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Jirav Essentials Certification: Partner Guide

Learn how to confidently set up and structure data in Jirav Essentials to deliver client-ready insights.

Welcome to the Jirav Essentials Certification! 

The goal of this certification is to help you understand how Jirav is structured and how to approach core tasks. You’ll focus on making decisions and understanding why you’re doing them.

By completing this certification, you’ll build confidence in Jirav Essentials while practicing real-world tasks you’ll perform with clients.

Helpful Hints:

Phase 0: Certification Setup

Enroll in Certification

  • Click Here to Request Your Certification Account

  • You will have 60 days to complete certification; after 60 days the account will automatically be deleted.

  • Once your certification account has been processed, you will receive login credentials directly to your email and can proceed to the next step. 

  • Completion Criteria: Log into your certification account successfully.

Upload GL Actuals

Phase 1: Structuring Your Account

Add a User

  • Add support@jirav.com as an Admin User in your account.

  • Completion Criteria: Demonstrate that you can manage users and give access to another person.

Chart of Accounts (COA)

  • Explore your COA in Jirav.

  • Understand the account types (Revenue, Expense, Assets, Liabilities, Equity).

  • Configure logical groupings that makes sense to you.

    • Examples:

      • Combine Airfare, Hotel, and Meals & Entertainment into one Travel line in OpEx

      • Combine multiple bank accounts into one Cash line in Assets

      • Create a new account called Sales Expense and roll sales related expenses like Travel, Conferences, and Ad Spend into it

  • Completion Criteria: Demonstrate that you can manage a section of the COA manually and explain your reasoning.

Departments

  • Understand how departments are used in Jirav.

  • Create Master Departments and map your imported data to them.

  • Completion Criteria: Add an Income Statement by Department report that displays imported actuals by department.


Phase 2: Reporting & Dashboards

Dashboard Tiles

  • Learn how to tell a story using Actuals data in Dashboards.  

  • Configure a dashboard with multiple tiles telling a clear story utilizing Close Month.
    • Examples:

      • Total Expenses Overview (e.g., stacked bar) – Show high-level expense categories to highlight spending trends.

      • Operating Expenses by Department (e.g., donut or bar chart) – Visualize departmental spending to reveal cost drivers.

      • Revenue vs Cash (e.g., combo chart) – Compare revenue and ending cash to illustrate financial flow.

      • Cash Position (e.g., horizontal bar) – Track current cash balances or changes versus prior periods.

      • Gross Margin % (e.g., line chart) – Highlight key financial performance indicators over time.

  • Completion Criteria: Dashboard is customized, tells a story, is functional and updates when Close Month changes. 


Reports

  • Learn how to tell a story using Actuals data in Reports. 
  • Configure a report package suitable for external sharing with multiple report types that utilizes Close Month.
    • Examples:
      • Executive Summary with Current Ratio – YTD Actuals by Month & Quarter
      • Budget vs Actuals – Monthly Budget & YTD Actuals
      • Income Statement – YTD Actuals by Month
      • Income Statement by Department – Close Month Actuals
      • Workforce Summary – YTD Actuals
      • Balance Sheet – Close Month Actuals with Prior-Period Variance
  • Completion Criteria: Report Package is customized, tells a story, is functional and updates when Close Month changes.

Close Month

  • Learn how dashboards and reports dynamically reference Close Month.

  • Completion Criteria: Update Close Month and verify reports and dashboards update accordingly. 

Phase 3: Custom Metrics & KPIs

Custom Tables

  • Understand how to define & populate custom data points in addition to the imported GL data.
  • Create two custom lines of your choice: one imported and one calculated.
    • Examples of Imported Custom Lines:
      • Customer Count
      • Units Sold
    • Examples of Calculated Custom Lines:
      • EBITDA
      • Revenue per Customer
      • Revenue per Unit
  • Completion Criteria: Each custom line should exist in your account and display reasonable values in actuals periods.

 

Phase 4: Workforce

Workforce Import

  • Learn how to structure employee data and report on workforce KPIs.

  • Click here to download a populated Excel Workforce import template.

  • Import the provided Excel Workforce template.

  • Map imported employees to departments.

  • Add an Employee KPI to a Dashboard or Report
    • Example: Revenue per Employee

  • Completion Criteria: Dashboard or Report displays an Employee KPI populated with a value greater than 0.

Phase 5: Plan Management

Budget

  • Understand how to create and manage a plan that can be compared to actual results.
  • Configure the Budget Plan’s Forecast Period so that it aligns with the intended budget year.
  • Populate some data in the plan for at least one account by month.  
  • Add a Dashboard Tile or Report referencing the Budget plan.
    • Example: YTD Budget vs Actuals Income Statement
  • Completion Criteria: A Budget plan exists with manually entered values and can be compared to actuals in dashboards or reports with a non-zero variance between the two.

Auto-Forecast

  • Understand how Auto-Forecast works as a plan in Jirav Essentials, how Actuals and Forecast periods interact, and how to roll the plan forward to produce meaningful forecast data.

  • Configure the Actuals Period to align with the most recently closed month.

  • Ensure the Forecast Period is extended at least 1 year into the future.

  • Enable Auto-Forecast to forecast the Income Statement.
  • Enable AR & AP forecasting for a more accurate cash forecast.  
  • Add a Dashboard Tile or Report referencing the Auto-Forecast plan.
    • Example: Forecasted Cash Flow for next year
  • Completion Criteria: The Auto-Forecast plan reflects the correct Actuals and Forecast periods, includes AR and AP, and produces forecasted data that can be reported in dashboards or reports. 

Submission & Review