Create & Publish a Report Template

Collaboration

In Progress - Collaborate with your team in Jirav